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I get your financials buyer-ready, then write and design the documents that present them. One Chartered Accountant owns the numbers and the story, so they always tie.
Who This Is For
Most owner-run businesses report profit the way the owner runs them. A buyer's due diligence finds every personal cost, family salary and one-off, and every surprise comes off the price.
Owners Planning a Sale
A sale, succession or partial exit in the next one to two years, and numbers that were built for tax rather than for a buyer.
Sale Already in Motion
A broker or buyer is asking for an information memorandum, a normalised earnings schedule and answers you do not have ready.
Advisers and Brokers
Brokers, M&A advisers and accountants who need a client’s numbers and documents ready before going to market.
Advising a buyer or working on an acquisition? See Deal Support
What You Get
Buyer-Ready Numbers
Sale Documents
Process Support
Why one person matters
When the accountant and the designer are different people, the document and the model drift apart. Here the same person normalises the earnings, builds the model and designs the document, so every figure on every page comes from one source.
Ask for a sample information memorandumHow It Works
01
Readiness call
Twenty minutes on where you are, when you want to transact, and what a buyer is likely to ask.
02
Numbers first
Clean up and normalise. Every add-back traced to evidence. Nothing gets designed until the numbers hold up.
03
Sale documents
Teaser, information memorandum and financial appendix, written and designed from the same model.
04
Process support
Buyer questions, data room and due diligence responses, working alongside your broker or adviser.
FAQ
No. I prepare the numbers and the documents. Your broker or M&A adviser runs the sale process and the buyer negotiations. I work alongside them and answer buyer questions on the numbers.
No. Normalised earnings show what the business really makes once owner and one-off costs are separated out. A formal valuation is separate work.
No. A formal quality of earnings report is usually commissioned by the buyer or done late in a deal. This work gets your numbers into shape so that report holds no surprises.
Ideally 12 to 18 months before a sale, so the clean-up shows in more than one year of numbers. If a sale is already under way, the sale documents alone can be done in a few weeks.
Yes. Your accountant keeps doing tax and compliance. I focus on what a buyer will ask and how the business is presented.
Yes. I have a full sample teaser and information memorandum for a fictional company. Ask for it on a call or through the contact page.
A 20-minute readiness call. Where your numbers stand today, what a buyer will ask, and what to fix first.