RECAST
Get the financials
on solid footing.
Rebuild a clean, accrual-based picture of performance and identify where the books need to be corrected or clarified.
WHAT YOU GETRecast financial statements
FOR FOUNDERS & OWNERS PLANNING AN EXIT
Put your earnings
on solid ground.
Before you sell.
A buyer will question your numbers. Walk into that conversation with a financial story you can defend.
We recast your books, document the adjustments, and build a buyer-ready earnings databook that shows what your business really earns.
Book your free exit-trajectory callTalk through your financials, timing, and next steps.
THE BUYER-READY EARNINGS SYSTEMWATCH THE OVERVIEW
Understand the numbers.
Prepare for the questions.
Prepare for the questions.
Prefer a separate player? Open the video
A CPA firm built
around the deal.
150+M&A engagements
Big 4Background across the team
Buy-sideDiligence experience on your side
THE GAP THAT COSTS OWNERS
You know the business.
Buyers need the evidence.
You’ve spent years building something valuable. But financials prepared for tax filing may leave a buyer with questions about what the business earns, which costs will continue, and which adjustments hold up.
Those questions are easier to answer before you’re negotiating a sale. We help connect the earnings story to the records that support it.
01 / THE BOOKSDo the numbers reflect
Do the numbers reflect
the business today?
02 / THE ADJUSTMENTSCan you support every
Can you support every
earnings add-back?
03 / THE BUYERAre you ready for the
Are you ready for the
questions diligence brings?
A CLEAR PATH TO BUYER-READY EARNINGS
From your books.
To a defensible earnings story.
Three steps. One connected set of financials, adjustments, and supporting evidence.
Get the financials
DOCUMENT
Show what the
business really earns.
Evaluate owner compensation, one-time items, and other adjustments to explain the business’s underlying operating earnings.
WHAT YOU GETDocumented adjusted EBITDA
PREPARE
Put the evidence
behind the numbers.
Connect adjustments to source records and organize the analysis in a databook a buyer’s diligence team can follow.
WHAT YOU GETA buyer-ready earnings databook
Aim to be ready in about 30 days. Timing depends on the condition of your records and the agreed scope.
Discuss your timelineEXPERIENCE FROM THE OTHER SIDE OF THE TABLE
We know what
buyers look for.
We’ve done the work.
Edler Zain is an M&A-focused CPA firm. Our team brings experience across more than 150 M&A engagements, including the buy-side diligence that tests a seller’s numbers.
That perspective shapes how we prepare your financials: clear adjustments, traceable support, and an earnings story that can stand up to scrutiny.
OUR STANDARD
Every adjustment needs a reason.
Every number needs a source.
BEFORE WE TALK
Good questions.
Straight answers.
Start with a conversation about your business and where you want to take it.
My books aren’t ready. Can we still start?
Yes. Cleaning up and recasting the financials is part of the work. The first conversation helps us understand the condition of your records and what needs to happen next.
Is this a business valuation?
The core deliverable is a documented earnings analysis and buyer-ready databook. It supports the financial foundation of a valuation discussion. Your eventual price also depends on the business, market, buyer, and deal terms.
Will buyers accept every adjustment?
Buyers perform their own diligence and may challenge adjustments. We document the reasoning and supporting records so you can have that discussion from a stronger position. No report can guarantee a buyer’s acceptance or a sale price.
How long does the work take?
The target is about 30 days. We confirm timing after understanding your financial records, business complexity, and the scope of work.
What happens on the free call?
We’ll discuss your business, your exit timing, and the state of your financials, then determine whether the Buyer-Ready Earnings System is a fit and what the next step should be.
YOUR NEXT STEP
Before a buyer opens your books,
know what they’ll find.
Let’s talk about your earnings, your exit timeline,
and what it will take to get buyer-ready.
For founders and owners preparing for a potential sale.