Buy with confidence when the deal matters
Quality of Earnings and tax structuring support for entrepreneurs acquiring service businesses.
When you are under LOI, the numbers need to be right. We help you understand what you are really buying before you wire the money.
150+
M&A engagements
$200M+
Enterprise value advised
Deep experience in service businesses
Operators who have completed their own acquisitions
Built to move fast under LOI
The Moment Buyers Call Us
This usually starts once the LOI is signed.
You have an accepted offer. Timelines are tight. Everyone is asking for answers.
You need to know:
Are the earnings real
What risks are buried in the financials
How taxes will impact the deal
Whether the price still makes sense
This is where most deals encounter expensive surprises.
Our job is to prevent that.
Built for deal reality, not theory
What Makes Our Buyer Support Different
Most buyers are forced to assemble a disconnected advisory team. A generalist CPA. A lawyer billing aggressively. Advisors who do not see the full picture.
We operate differently.
Integrated deal support
Quality of Earnings and tax structuring work together so nothing gets missed.
Practitioner perspective
We have personally acquired businesses, guaranteed debt, and lived with the consequences of bad assumptions.
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Speed without shortcuts
Our team is structured to move quickly while still delivering defensible work.
Deal intake and timeline alignment
We understand the transaction, the structure, and your closing timeline.
Data request and risk scan
We review financials with a focus on earnings quality, working capital, and sustainability.
Earnings normalization
We validate add backs, identify one-time items, and assess true operating performance.
Working capital and cash flow review
We assess how the business actually generates and uses cash.
Findings review and decision support
We walk through risks, adjustments, and implications so you can negotiate or move forward with confidence.
Tax Structuring for Buyers
Structure matters more than most buyers realize.
How you structure the deal impacts taxes, cash flow, and future flexibility.
We help buyers:
Evaluate entity and deal structure
Understand tax exposure before close
Align structure with long-term ownership goals
Tax planning happens before money moves, not after.
Industries We Know Well
We focus on acquisition-heavy, service-based businesses
You do not need to explain how your business works. We already speak the language.
Home services such as HVAC, plumbing, and roofing
Professional services such as accounting and engineering firms
Healthcare services including dental and medical billing
Select manufacturing, distribution, and niche retail
Buyer outcomes with names kept private
Home services acquisition where earnings were overstated before close
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Professional services deal with working capital risk identified early
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Healthcare services transaction with improved tax structure
Frequently Asked Questions
Still have questions? We’re happy to help.
Just contact us.
Ideally before or immediately after LOI. Earlier involvement reduces risk and improves leverage.
No. We work alongside your deal team and focus on financial diligence and tax structure.
We support lower middle market acquisitions where diligence quality materially impacts outcomes.
We are structured to support active deals and tight timelines.
Service businesses are our core focus, but we also support select adjacent industries.
If you are serious about buying right, start here
A good deal can turn bad quickly when the numbers do not hold up. The right diligence changes outcomes.
