Client Needs
- Planning for exit within ~6 months
- Manage M&A process
- Identify potential buyers
- Founder transition
- Valuation
- Coordinate with existing investors
Our Offerings
- M&A process management (interim CFO services)
- Market & competitive assessment (TAM/SAM)
- 3-year GAAP financials
- 10-year strategic growth plan
- Data room preparation (legal, financial, business, etc.)
- Manage due diligence process
- Clean cap table