Financial clarity on both sides of the deal.
Fractional finance support for buyers, sellers, and the advisors who represent them. From sell-side readiness to buy-side diligence and post-close integration.
Preparing to sell
Clean, accrual-basis financials before buyers start asking questions.
Raising capital
Projections, models, and investor-ready financials.
Evaluating an acquisition
A clear read on earnings, working capital, and risk before you commit.
Diligence is underway
Fractional CFO or controller coverage to keep up with requests.
After the close
Accounting setup and integration under new ownership.
What we provide.
The same deal-ready rigor, whichever side of the table you're on.
For sellers
Get your financials ready to hold up when buyers and investors look closely.
- Pre-sale financial cleanupAccurate, consistent books and statements before a buyer sees them.
- Cash-to-accrual conversionAccrual-basis financials that buyers, lenders, and auditors expect.
- Sell-side quality of earningsNormalized EBITDA and documented add-backs that support your valuation.
- Projections & financial modelsForward-looking numbers for a sale or capital raise.
- Fractional CFO through the processFinancial leadership from preparation to close.
For buyers & investors
Know what you're buying, and set the business up for what comes next.
- Buy-side quality of earningsAn independent look at earnings quality before you commit.
- Financial due diligenceWorking capital, debt-like items, and key risks surfaced early.
- Accounting & technical reviewRevenue recognition, accounting policies, and complex transactions.
- Post-close integrationAccounting setup, close process, and reporting under new ownership.
- Portfolio company supportFractional CFO and controller coverage after the deal.
- Business owners
- Private equity firms
- Independent sponsors
- Portfolio companies
Working with a banker or M&A advisor?
Bankers and M&A advisors bring FirmKey in to get their clients' financials ready and keep deals moving.
Start with where the deal stands.
Tell us your timeline and goals, and we build the plan from there.
Understand the deal
Your side of the table, the timeline, and where the financials stand today.
Build a clear plan
Define the scope, priorities, and level of support the transaction needs.
Put it in motion
Support from preparation through diligence, close, and integration.
Client engagements.
Before, during, and after the deal.
A home services company preparing for a sale turned to FirmKey for a sell-side Quality of Earnings analysis. The scope covered normalized EBITDA, margin and customer concentration, working capital, and add-back documentation, with support for buyer and lender questions through the exit.
Ahead of a healthcare acquisition, an investment holding company turned to FirmKey for a Quality of Earnings analysis. The scope covered normalized EBITDA, working capital, debt-like items, and payor and receivables collectability.
An engineer-to-order manufacturer came to FirmKey to tighten its month-end close and work-in-process accounting across two entities. Phase one reconciled WIP to open jobs, mapped the close process, and delivered prioritized recommendations. Phase two puts those findings into practice, with ongoing support.
Accounting and finance support starts here.
Tell us what your organization needs and where things stand today.