Get your clients deal-ready.
Bankers and M&A advisors bring FirmKey in to get their clients' financials ready before going to market, and to support them through close.
Cleaner deals
Financials that hold up when buyers and investors dig in.
Faster to market
Books, close, and reporting ready before the process starts.
Fewer surprises
Issues found and fixed before diligence, not during it.
One resource
Accounting, CFO, audit, and tax support in one place.
Your relationship stays yours
You stay informed, and your client stays your client.
What we handle for your clients.
The accounting and finance work that gets a company ready to go to market, and keeps it on track through close.
Pre-sale financial cleanup
Accurate, consistent books and financial statements before buyers see them.
Learn more ›Cash-to-accrual conversion
Accrual-basis financials that buyers, lenders, and auditors expect.
Projections & models
Forward-looking numbers that support valuation and a capital raise.
Learn more › DirectionInterim CFO through close
Financial leadership to manage diligence requests and keep the deal moving.
Learn more ›Quality of earnings
Normalized EBITDA, working capital, and debt-like items, reviewed before the deal closes.
Ongoing support
Accounting and controller support as the business transitions to new ownership.
Learn more ›- Investment bankers
- M&A advisors
- Business brokers
- Lenders
- CPA & accounting firms
- Wealth managers
- R&D tax specialists
How referrals work.
Simple for you, and a smooth start for your client.
Introduce us
Send a quick intro by email or through our contact form, with a little context on the deal and timeline.
We scope it
We meet with your client, assess where the financials stand, and build a plan around the deal timeline.
We keep you posted
You get updates as the work progresses, so you always know where things stand.
Partnering with FirmKey.
[Referral terms: what partners get, e.g. referral fee, reciprocal referrals, or co-marketing. Confirm with Sam.]