When a client is not quite deal-ready, or a deal needs diligence the big firms will not touch at that size, send it to us. We do the financial and operational work, keep you in the loop, and hand the relationship back. Independent, no commissions, and we never take the listing.
You refer a client. We get the numbers clean and the business ready, or dig into the deal in front of them. We report to you and hand the relationship back, ready to transact, finance, or plan. You look good, the deal moves, and the client stays yours.
Where we stay out: we do not practice law, give tax or investment advice, or broker the sale. We do the readiness and diligence work in between, the useful part that is not anyone else’s job.
A seller who is not quite listable, or one who would hold their price with a sell-side review before going to market. We get them ready and hand them back. We never take the listing.
A client who needs forward-looking finance, a forecast, or diligence support you do not have the hours to do yourself. You keep the client and the recurring compliance work; we handle the deal.
When a client is buying, selling, or heading to transition, we cover the financial and operational diligence counsel cannot, and we move fast on paper so the deal keeps its momentum.
A borrower whose package is not financeable yet, or a buyer who needs operator-grade diligence and a model you can underwrite. Fewer surprises in the file, and we send good deals back to you.
An owner whose net worth is locked in the business and who needs it worth more and liquid on their timeline. We ready the business; you keep the wealth relationship.
We prove the earnings and clean up the add-backs so your valuation holds up under scrutiny. We do not issue valuation opinions ourselves, so we are a clean non-compete.
You own the plan and the relationship. We are the finance and operations muscle that executes it: the readiness work, the clean numbers, and the operating partner who builds the value the plan calls for. We do not replace you.
The first read on a client or a deal is free. There are no fees between us and no kickbacks. You stay in the loop from start to finish, and the client comes back to you. We win by making you the advisor who sent the useful help.
Indiana-rooted, in the work statewide.
Refer a client or book a partner call. We do the work, you keep the relationship.