When an event lands

Deal, when it matters most

A buyout, a raise, an exit, refinancing. Deal gets the function ready for the room ahead.
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Signals you’re in it

The management team is talking valuation before the numbers are ready

An exit or sale conversation has started, formally or informally

An investor conversation is scheduled or close

SITUATION

The Situation

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What usually happens

The team knows the business inside out, but the finance information was built for compliance, not a transaction. Diligence finds the gaps; the deal slows; leverage shifts.
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What usually happens

Preparation starts once a buyer's already asking, and diligence finds gaps that could have been fixed months earlier, at a moment when leverage matters most.
CHALLENGES

How we get you ready

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The model

A defensible forecast and operating model a lender or investor can stress-test.
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Numbers built for a buyer's diligence

Forecasts and figures that hold up to scrutiny, not just internal review.
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A forecast that's been stress-tested

Assumptions that hold up when an investor pushes on them.

Questions we get asked

How early should finance preparation start?

Six to twelve months before the conversation, so the numbers tell the story before someone else's diligence does.

How early should we start preparing?

Six to twelve months before the conversation, so the numbers tell the story before someone else's diligence does.

How far in advance should we prepare?

Ideally a few months before the first serious conversation: enough time to stress-test the model, not just polish the deck.

Related situations:

Steady hands through difficulty
 →
Understanding your exit options
 →
Finance leadership through an acquisition
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OUR APPROACH

Getting started is simple

Get in touch and we'll set up a short call to talk through where things stand. If a Sprint is the right next step, we'll scope it there and then. If it's Build, Scale, or Deal, we'll tell you that too, and why.
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Sound like your situation?

Start the conversation early.