VISIBILITY Services

For every stage in the deal

VISIBILITY provides a customized array of services designed to elevate and escalate the caliber of deal documents to support both buyers and sellers and help ensure strong closes for both.

We offer three services packages, calibrated to address the most critical needs associated with deal status and timing. From our  90+-Day Deal Readiness Sprint and 6-Month Pre-Market Value Accelerator  to Live Deal Transaction Support, the VISIBILITY team tackles both the critical big-picture and in-the-weeds activities that get great deals done well.  

Deal Readiness Sprint (90+ Days)

Convert owner-grade reporting and legal concerns into buyer-grade readiness

For companies wanting to sell now, needing a fast turn-around engagement to enter the market with financial clarity and structural discipline.  

Outcome Summary:

By the end of 90+ days, clients have:

  • Financials that buyers can trust

  • EBITDA they can defend

  • Fewer diligence landmines

  • Less buyer skepticism

  • More control over timing and terms

  • We convert what exists today (bank balance, tax returns, partial books) into clean, explainable financials buyers expect (GAAP accrual financial statements) including:

    • Monthly accrual P&L (trailing 12–24 months)* depends on complexity of business and current state of the book how deep we can go or how much time is needed

    • Balance sheet aligned to accrual reporting

    • Clear reconciliation to tax returns (no black box or discounting for tax reported income)

    • Consistent chart of accounts suitable for diligence


    WHY THIS MATTERS:
    Buyers trust the numbers faster—and stop discounting for uncertainty.

  • We identify, document, and defend real add-backs, not aggressive fluff or inflated add-backs that leave buyers questioning including:

    • Owner compensation normalization

    • One-time/non-recurring expenses

    • Related-party adjustments

    • Documentation explaining why each add-back is valid

    • Buyer-ready add-back schedule (not just a list)

    WHY THIS MATTERS:
    EBITDA or SDE becomes explainable, defensible, and less likely to be retraded and support higher multiples.

  • We translate tax-basis reporting into buyer-ready accrual economics, without forcing a full accounting overhaul including:

    • Clear reconciliation from tax returns to accrual earnings

    • Identification of timing differences vs. true performance

    • Simple explanations buyers and QofE teams can follow

    • Alignment between historical tax filings and deal-grade reporting

    WHY THIS MATTERS:

    Buyers don’t expect tax reporting—but they do expect consistency and explainability. This prevents confusion, credibility gaps, and unnecessary follow-up during diligence, keeping conversations focused on value rather than mechanics.

  • We surface what buyers care about before they ask including:

    • Target net working capital readiness

    • AR/AP quality review

    • Cash conversion insights

    • Preliminary working capital considerations

    • Early identification of potential purchase price adjustments

    WHY THIS MATTERS:

    Avoids last-minute surprises that change deal economics.

  • We review the business through a buyer’s diligence lens to identify legal and structural issues that commonly stall deals, before they become negotiation leverage. Where possible, we fix or mitigate issues prior to listing including:

    • Entity structure and ownership clarity

    • Contract review 

    • Employment classification review (W-2 vs. 1099 exposure)

    • Assessment of compliance and licensing exposure (as applicable

    • Prioritization of issues likely to trigger indemnities, escrow holdbacks, or purchase price reductions 

    • Practical remediation plan before going to market


    WHY THIS MATTERS:

    Addressing these issues early reduces escrow pressure, limits indemnity exposure, and protects deal economics before buyers use them as leverage.

Pre-Market Value Accelerator (6+ Months)

Build the financial engine and legal foundation buyers trust—and value higher

For companies not yet ready for market or seeking to improve valuation before a sale.

WHAT This Deal Accelerator Unlocks:

By the end of this work, clients have:

  • Decision-grade accrual financials

  • Predictable, explainable performance

  • Clear visibility into margins and revenue durability

  • Reduced legal and structural exposure

  • Tax clarity before negotiations begin

  • Confidence to grow, wait, or sell on their terms

WHY This Is a Deal Accelerator:

When buyers eventually dig in:

  • The data already exists

  • The numbers reconcile

  • The structure is defensible

  • The risks have been surfaced early

  • The owner is not scrambling to explain the past

  • This work does not rush a sale.

  • It earns leverage when one shows up

  • 1. Monthly QoE-Ready Financial Statements (TTM + Prior 2 Years)

    We produce disciplined, buyer-ready financial reporting that can withstand diligence—not just tax reporting including:

    • Monthly accrual-based P&L (TTM + prior two years)

    • Balance sheet aligned to accrual reporting

    • Supporting schedules that tie cleanly to underlying data

    • Clear reconciliation to tax filings

    • Consistent chart of accounts suitable for diligence


    WHY IT MATTERS:
    Buyers expect     historical clarity and month-by-month visibility. When reporting is clean, consistent, and reconcilable, buyers focus on value — not credibility gaps.

  • We create transparent bridges between accrual performance, cash flow, and tax reporting including:

    • Accrual-to-cash reconciliation schedules

    • Identification of timing differences vs. true performance

    • Clear explanation of working capital movement

    • Alignment between financial statements and operational reality


    WHY IT MATTERS:
    Accrual shows performance. Cash shows liquidity.     Buyers analyze both. When the bridge is clear, confidence increases and unnecessary follow-up decreases.

  • We validate the durability and quality of revenue — not just the total including:

    • Revenue reconciled to cash collections

    • Identification of one-time or non-recurring revenue

    • Deposit and deferred revenue review

    • Month-over-month trend and anomaly analysis

    • Early identification of volatility or concentration risk


    WHY IT MATTERS:
    Revenue is the first place that buyers look for weakness.     Cash-proofed, explainable revenue reduces skepticism and strengthens valuation support.

  • We restructure reporting so owners — and future buyers — can see what truly drives profitability including:

    • Revenue and gross margin by service line, product, or location

    • Variable vs. fixed cost categorization

    • Identification of scaling vs. underperforming segments

    • Operational tie-in between margins and decision-making


    WHY IT MATTERS:
    Buyers pay for     predictable, scalable profit streams—not blended averages. Segmentation clarifies where value actually lives.

  • We review the business through a buyer’s diligence lens and address structural issues early including:

    • Entity structure and ownership clarity

    • Contract review (customer, vendor, lease, employment)

    • Employment classification analysis (W-2 vs. 1099)

    • Identification of change-of-control or assignment risks

    • Prioritization and remediation planning before market


    WHY IT MATTERS:
    Most retrades are driven by     late-discovered legal risk—not performance. Addressing structural exposure early protects proceeds and negotiating leverage.

  • We align financial reporting with future transaction economics including:

    • Asset vs. stock deal impact modeling

    • Purchase price allocation considerations

    • Basis analysis and documentation

    • Ongoing coordination with CPA to align tax filings and deal structure

    • Planning for distributions, reinvestment, and liquidity timing


    WHY IT MATTERS:
    Tax structure can materially change net proceeds. Planning early prevents sellers from agreeing to terms that look strong on paper but disappoint at closing.

Transaction Support

Protect Economics from LOI Through Close

Once a deal is live, we can provide financial and legal transaction support as needed.

Outcome Summary:

  • Reduced retrade risk

  • Fewer unnecessary concessions

  • Maintained transaction momentum

  • Deals that close closer to original economics

  • Owner time protected

  • We act as the front line for financial diligence including:

    • Centralized intake and triage of buyer questions

    • Clear, written responses aligned across advisors

    • Add-back and EBITDA defense with documentation

    • Anticipation of common diligence challenges

    • Measured, professional communication to avoid reactive concessions


    WHY IT MATTERS:
    Most retrades are triggered by inconsistent or poorly framed answers—not bad performance. Thoughtful, coordinated responses protect credibility and economics.

  • We design and manage a clean, buyer-intuitive financial data room including:

    • Logical folder structure aligned with QoE expectations

    • Version control and documentation consistency

    • Supporting schedules prepared correctly the first time

    • Ongoing updates as diligence progresses


    WHY IT MATTERS:
    Buyers infer competence from organization.     A messy data room creates doubt—even when numbers are sound.

  • Our legal team is available to draft or review the transaction documents to ensure alignment with deal economics and seller priorities including:

    • Purchase agreement and schedule review support

    • Coordination on earn-outs, holdbacks, promissory notes, and working capital mechanics

    • Review of key ancillary agreements

    • Alignment between diligence findings and final representations


    WHY IT MATTERS:
    Deals do not fail because documents exist—    deals fail when documents do not match financial reality.

  • We analyze and manage working capital mechanics to protect purchase price including:

    • Target net working capital modeling

    • AR/AP quality review

    • Purchase price adjustment scenario analysis

    • Support during closing true-up discussions


    WHY IT MATTERS:
    Working capital     surprises are one of the most common causes of last-minute price changes. Preparation protects deal economics.

  • We evaluate transaction structure before terms are finalized including:

    • Asset vs. stock analysis

    • Purchase price allocation considerations

    • Coordination with CPA on tax implications

    • Planning for net proceeds and liquidity timing


    WHY IT MATTERS:
    Headline price is not net proceeds. Early tax analysis prevents sellers from agreeing to terms that erode value at closing.

  • Once a deal is in motion, coordination becomes critical—and time-consuming.

    We manage the process between buyers, attorneys, accountants, and lenders, keeping communication aligned and momentum moving. From LOI through closing, we take the coordination off your plate so you can stay focused on running your business.

    The result is a more efficient process, fewer delays, and a deal that moves forward without consuming your time.