VISIBILITY Services
Deal Readiness Built for Any Liquidity Event
Most owners have a number in mind. Few know whether the business can support it. VISIBILITY builds the financial visibility and legal structure that gets you there, whatever path brings you to the table.
The VISIBILITY team tackles both the critical big-picture and in-the-weeds activities that get great deals done well. Whether you are 12–36 months from a sale, building through acquisitions, or preparing to go to market now, VISIBILITY gives you one integrated team to build, measure, and protect enterprise value.
Big Ideas,
Real Impact.
Driven by curiosity and built on purpose, this is where bold thinking meets thoughtful execution. Let’s create something meaningful together.
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
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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.
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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.
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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
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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
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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.
October 3-7 | Starting at $500