Readiness diagnostic
Review the financial story through a buyer and diligence lens, then identify gaps that could slow the process or affect value.
Special situations
Prepare the numbers. Control the process.
CFOCrew prepares the financial story, supporting analysis, data room, and management team for buyer scrutiny and transaction execution.
Deal readiness brief
Financial diligence command center
92%
Data room ready
14
Open requests
3
Priority items
Historical financials
ReadyEBITDA support
In reviewWorking capital analysis
ReadyCustomer analytics
In progressIdentify issues before the buyer does
Support the value story with evidence
Keep diligence moving with clear ownership
When to call
The transaction timeline is approaching, but finance is not ready for scrutiny.
01
A sale, recapitalization, or investment process is being considered
02
Historical statements require cleanup or stronger support
03
EBITDA adjustments are not documented consistently
04
Working capital trends could become a negotiation issue
05
The data room lacks ownership and a coherent structure
06
Management needs help responding to diligence while running the business
Transaction capabilities
Build confidence before diligence begins.
We organize the financial workstream around the issues buyers test, the schedules advisors need, and the explanations management must own.
Financial and EBITDA support
Strengthen historical statements, document accounting positions, prepare normalization schedules, and support recurring earnings.
Working capital and deal analytics
Prepare working capital trends, customer and product views, cash conversion analysis, and management explanations.
Data room and diligence execution
Organize the financial data room, coordinate requests, track responses, and support management through buyer review.
What the work looks like
A diligence tracker that keeps the deal team aligned.
A practical readiness process shows every request, owner, supporting file, review status, issue, and management response.
- Transaction readiness assessment and issue register
- Two to three years of transaction-ready financial statements
- EBITDA normalization schedule with support
- Net working capital analysis and target support
Project Atlas
Diligence request tracker
RequestOwnerStatus
Monthly financials, FY23 to LTMControllerReady
Adjusted EBITDA bridgeCFOReview
Net working capital trendFP&AReady
Top customer cohort analysisRevenueWorking
Priority issue
Revenue cutoff support
Next management review
Thursday, 2:00 PM
Engagement approach
Create readiness before the process creates pressure.
01
Assess
Review the financial story, accounting, data, adjustments, working capital, and likely diligence requests.
02
Remediate
Resolve gaps, strengthen support, build reconciliations, and document accounting and business explanations.
03
Prepare
Build the schedules, analytics, data room, response process, and management materials.
04
Execute
Coordinate requests, support quality of earnings, manage issues, and assist management through close.
Core deliverables
Transaction readiness assessment and issue register
Two to three years of transaction-ready financial statements
EBITDA normalization schedule with support
Net working capital analysis and target support
Financial data room index and response tracker
Management presentation and diligence support
Client result
$14.2M
final sale value
30 days
diligence period
Manufacturing business, $12M revenue
Preparation supported value and a cleaner process.
CFOCrew cleaned three years of financials, documented related-party transactions, prepared $800K in supportable EBITDA add-backs, and organized the financial data room.
The company sold for $14.2M compared with an initial $12M offer and completed diligence in 30 days instead of the typical 90 days.
Common questions
What transaction teams ask.
When should transaction readiness work begin?+
Twelve to eighteen months before a process is ideal, with six months as a practical minimum. Earlier preparation gives management more time to establish clean trends and resolve issues.
Do you work with investment bankers, brokers, attorneys, and tax advisors?+
Yes. CFOCrew owns the financial readiness workstream and coordinates closely with the broader transaction team so the financial story, documents, and responses stay aligned.
Can you support the quality of earnings process?+
Yes. We help prepare schedules, explain accounting and operating trends, coordinate financial requests, and support management responses throughout the review.
What happens if diligence identifies a new issue?+
We assess the accounting and deal impact, develop the supporting analysis, coordinate with the appropriate advisors, and help management respond quickly and consistently.
Related services
Strengthen the underlying financial foundation.
Prepare early
Enter diligence with the financial workstream under control.
Start with a readiness assessment and a clear view of the work ahead.