Financial Clean-up & Audit Preparation.
Before you can raise capital, sell the business, or pass an audit — your numbers need to be bulletproof.
We specialize in financial clean-up and audit preparation that brings order, accuracy, and credibility to your financials. Whether you’re preparing for due diligence, an external audit, or investor scrutiny, we help you get ahead of the issues and present a polished, reliable financial picture.
Our services include:
- General ledger review and cleanup
- Normalizing financial statements and EBITDA
- Reconciliation of key accounts and adjustments
- Documentation of accounting policies and procedures
- Coordination with audit firms and advisors
We ensure your books are defensible, your story is consistent, and your team is prepared — so you can face investors, buyers, and auditors with confidence.
When precision matters, we help you get it right — and ready.
Case Study
Industry / Context: Private equity–backed business services company preparing for recapitalization
Challenge
A private services company had recently partnered with investors and planned a recapitalization, but their financials were not ready for institutional review. The reporting was inconsistent, controls were weak, and historical financials lacked clarity around non-recurring items and normalized earnings. Without a clean financial foundation, the company risked buyer or investor skepticism, deal delays, and reduced valuation.
What We Did
We were engaged to lead the financial clean-up and audit preparation process ahead of the transaction. Our work included:
- Reviewing historical financials and identifying add-backs, one-time costs, and normalization adjustments
- Building the normalized EBITDA bridge and documenting supporting assumptions for audit and due diligence
- Strengthening internal controls, standardizing accounting policies and closing calendars to ensure repeatability
- Cleaning and reconciling the general ledger, improving cost visibility, and clarifying revenue recognition and margin drivers
- Creating investor-ready financial reports, forecasts, and KPI trackers tied to performance drivers
- Preparing the company for audit readiness and ensuring all documentation and data were in place to support buyer/investor review
Result
The company entered the recapitalization process with clean, defensible financials and credible reporting. Audit readiness was achieved ahead of schedule, reducing potential deal friction. Investors and buyers had confidence in the normalized earnings and underlying value drivers. The company secured stronger terms and a smoother transaction timeline because the risk of financial surprises was minimized.