Preparing Companies for Sale or Recapitalization

A successful exit doesn’t start with an LOI — it starts with preparation. The strongest outcomes come from uncovering value long before a deal process begins.

We help founders, CEOs, and investors position their companies for sale or recapitalization by aligning financials, operations, and strategy with buyer expectations. Our work identifies and quantifies hidden value, reduces deal friction, and strengthens the story behind the numbers.

Our work focuses on:

• Financial clean-up and audit readiness
• Normalized EBITDA and value driver analysis
• Operational improvements that increase valuation multiples
• Reporting, KPIs, and forecasts that stand up to investor scrutiny
• Strategic narrative development for buyers, lenders, and boards

We find opportunities that others overlook — working capital efficiencies, underpriced contracts, margin leaks, or misclassified costs — and translate them into measurable enterprise value.

Whether you’re six months or three years from a transaction, our process helps ensure your business attracts serious buyers and commands a premium.

When the time comes to sell or recapitalize, we make sure the company tells the right story — and gets the return it deserves.

Case Study

Industry / Context: Founder-owned media and publishing business

Challenge
A founder-owned company with a strong niche presence was preparing for a potential sale or recapitalization. However, the business lacked institutional financial discipline and documentation. There were no formal budgets or forecasts, internal controls were weak, and the company had just undergone a major asset misappropriation event that shook leadership and lenders’ confidence. The founder needed to protect value, restore credibility, and position the company for an optimal transaction.

What We Did
We engaged as interim CFO to prepare the business for exit. Our work included:

• Rebuilt the financial foundation and implemented controls to restore trust and governance
• Developed the first formal operating budget and 13-week cash forecast to provide visibility and decision support
• Cleaned historical financials and identified non-recurring costs, documented add-backs, and improved EBITDA credibility
• Built investor-ready reporting, forecast models, and KPI frameworks aligned with transaction diligence needs
• Developed the strategic financial narrative that highlighted value drivers, defended the valuation, and increased buyer confidence
• Guided the founder and leadership through the sale process and remained for transition to ensure continuity

Result
The company transformed its financial transparency and governance, moving from uncertainty to transaction-ready. The improved financials and reporting-quality significantly reduced buyer risk and enabled competitive offers. The business achieved a successful exit at approximately a 12x EBITDA multiple, delivering strong value for the founder and investors.