Transaction Preparation & Support to Make Your Business Both Valuable and Transactable

A valuable business is worthless if it can’t be transacted. We work hard to clean up your books, optimize your operations, and position your company to maximize valuation while minimizing transaction time and due diligence risks.

The Transaction Reality

Why Great Businesses Fail to Sell

You’ve built something valuable. Your business generates strong cash flow, serves great clients, and runs profitably. You’re ready to sell and realize the wealth you’ve created.

Then reality hits.

Your books are a mess. Your financial statements don’t tell the real story. You have no documented processes. Your corporate structure is problematic. Your customer concentration is alarming. Due diligence reveals issues you didn’t know existed.

The deal falls apart. Or worse – it closes at a heavily discounted price because buyers factor in the risk and cleanup work they’ll inherit.

This is avoidable.

Transaction preparation isn’t about gaming the system or hiding problems. It’s about presenting your business on a silver platter – books clean, operations documented, value drivers clear, and buyer objections anticipated and addressed.

Valuable vs. Transactable

The Critical Difference

There’s a massive difference between pricing a deal and surviving due diligence.

A business broker can give you a valuation based on multiples of EBITDA or SDE. But that number is meaningless if your business can’t make it through a buyer’s scrutiny.

Valuable means: Strong cash flow, growing revenue, good margins, market position.

Transactable means: Clean books, documented processes, defendable financials, proper corporate structure, transferable customer relationships, managed risks.

You need both.

Our transaction preparation services ensure your business isn’t just valuable on paper – it’s ready to actually close a deal at the valuation you deserve.

What You Get

Transaction Experience That Matters

We’ve seen it hundreds of times: sellers build the business they want to run, not the business buyers want to buy. Our team has prepared companies for sale, conducted buy-side due diligence, and closed M&A transactions. We know what buyers look for because we’ve been the buyers. We do the actual work – cleaning up books, creating financial models, documenting processes. You get execution, not just recommendations.

Unlike business brokers who just want to close a deal for their commission, we’re focused on maximizing your value and protecting your interests. We have the network
with access to transaction attorneys, M&A-focused CPAs, business brokers, investment bankers, and industry specialists who can support your specific situation.

  1. Financial Statement Preparation

    • GAAP or accrual-basis financial statements
    • Quality of earnings analysis
    • Working capital calculations
    • SDE or EBITDA maximization
    • Historical financial normalization

  2. Corporate Structure Optimization

    • Legal entity review and restructuring recommendations
    • Tax structure analysis
    • Ownership documentation cleanup
    • Employment agreement preparation
    • IP and asset documentation

  3. Financial Modeling & Analytics

    • Custom financial models tailored to your business
    • KPI dashboards that translate numbers into action
    • Cash flow forecasting and management
    • Profitability analysis that drives decisions

  4. Operational Documentation

    • Process and procedure manuals
    • Organizational charts and role definitions
    • Key vendor and customer contract review
    • Technology and systems documentation
    • Transition planning

  5. Due Diligence Preparation

    • Virtual data room setup
    • Document organization and indexing
    • Proactive issue identification and resolution
    • Management presentation preparation
    • Q&A anticipation and preparation

  6. Advisor Network Access

    • M&A attorney referrals
    • Transaction-focused CPA connections
    • Business broker and investment banker relationships
    • Wealth management and tax planning resources
    • Industry-specific expert connections

  7. Valuation Optimization

    • Multiple expansion strategies
    • Margin improvement initiatives
    • Revenue growth acceleration
    • Risk reduction programs
    • Add-back identification and documentation

Your Introduction to a Trusted Partner Awaits

Ready to Maximize Your Business Value?

Schedule a confidential consultation to discuss your goals and discover how Solomon Advisory can help you achieve them faster.

Aaron Solomon
Strategic Chief Financial Officer

Call us to Schedule:

(786) 556-3786

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