Most retrades are not surprises. They are unresolved finance issues discovered late by someone with leverage. StackedCFO prepares the EBITDA story, working-capital bridge, data room, technical accounting positions, and diligence narrative before the buyer or lender gets the first clean look.
Deal readiness is not cosmetic cleanup. It is the operating layer that turns finance from a source of buyer objections into a controlled evidence file.
The company may be attractive. The diligence package may still be fragile.
Add-backs are unsupported, recurring costs are mislabeled, and the bridge does not survive buyer pressure.
Working capital is calculated mechanically instead of economically, creating retrade risk late in the process.
Customer concentration, churn, timing, and ASC 606 issues remain hidden until diligence reframes the story.
Schedules exist, but they do not tie, explain, or prove the transaction narrative under scrutiny.
Built for founder-led companies, PE-backed platforms, and operators preparing for a raise, lender package, recap, sale process, or sponsor review.
Revenue, margin, expense, and EBITDA analysis built from the buyer's likely question list, not management's preferred story.
Normalize add-backs, recurring costs, founder expenses, one-time items, and policy changes with defensible schedules.
Build the monthly NWC bridge, identify seasonality, isolate true operating needs, and pressure-test the proposed peg.
Organize schedules, evidence, reconciliations, and explanations so the data room answers the next question before it is asked.
Identify ASC 606, 842, 805, 470, 480, and 815 issues that could become diligence distractions or purchase-price pressure.
Turn the analysis into the executive story: what changed, what is recurring, what is risk, and what is already remediated.
The deliverable is not a pretty memo. It is a buyer-ready finance file that reduces avoidable diligence noise.
QoE PackRevenue, gross margin, opex, EBITDA, add-back, customer, cohort, and bridge schedules.
NWC FileTrailing monthly working-capital analysis, normalization, seasonality, peg logic, and issue list.
Data Room MapIndex structure, tie-out log, source schedule register, and evidence tracker.
Risk RegisterKnown buyer questions, accounting issues, diligence gaps, unresolved data items, and remediation owner.
Executive BriefBoard, lender, or banker-ready narrative with the numbers, issues, answer set, and recommended posture.
Most companies do not need a year-long transformation before diligence. They need a focused sprint that finds, fixes, and frames the issues.
Review trial balance, financials, debt, revenue, contracts, close process, and prior lender or board packages.
Build EBITDA, revenue, margin, customer, opex, and working-capital views with diligence-grade support.
Resolve accounting and data gaps, draft memos, reconcile support, and build the answer file.
Deliver the QoE prep pack, data room map, risk register, and executive narrative.
Bring the issues forward while you still control the narrative, the evidence, and the timeline.