01 / Diligence
Buyer-ready accounting
Identify issues before the buyer turns them into leverage. Prepare reconciliations, memos, and support that survive diligence pressure.
Technical accounting, accounting policy, and deal-readiness cleanup for companies where revenue, leases, debt, derivatives, acquisitions, stock comp, or consolidation have outgrown the current close process.
The problem is rarely that nobody tried. The problem is that the business became more complex than the memo file, the close checklist, and the finance team’s available time.
Identify issues before the buyer turns them into leverage. Prepare reconciliations, memos, and support that survive diligence pressure.
Convert informal accounting judgments into reviewable technical positions with source support, quantified impact, and clear conclusions.
Move one-off cleanup into repeatable close procedures so the same question does not return every month under a different name.
Turn technical accounting risk into decision-ready language for CEOs, boards, lenders, and sponsors without losing the accounting substance.
Use AI to accelerate issue spotting, memo drafting, support indexing, and variance explanation while preserving human review and approval.
Prioritize what actually moves the financials, the audit, the deal timeline, or the credibility of the finance function.
Built for founder-led and PE-backed companies that need Big-Four-caliber accounting judgment without turning every issue into a committee.
ASC 606ASC 842ASC 805ASC 470ASC 480ASC 815ASC 718ASC 810A technical accounting project should not become a wandering research memo. It should produce a defensible conclusion, a quantified impact, and a business decision.
Name the issue, affected periods, stakeholders, and the decision deadline.
Gather contracts, schedules, ERP exports, prior memos, audit comments, and data-room support.
Build the accounting position, alternatives considered, impact, and evidence trail.
Draft the technical memo, close procedure, diligence response, or board-ready summary.
Convert the conclusion into repeatable reporting and close controls.
Bring the contracts, debt agreements, lease population, acquisition file, audit comment, or buyer question. The first output is a scoped issue map and priority list.