Acquisition Financial Review

Understand the financial business you're actually buying.

Ravenmark helps prospective buyers look beyond the asking price and evaluate earnings, cash flow, working capital, seller adjustments and financial risks before making a major commitment.

A practical buy-side financial review

Designed for privately held business acquisitions where the buyer needs experienced financial analysis without commissioning a full audit or formal quality-of-earnings engagement.

Typical areas reviewed

  • Historical P&L and balance-sheet trends
  • Current year-to-date performance
  • Cash flow and working-capital requirements
  • AR/AP aging
  • Debt and significant obligations
  • Owner compensation and seller add-backs
  • Revenue, gross margin and customer concentration
  • Inventory and material balance-sheet accounts
  • Nonrecurring or unusual expenses
  • Financial questions requiring further diligence

What you receive

An executive review summarizing key trends, normalized earnings considerations, cash-flow observations, working-capital needs, identified financial risks and unresolved diligence questions, followed by a buyer discussion meeting.

Ravenmark provides financial consulting and management due diligence. This service is not an audit, review, compilation, attestation, appraisal, business valuation, tax opinion, legal due diligence, fraud examination or assurance engagement. Specialized CPA, legal, tax and valuation professionals should be engaged when appropriate.

A practical entry point—not an audit.

The Financial Health Review is a management-consulting engagement. It is not an audit, review, attestation engagement, forensic examination, tax opinion or legal opinion, and does not provide assurance regarding the accuracy or completeness of financial information.

A confidential first conversation

Let's talk about your business.

Every business has different financial needs. We'll start with a confidential conversation about where your business is today, where you're headed, and where stronger financial management could make a difference.

Schedule a Confidential Consultation