I
Transaction Services
Buy-side diligence for deal teams and sell-side readiness for companies preparing a sale.
- Quality of earnings
- Add-back validation
- Working capital and debt-like items
- Sell-side readiness
For advisors, sponsors and operators
Clear numbers for the decision in front of you
We provide transaction diligence and sell-side work, business valuation, strategic advisory, and turnaround and restructuring services
01Who we work with
The people who call us
Advisory firms
Sit in your data room, draft the section, stay off the client relationship.
Private equity
Cash after close, tracking against the deal case, and extra hands on a live diligence.
CFOs and CEOs
A forecast, a model for the board, or a sale engagement that is ready to be read.
Founders and VCs
Seed to Series B models that match the deck, and deal models for funds.
Lawyers
Dispute analysis and cash work prepared under your engagement.
02Services
What we do
II
Valuation Services
Purchase price allocation, goodwill impairment and ASC 718 analysis, prepared behind the firm that signs.
- Purchase price allocation
- Goodwill impairment testing
- Equity compensation analysis
III
Strategic Advisory
Models, founder finance, lender readiness, post-close tracking, margin analysis and a narrow reporting retainer.
- Decision-ready models
- Founder finance and lender readiness
- Post-deal tracking
- Pricing and margin analysis
- Planning retainer
IV
Turnaround & Restructuring
A 13-week cash sprint and deal and dispute analysis for operators, sponsors and counsel.
- 13-week cash forecast
- Weekly variance
- Deal and dispute analysis for counsel
Where we fit
Where we fit in a deal
Where the engagement sits in a process, and which offering matches.
Pre-signing
- Sell-side clean-up before buyers arrive
- A model that can take a new case
- A founder engagement that survives first questions
Diligence
- Quality of earnings
- Add-backs
- Working capital
- Forecast review behind the advisor of record
Close
- Purchase price allocation analysis
- A deal model that still matches the findings
- A cash view if the business is tight into close
Day 1 to Day 100
- KPI and synergy tracking against the deal case
- Margin by product and customer
- A narrow reporting cadence if you want it kept
Disputes and restructuring
- Purchase price and working capital fights
- Chapter 11 reporting
- A 13-week cash plan for counsel
How it runs
How an engagement actually runs
Four steps. The person on the call does the work.
Scope in writing
We agree the workstreams, the documents, and what you will hold at the end. If the engagement grows, we say so before the hours do.
Work the engagement
The person on the call does the analysis. There is no junior bench behind the intro.
You review the draft
You see the draft before anyone else does. A call happens before findings are shared.
Findings leave under your name
We draft on your template, in your data room, under your engagement when that is the job.
03Engagements
Selected engagements
A short list of past engagements, generalized. No client names.
M&A diligence for private equity on software and data infrastructure
Previously at FTI Consulting
Sponsor-backed buy-side engagements that needed quality of earnings, working capital, debt-like items and forecast review.
- Quality of earnings, working capital and debt-like items
- Forecast review against historical run-rate
- Workpapers the lead could take into IC
13-week cash, covenants and product profitability in a distributor turnaround
Previously at B. Riley
An operator under lender pressure needed a weekly cash view, covenant tracking, and a clear read on inventory and product contribution.
- 13-week cash forecast and weekly variance
- Covenant pressure view for lender reporting
- Inventory and product profitability analysis
Buy-side and sell-side diligence on technology and consumer deals
Previously at EY
Live processes where the diligence report had to stand up next to a large deal value.
- Quality of earnings on technology and consumer targets
- Working capital and one-time item analysis
- Draft report sections for the lead partner
Deal values of roughly $1.5B to $2.0B
04About
The person who does the work
Ten years of combined experience across transaction diligence, business valuation, turnaround and restructuring, outsourced FP&A, and audit.
Sushil Krishnan (Soosh)
Chartered Accountant
MS Corporate Finance, Brandeis University
Bachelor of Commerce
- EY, New York: Valuation, modeling and financial due diligence
- B. Riley, New York: Turnaround and restructuring
- FTI Consulting, San Francisco: M&A financial due diligence
- G2 Capital Advisors, Boston: Investment banking support on live deals
- Regional consulting firms: middle market financial due diligence, internal audit, outsourced FP&A, other audit assignments
Soosh is the founder and CEO of InnerText, a SaaS-based creator monetization platform. He has firsthand experience building a company from the ground up.
Questions
Questions people ask
The five objections that come up before an engagement starts.
What does ongoing support mean?
A written monthly scope: post-deal tracking, a planning pack, or margin analysis. The same person, the same engagements.
How do you stay independent of the books?
We tie cash to the bank and test adjustments against source documents. We do not sign the financial statements. Your accountants remain the ones who close the books.
Why not have our accountants do this?
Your accountants close the books. We read them the way a buyer or a lender will, and we stop at the finding.
What does it cost?
Fixed fee, hourly, or a monthly retainer. The number is agreed in writing before work starts.
Who is this not for?
An engagement that needs a signing partner. A valuation conclusion. A founder looking for someone to run finance day to day.
Get in touch
If the engagement is live, book a call
A short intro call. If it is not a fit, we say so.
Book a call