Quality of Earnings
Analyze reported earnings, normalization items, recurring performance and EBITDA adjustments.
Buy-side and sell-side financial analysis for lower-middle-market transactions, with particular strength in operating businesses and multi-location companies.
The goal is not more finance for its own sake. It is clearer information, stronger decisions and a finance function that supports the way the business actually operates.
Analyze reported earnings, normalization items, recurring performance and EBITDA adjustments.
Financial diligence focused on earnings quality, trends, concentrations, working capital and transaction risks.
Prepare the financial story before a buyer’s diligence team arrives.
Reconstruct earnings around recurring operations, one-time items and defensible adjustments.
Analyze normalized working-capital needs, seasonality and transaction implications.
Purchase price, leverage, debt service, returns, synergy and post-close models.

15+ years across finance, FP&A, M&A and operations, including President and CFO leadership of a 190+ unit, $190M+ organization.
Reno, Nevada · Serving businesses nationwide
Fractional CFO support, financial modeling, transaction diligence or an experienced perspective on a difficult situation—start with a conversation.