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For growing companies, an audit is often treated as a compliance requirement: respond to requests, get through fieldwork, file the report. Investors view it differently. For them, an audit is …

Raising $10 million or more changes the nature of investor diligence. At this level, investors are less concerned with the headline story and more focused on: Whether your financials can …

You’re gearing up for your next round. Deck is polished. Pipeline looks strong. Investors are interested. A partner at a top fund emails: “We’re excited—just need our finance team to …

You’ve finally received what you’ve been working toward for years: a serious buyer is interested in your company. There’s excitement—and then the request list hits your inbox: 3–5 years of …

For many physicians and practice owners, partnering with a hospital system, selling to a private equity-backed platform, or bringing in outside investors is the biggest financial decision of their career. …

For e‑commerce brands, inventory is where most of the cash sits—and where a lot of the risk hides. If your inventory accounting is sloppy, the impact shows up everywhere: misstated …

Selling a cannabis company is not a typical middle‑market exit. You’re operating in a federally illegal industry, under intense regulatory scrutiny, with complex tax treatment (280E), fragmented entity structures, and …

A lot of founders and owners know they “need help with finance,” but get stuck on what kind of help: “Do I need a CFO or just a Controller?” “What’s …

You’ve spent years building the company. Revenue is up. Customers trust your brand. A strategic buyer or investor finally reaches out with serious interest. The LOI looks promising. Multiples are …