For accounting and advisory firms
Add transaction execution capacity without building a permanent team for project-based demand.
Advisory and M&A support
Diligence-ready before the buyer asks.
Transactions create a different kind of finance workload.
The information has to be complete, consistent and easy for another party to understand, often while the business is still operating normally.
Heritage supports the financial preparation behind acquisitions, sales, fundraising and other transactions.
- Engagement
- Project based
- Turnaround
- Deal driven
What's included
- Quality of earnings schedules
- Normalized EBITDA analysis
- Net working capital analysis
- Working-capital peg support
- Revenue analysis
- Customer analysis
- Due-diligence request lists
- Data-room management
- Valuation support schedules
- Sell-side readiness reviews
- Post-deal finance integration support
For accounting and advisory firms, For businesses
For businesses
Prepare the financial information a buyer, investor or lender will need before the process becomes time-critical.
How we deliver
- 01
Scope the transaction
We establish the transaction timeline, workstreams, information requirements and responsibilities.
- 02
Build the schedules
Historical financial information is organized, reconciled and adjusted into the schedules required for the transaction.
- 03
Manage the information flow
Requests, supporting documents and outstanding items are tracked so the finance work does not become the bottleneck.
- 04
Support the final review
Your deal team retains judgment and client responsibility. Heritage provides the underlying analysis and financial preparation.
Software we work in
- Excel
- DealRoom
- Power BI
Deal information is confidential by default. We work under NDA, inside your data room and systems, with access limited to the people on the engagement.
Questions about this service
Do you issue valuation opinions?
No. We prepare valuation support schedules for your team or your valuation advisor, who forms the opinion.
How quickly can you start on a deal?
Deal work is project based and runs to the deal's timetable. Tell us the dates on the call and we will say honestly whether we can meet them.
Can you help after the deal closes?
Yes. We support post deal integration of the finance function, from mapping the chart of accounts to the first combined close.
Let's find out if this fits.
Fifteen minutes, no deck. Tell us where the pressure is and we will tell you honestly whether we can help.