Four specialized services forming a complete Financial Diagnostics Platform — for owners, buyers, and investors requiring structured financial intelligence.
End-to-end financial preparation for a business sale — from document collection through investor-ready package delivery.
Document collection, structural review, issue identification, and remediation roadmap for buyer-ready financials.
Complete pre-transaction financial dossier — validated statements, EBITDA schedule, balance sheet narrative, and diligence checklist.
Identify every legitimate add-back, document the normalization, and produce a defensible EBITDA schedule for maximum transaction value.
AI-assisted identification of owner compensation, one-time expenses, non-operating items, and legitimate normalization adjustments.
Validated, documented EBITDA schedule formatted for buyer, lender, or investor review.
AI-powered remediation of misclassifications, dormant assets, liability structuring, and IRS category alignment.
Identification and correction of incorrectly categorized assets, liabilities, and equity items using AI diagnostic mapping.
Mapping all balance sheet items to IRS-standard categories — ensuring clean chart-of-accounts for any transaction or audit.
P&L vs Balance Sheet validation — detecting and resolving discrepancies before they surface in due diligence.
Prepare your financial records for the scrutiny of buyer due diligence — before the buyer sees them.
Systematic review of financial records against common buyer due diligence checklists — identifying gaps and structuring fixes.
Organized, indexed financial documentation package aligned to standard M&A data room requirements.
Consulting Opportunity Holdings LLC delivers management consulting, technology staffing, process automation, and cloud solutions beyond these AJA services. View all COH services →