Home Services Transaction Services
Confidential sale, acquisition and valuation support built around documented facts and a written scope.
Sell-side preparation
Define goals and confidentiality, organize the data room, normalize financials, document licenses and owner duties, prepare marketing materials, screen inquiries and coordinate diligence through closing.
Buyer-side support
Clarify criteria, assess opportunities, build a source-backed earnings bridge, test operations and working capital, coordinate specialist diligence and maintain a conditions-to-closing tracker.
Valuation support
Reconcile tax returns, ledgers and operating systems; distinguish SDE from EBITDA; document adjustments, replacement labor, capital needs and data limitations; and identify the purpose and standard of the analysis.
What an engagement should define
- The responsible legal entity and people.
- Whether the assignment is brokerage, consulting, a broker opinion or another defined service.
- Deliverables, exclusions, timeline, confidentiality, conflicts and fees.
- Which work requires counsel, a CPA, an appraiser, lender, regulator or other specialist.
- The evidence standard for financial, operating and market statements.
Start with a readiness review
Use the downloadable checklists and models to identify missing records before a process begins, then review the editorial and verification standards.