transaction advisory services

Transaction Advisory Services That Maximize Value & Minimize Stress

Whether you’re preparing to sell, secure investment, or scale through acquisition, the right financial strategy can make or break your outcome. Primetrics helps you approach the summit with clean financials, a strong position, and a clear path forward so you can lead with confidence and maximize what you’ve built.

Transaction Advisory Services

Transaction Advisory Services That Maximize Value & Minimize Stress

Whether you’re preparing to sell, secure investment, or scale through acquisition, the right financial strategy can make or break your outcome. Primetrics helps you approach the summit with clean financials, a strong position, and a clear path forward so you can lead with confidence and maximize what you’ve built.

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Strategic Preparation for High-Stakes Decisions

Great outcomes don’t happen by accident; they’re the result of planning, discipline, and clarity long before the deal is signed. We help you gear up months in advance, so you’re ready when opportunity comes into view.

Waiting for an LOI to start cleanup? That delay can cost you. We help you prepare 12–24 months out, ensuring clean books, organized documents, and a financial story that builds buyer confidence and protects your valuation.

The due diligence process is intense, but we make sure you’re ready for it. From assembling three years of financials to compiling contracts, payroll records, and tax filings, we help you organize everything buyers or investors will want to see. We flag potential issues early and ensure you’re presenting a clean, accurate picture of your business so the road stays smooth.

Whether you’re selling your company or seeking outside capital, valuation matters. We work with business owners to increase valuation by stabilizing revenue reporting, improving margins, and removing personal expenses from the books. We can also coordinate with third-party valuation experts to ensure you’re asking for a number the market will support, and help you clearly demonstrate why it’s worth it.

We don’t just crunch numbers; we walk with you through the entire deal. From answering investor questions to managing forecast models and financial strategy, we’re your advocate, helping you navigate every step and negotiate from a position of strength.

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  • A person interacts with a transparent virtual screen displaying KPI (Key Performance Indicator) charts, graphs, and data analytics, while working on a laptop.
  • Three people stand in an office with city views; two women are shaking hands while the third holds a tablet, all appearing professional and engaged in conversation, with sunlight streaming through the windows.

Signs You’re Ready to Engage a Transaction Advisory Firm

Thinking about selling, raising funds, or acquiring a new business? It’s time to reach out when:

  • Your financials are disorganized or not ready for investor or buyer review
  • You’re unsure what your business is really worth
  • You want to improve performance before going to market
  • You need help preparing for buyer or investor scrutiny
  • You want a financial expert in your corner, not just someone trying to close a deal
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Clearing the Path for Complex, High-Growth Industries

Primetrics’ transaction advisory services are built for companies operating in fast-paced, technical environments. We understand the nuances of high-tech manufacturing, robotics, e-commerce, and private equity-backed growth. Whether you’re exiting or expanding, we help you navigate the financial complexities with confidence.
 
Our team brings hands-on experience in forecasting, investor relations, working capital strategy, and due diligence. We know what buyers look for, how deals get structured, and what it takes to put your best financial foot forward. And because we’re not brokers, you can count on us to prioritize your goals, so you come through the deal stronger than you started.

FAQs

Being investment-ready means having accurate, up-to-date financials, clean books, and well-organized documentation (e.g., contracts, tax filings, employee data). It includes producing reliable financial statements, forecasts, and KPIs to present to potential investors or buyers.

Ideally, begin 12–24 months ahead. This allows time to prepare financials, optimize performance, address red flags, and build a compelling story. Early planning maximizes valuation and deal readiness. The Primetrics Difference: Please don’t wait to have an LOI in hand before you reach out. It takes months to prepare for a due diligence effort. You really want to put your best foot forward right out of the gate. This is a mistake we’ve seen many times, and it costs business owners a lot of money and sleepless nights. Don’t do it.

It depends on the current state of your records. Clean, well-maintained books may require a few months to assemble and clean up. Disorganized or incomplete financials could take 6-9 months to clean and validate.

Common items include three years of income statements, balance sheets, cash flow statements, general ledgers, tax returns, AR/AP aging, payroll records, contracts, and forecasts. Buyers may also request supporting documentation (bank statements, invoices).

Valuation methods include income-based (discounted cash flow), market-based (multiples of EBITDA or revenue), and asset-based approaches. Most small businesses are valued using adjusted EBITDA and a market multiple. The Primetrics Difference: Getting a formal valuation for a larger business is generally a good idea. It supports what you’re asking for your business. Our team can work with partners specializing in this work to lower the cost of getting a business valuation.

A QoE is a third-party review of your earnings, cash flow, and adjustments. It validates financial performance and identifies anomalies. Buyers often use QoE reports to assess risk and negotiate valuation. 

Improve EBITDA, reduce customer concentration, systematize operations, document key processes, and remove personal expenses from the books. Address legal, tax, or operational risks and demonstrate stable or growing financial trends. The Primetrics Difference: Stable and predictable top-line revenue and margins are critical to getting the best valuation for your company. Financial reporting errors often make revenue and margins look erratic, but what’s really happening is just bad accounting. Sometimes, fixing accounting can fix your financials and help your valuation.

Inconsistent financials, high customer concentration, messy books, legal disputes, or volatile cash flow. Poor documentation or excessive reliance on the owner can also reduce buyer confidence.

Working capital = current assets minus current liabilities. Buyers require a normalized level of working capital to ensure operations continue post-closing. Deals often include adjustments for deviations from target levels. The Primetrics Difference: Unfortunately, many times, buyers use working capital calculations as a game to get more money from a seller. You need to have your own theory on what working capital should be and monitor it as the deal closes, so that you’re not taken advantage of.

A Business Broker is like a real estate agent, they get paid to put a deal together, they are not your “advocate.” A fractional CFO helps organize financials, lead due diligence, and represent your interests. A fractional CFO can prepare forecasts, manage investor relations, and handle deal-related financial strategy. They are on your side!

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Start Now to Prepare for the summit

Whether you’re 18 months out or already entertaining offers, it’s never too early to start preparing. Reach out today to find out how transaction advisory services can strengthen your position and maximize your outcome. 


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