Financial due diligence on the numbers that matter — what a buyer or investor would actually find, looked at honestly today.
Discretion. Integrity. Diligence.
See what the business is actually worth today.
Most founders have a number in mind when they think about what their business is worth. That number is often based on what they believe the business could be worth under the right conditions — not what an informed buyer or investor will conclude when they look at the numbers properly and apply the valuation methods active in today's market.
The Financial Reality Session closes that gap. We work through the business's financial position with you — revenue, margins, cash generation, EBITDA, and the assumptions underpinning the growth story — and we give you an honest account of what that translates to in valuation terms, and why.
This is an informed commercial view of value, not a formal valuation.
We draw on current transaction comparables, active deal flow, and experience on both sides of investment and M&A transactions since 2009. The output is not a theoretical valuation range — it is a direct, frank assessment of where a business like yours, in its current condition, would trade in the market today.
The session typically runs two to three hours. We work through the financial model together, identify the key value drivers and the key value risks, and arrive at a clear view of current value and what would need to change to move it materially. The session can be followed by a written summary of the findings if required.
Founders come to this session for several reasons: ahead of a fundraise, to understand what dilution is realistic; ahead of a potential sale, to calibrate expectations before a process begins; as a sanity check on a term sheet they have received; or simply because they want an informed, independent view of where the business stands.
We tell the truth. If the number in your head is achievable, we will tell you what needs to happen to get there. If it is not achievable in the current form of the business, we will tell you that too — and what the realistic path looks like.
Everything discussed is held in strict confidence.
Start with an application.
We only take on work where we can make a difference, so the first step is understanding what you need.
Discretion. Integrity. Diligence.
An informed view of what the business is worth today, not what you hoped.