M&A Advisory
Preparing your business for buyer scrutiny before it starts.
A strong transaction outcome depends on clean financials, credible analyses, and a well-managed sell-side process. We help companies enter a sale prepared with real-time financials that hold up under pressure, build messaging that aligns with investment bankers and attorneys, and manage a rigorous process that maintains momentum.
- Sell-Side Diligence
We prepare the analyses buyers expect—and management needs—to support a smooth, credible diligence process.
What We Deliver
- Quality of Earnings (QoE) preparation
- Working capital analyses & target range development
- Margin, customer, and product analyses
- Support on financial definitions and disclosure schedules in the purchase agreement
- Transaction Readiness
We align your financials, processes, and reporting long before diligence begins, backed by AI-enabled delivery and real-time financial intelligence that keep your business deal-ready every day, not just when a buyer shows up.
What We Deliver
- Cash-to-accrual conversions
- Interim CFO/controller leadership during prep
- Accounting clean-up and GAAP alignment
- Financial modeling & scenario planning
- Cash flow, working capital & KPI visibility
- Deal Process Management
We manage the financial workstream so leadership stays focused on strategy and the day-to-day operations.
What We Deliver
- Coordination of financial deliverables
- Managing buyer requests & data room flow
- Timeline, milestone & dependency tracking
- Early issue identification & resolution
- Alignment with bankers, attorneys & internal teams
- Transaction CFO
We step in as an extension of your team during a transaction – presenting numbers, defending analyses, managing diligence, and aligning stakeholders.
What We Deliver
- Representation of accounting and finance function in management meetings
- Representing a company during buy-side financial due diligence meetings
- Defending analyses and assumptions
- Supporting SPA financial definitions
Why Buxbaum
- Deep sell-side specialization is our core expertise.
- We own the financial workstream; we don’t just advise on it.
- AI-enabled workflows let us move fast and stay ahead of buyers so you can too.
- We eliminate surprises early and protect deal momentum against valuation erosions, delays, or retrades caused by weak financials.
- We work in lockstep with your advisors.
What Clients Gain
- Increased probability of a successful close and at a higher valuation.
- A smoother diligence process.
- Fewer surprises and last-minute fires.
- Higher credibility with buyers.
- Stronger negotiating leverage.
- Deal leadership and bandwidth.
