Four-phase financial preparation framework combining AI diagnostics with expert financial consulting — designed to make your financials buyer-ready and investor-grade.
Document collection, financial statement audit, structural review, and identification of issues that will surface during buyer due diligence.
Identification and documentation of all legitimate add-backs, owner compensation normalization, one-time expense removal, and EBITDA validation for maximum defensible value.
AI-assisted remediation of misclassifications, dormant assets, liability structuring, IRS category alignment, and cross-document reconciliation.
Compilation of standardized financial data package — 3-year trended statements, normalized EBITDA schedule, balance sheet narrative, and diligence-ready documentation.
M&A Preparation is delivered through our AJA Automation Intelligence platform. Visit ajaautomation.ai/m-a-preparation/ for the full service portal.
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