Structured financial statement optimization and M&A readiness services for founder-led businesses preparing for sale, capital raise, or investment banker engagement — delivered through AJA Automation Intelligence, our AI-enabled financial services operating brand.
Buyers, investment bankers, and their advisors scrutinize financial statements with a completely different lens than your accountant. Earnings that appear strong on an internally prepared P&L can look significantly different after a quality of earnings review.
The goal of pre-transaction financial preparation is to present your business accurately and favorably — removing the obstacles that would otherwise become buyer negotiating leverage, retrade triggers, or deal-killers during due diligence.
We find the problems before the buyer does. Then we fix them.
A structured diagnostic of your financial statements identifying the issues most likely to surface during buyer due diligence — before they become negotiating leverage. Includes 3-year P&L and balance sheet review, EBITDA normalization assessment, and reconciliation gap identification.
Full normalization engagement producing a documented adjusted EBITDA schedule with add-back justifications structured for investment banker and buyer presentation. Covers owner compensation adjustments, one-time expenses, and related-party transaction review.
Identification and correction of classification errors, personal asset removal, liability restructuring, and reconciliation of intercompany balances before transaction close. Produces a clean balance sheet positioned for buyer and advisor scrutiny.
Ongoing monthly engagement to maintain financial statement cleanliness, monitor EBITDA trends, and keep your books transaction-ready on a rolling basis. Includes monthly financial statement review, EBITDA trend monitoring, and transaction readiness scorecard.
Fixed-scope, fixed-fee engagement scoped to your transaction timeline and financial complexity. Defined deliverables, defined price — no open-ended hourly billing or surprise invoices.
Ongoing monthly engagement maintaining financial statement cleanliness and transaction readiness on a rolling basis — appropriate for businesses 6–18 months from a planned transaction.
Accelerated engagement for businesses that have received an LOI and need rapid financial preparation support on a compressed timeline. Priority resourcing and expedited delivery.
Describe your transaction timeline and financial situation. We will review and respond within one business day.
Run a free preliminary EBITDA diagnostic before reaching out. It takes 5 minutes and helps you understand your starting point.
Launch Free EBITDA Diagnostic ↗The EBITDA Diagnostic Tool at ajaautomation.ai gives you a preliminary adjusted EBITDA calculation in minutes — free, no signup, runs in your browser.