AI Financial Diagnostics & M&A Preparation

Prepare Your Financials for M&A — Powered by AI

We apply AI-assisted financial diagnostics and structured M&A preparation frameworks to help founder-led businesses and enterprise finance teams normalize EBITDA, clean their balance sheets, and survive due diligence with confidence. Phase 1 of our diagnostic platform is live and free at ajaautomation.ai.

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Service
AI Financial Diagnostics & M&A Prep
Delivered Via
Consulting Opportunity Holdings LLC
Platform
AJA Automation Intelligence
M&A Preparation Framework

Four Areas Most Scrutinized During Financial Due Diligence

Buyers, investment bankers, and quality of earnings providers scrutinize financials through a different lens than your accountant. Our four-step framework addresses every area they will examine — before it becomes negotiating leverage against you.

Step 01

EBITDA Normalization & Documentation

Systematic identification and documentation of all appropriate add-backs to produce a defensible adjusted EBITDA that reflects the true earnings power of your business. Includes owner compensation adjustments, one-time expenses, and related-party transaction review.

  • Adjusted EBITDA calculation with documented bridge
  • Add-back schedule formatted for investment banker review
  • Owner compensation and personal expense normalization
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Step 02

P&L and Balance Sheet Reconciliation

Identification and resolution of timing differences, accrual inconsistencies, and intercompany transaction gaps between the income statement and balance sheet — across the 3-year lookback period buyers will analyze.

  • Financial reconciliation review and gap resolution
  • Multi-period consistency analysis across 3 years
  • Revenue recognition inconsistency identification
Step 03

Balance Sheet Cleanup for M&A

Reclassification of personal assets, correction of CapEx recorded as OpEx, working capital normalization, and resolution of intercompany balances before transaction close — presenting a clean balance sheet ready for buyer scrutiny.

  • Personal asset and expense removal from corporate books
  • Working capital baseline establishment
  • Related-party transaction documentation
Step 04

Quality of Earnings & Data Room Preparation

Proactive identification of issues a buyer's QofE provider will surface — addressed before they become renegotiation points. Full organization of financial documentation for an M&A data room including adjusted EBITDA schedules and supporting workpapers.

  • QofE readiness assessment and pre-emptive remediation
  • Data room financial package organization
  • Investment banker-ready adjusted EBITDA presentation
Delivered Through Our Operating Brand
AJA Automation Intelligence — M&A Financial Preparation Practice
View Full M&A Preparation Detail ↗
Benefits

What You Gain

Defensible Adjusted EBITDA
A documented, justified EBITDA figure that holds up under buyer and banker scrutiny — maximizing your valuation narrative.
No Surprise Due Diligence Issues
We find the problems before the buyer does — eliminating retrade risk and protecting deal value through the close.
Investment Banker Confidence
Clean, well-organized financials make your investment banker's job easier — and give buyers fewer reasons to reduce your ask.
Anomaly Detection at Scale
For enterprise finance teams: AI-powered monitoring of financial data quality across high transaction volumes — catching errors before they compound.
Real-Time Financial Data Quality
Continuous monitoring with alerts — so data integrity issues are caught when they occur, not discovered during audit.
Audit & Board-Ready Outputs
Structured diagnostic reports formatted for investor, board, or due diligence presentation.
Cost Savings & ROI

The Financial Case

15–25%
EBITDA improvement
Typical add-backs identified
2–3x
Valuation multiplier uplift
From EBITDA normalization alone
80%
Faster anomaly detection
vs. manual financial review
Free
EBITDA Diagnostic Tool
Phase 1 live at ajaautomation.ai
Who Needs This
  • Founder-led businesses preparing for sale or capital raise
  • Investment banker clients preparing CIM financial packages
  • PE-backed companies needing QofE preparation support
  • CFOs and controllers needing financial data integrity assurance
  • Businesses $2M–$50M revenue in lower middle-market
Deliverables

What We Deliver

Adjusted EBITDA Schedule
Documented add-back justifications structured for investment banker and buyer review.
Financial Diagnostic Report
AI-generated analysis of data quality, anomalies, and normalization opportunities.
Balance Sheet Cleanup Workpapers
Reclassification documentation and working capital normalization analysis.
QofE Readiness Assessment
Proactive identification of issues a buyer's QofE provider will surface.
Data Room Financial Package
Organized M&A data room documentation — EBITDA bridge, reconciliation workpapers, supporting schedules.
BalanceSheet AI Platform Access
Ongoing financial monitoring and diagnostic tool access via ajaautomation.ai.
Why Consulting Opportunity Holdings
Nine Years Operating History
Not a startup. An institutionally structured company with Delaware and Texas LLC structure, established in 2016.
Proprietary AI Platform
Phase 1 of BalanceSheet AI is live now. Our tools are purpose-built for M&A financial preparation — not generic accounting software.
M&A-Specific Expertise
Our framework is built around what buyers and QofE providers actually look for — not generic accounting cleanup.
Free Tool Available Now
Start with our free EBITDA Diagnostic at ajaautomation.ai ↗ before committing to an engagement.
NDA & Confidentiality
NDA available on all engagements. Your financial data and transaction details stay confidential.
Get Started

Request M&A Financial Preparation

Tell us where you are in your transaction process and what financial challenges you are facing. We will respond within one business day.

Start For Free

Not ready to engage? Run a free preliminary EBITDA diagnostic first — no signup required.

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Direct Contact
HQ: Dallas, TX 75254

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