M&A Financial Modeling

Buyer-Ready
Financials for
Business Brokers

Transform unprepared seller financials into professional, institutional-grade packages that serious buyers respect.

15+
Years M&A Experience
FAST
Turnaround*
$2M+
To $500M Deal Experience
Email Us Directly Book a Discovery Call

*Upon receipt of all required documentation

The Challenge

Why Deals Die
in Due Diligence

80% of small business sellers arrive with financials that serious buyers cannot work with.

Messy Financials

P&L statements don't match tax returns. Inconsistent categorization. Years of accounting shortcuts.

Undocumented EBITDA

Owner claims $2M EBITDA. No add-backs documented. No justification. Buyers walk away.

Working Capital Mystery

No clear working capital schedule. Buyers can't complete purchase price adjustments. Deals stall.

Hidden Red Flags

Revenue concentration, related-party transactions, timing games. Buyers find them. Deals die.

Result: Serious buyers walk away. Deals die. Months of work wasted. Commissions lost.

Services & Pricing

One Clear Purpose.

Every package is designed to make your seller's financials bulletproof before buyers see them.

Core Package
$2,750
Financial Model Rebuild

Fast, standardized financial clean-up for brokers preparing listings Includes:

  • 3-year reconstructed and normalized financial statements P&L
  • 3-year reconstructed and normalized financial statements Balance Sheet
  • 3-year reconstructed and normalized financial statements Cash Flow
  • EBITDA bridge
  • Add-back summary
  • Working capital schedule
Delivery: 3–5 business days
(subject to data quality)
Plus Package
$4,250
Model + Basic Risk Review

Everything in Core, plus:

  • Revenue concentration summary
  • High-level margin trend analysis
  • Basic red-flag summary
  • 1-page executive summary
Delivery: 5 business days
Add-On Menu
  • Expedited 48-hour delivery – $750
  • Forecast model – $1,200
  • Working capital peg sensitivity – $750
  • Buyer Q&A prep sheet – $500
  • Data room checklist – $350
  • Pre-Diligence Analytical Review* – $1,750
  • Includes the following:
  • Revenue trend analysis (3-year)
  • Customer concentration summary
  • Gross margin consistency review
  • EBITDA adjustment validation check
  • Identification of obvious one-time items
  • Short written summary (2–3 pages max)

Designed to identify common buyer diligence questions before going to market. This is a structured analytical review, not a full forensic quality of earnings engagement.

Rush Delivery: Add $500 for 48-hour turnaround  |  Volume Pricing: 15% off for 3+ projects/month  |  First Project: 25% off — use code FIRST25  |  White-label available for established partnerships

*Delivery timeline begins upon receipt of all required documentation. A document checklist will be provided based on selected service package.
How It Works

Simple. Fast.
Professional.

From messy books to buyer-ready package in five straightforward steps.

01
Initial Consultation

Brief call to understand your deal, select the right package, and confirm scope.

02
Document Request

We send a tailored document checklist based on your selected package and deal complexity.†

03
Engagement

Quote confirmed. NDA signed. 50% payment to begin work immediately.

04
Delivery

Professional package delivered within agreed timeline. Includes video walkthrough.*

05
Final Payment

Remaining 50% on delivery. Ongoing email support during buyer due diligence.

*72-hour turnaround begins upon receipt of all required documentation. Delivery timeline confirmed at engagement stage.

†Standard documents include: 3 years of P&L statements, balance sheets, tax returns, and general ledger detail. Additional documents may be required based on business complexity, industry, and selected service package. Complete checklist provided upon engagement.

Experience & Background

15+ Years Across
the Full Spectrum
of Finance

From M&A transactions to operational CFO roles — we understand both sides of every deal.

M&A Transaction Experience
  • Buy-side and sell-side advisory
  • Deals from $2M to $500M
  • Cross-border transactions (US, UK, EU)
  • Complex deal structures & carve-outs
  • Roll-up acquisitions & bolt-ons
  • Due diligence & business valuation
CFO & Controller Experience
  • Fractional CFO for growth companies
  • Controller across multiple industries
  • Financial planning & analysis (FP&A)
  • Board & investor reporting
  • Cash flow management & forecasting
  • Systems implementation (ERP, QBO, Xero)
Industry Expertise
  • Manufacturing & distribution
  • Business services
  • Software & technology
  • Healthcare services
  • Consumer products
  • Professional services
US Markets
UK Markets
EU Transactions
All Time Zones
NDA Standard
White-Label Available
Get Started

Ready to Close
More Deals?

Three ways to reach us. No gatekeepers. Just fast, professional service.

Contact Us Directly
info@svcfinancials.com

We respond within 24 hours

Send Us An Email

30-minute discovery call. Pick a time that suits you.

Book Discovery Call →

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Response TimeWithin 24 Hours
Markets ServedUS & UK
AvailabilityAll Time Zones
ConfidentialityNDA Standard

First project: 25% off — mention code FIRST25 in your message