The CFO Capstone
Exit & Transaction Advisory
For businesses that have built real enterprise value, the eventual conversation is buy, sell, or raise. This is where the CFO relationship leads — not a separate service bolted on.
Protea is still three service lines, one fixed fee: CFO, Controller, and business tax. Exit and transaction advisory isn't a fourth line item — it's what the CFO relationship is often building toward. The same normalized numbers, clean books, and forward-looking financials that make monthly decisions easier are exactly what a buyer, lender, or investor needs to see.
If you're already a Protea client, this builds directly on work already done. If you're not, it starts the same way any engagement does — with a conversation about where your business actually stands.
Fixed Fee · Available to Any Client
Exit & Transaction Advisory
Get your business ready to sell, prepare for a capital raise, or evaluate an acquisition — scoped and quoted as a fixed fee, same as everything else at Protea.
Sell-Side Readiness
A pre-market readiness review that surfaces the issues a buyer’s diligence team will find — before they find them.
Quality of Earnings (QoE) Prep
Get ahead of the buy-side QoE process with a clean, defensible view of normalized earnings before diligence begins.
Earnings Normalization & Add-Backs
Identify and document the one-time, owner-specific, and non-recurring items that separate reported earnings from what a buyer will actually pay for.
Data-Room Build
An organized, buyer-ready data room — financials, contracts, cap table, and supporting schedules — so diligence moves fast instead of stalling.
Buy-Side Diligence Support
Evaluating an acquisition? We run the financial diligence — quality of earnings, working capital, and deal-risk review — on the target.
Deal Modeling
Purchase price mechanics, working capital targets, earnout structures, and post-close scenarios modeled before you sign anything.
Thinking about buying, selling, or raising?
Book a free 20-minute conversation. We'll talk through where your business stands today and what it would take to get it transaction-ready.