M&A Readiness & Transaction Preparation
Prepare your financial information for a potential acquisition or sale.
Enter a potential transaction with clearer numbers and organized information.
Whether exploring a sale, acquisition or strategic opportunity, preparation starts with financial information that is consistent, supportable and ready for review. ZaMona Advisory helps management organize the underlying records and identify questions before the diligence process accelerates.
Business owners and finance teams preparing for a potential acquisition, sale or transaction-related diligence process.
What is included
Financial reporting clean-up
Review reporting packages, reconcile key schedules and identify gaps in supporting documentation.
KPI and revenue analysis
Organize revenue trends, customer metrics and operating KPIs, with clear definitions and supporting schedules.
Working-capital and cash analysis
Assess receivables, payables, cash trends and working-capital drivers to support management discussions.
Due diligence requests and data room
Build a practical diligence request list, track open items and organize files for controlled access and review.
Advisor coordination
Coordinate financial information requests with the company's attorneys, accountants and other transaction advisors.
What your first 30–60 days look like
Week 1: Align on transaction objectives, reporting periods, available records and key stakeholders.
Weeks 2–3: Review financial reporting, revenue KPIs, cash and working-capital schedules; prioritize gaps.
Weeks 4–6: Organize diligence request lists, supporting files and a structured data room; coordinate questions with advisors.
Days 45–60: Resolve priority open items, validate schedules with management and establish an ongoing diligence response process.
Faster preparation, informed validation
AI can accelerate document indexing, schedule comparisons and the first pass at identifying inconsistencies across financial records. Experienced finance oversight then tests assumptions, reconciles exceptions to source data and decides what is sufficiently reliable to share with prospective counterparties.
Advisory scope
These services provide financial preparation and coordination support only. They do not include legal, tax, valuation, audit, review or other assurance services. Engage qualified professionals separately for those matters.
Discuss your transaction preparation priorities.
Identify the financial information and diligence steps that matter most for your next stage.
Book a Free 30-Minute Consultation