M&A & Deal Readiness
Deal-ready financials,
before a buyer asks
Continuous valuation and quality of earnings built on books that stay current. Adjusted EBITDA, normalized earnings, working capital analysis, and diligence-grade documentation refresh with every close — so a deal conversation starts from prepared numbers.
Diligence rewards preparation
Most companies meet their first QoE request mid-deal. The diligence team asks for normalized earnings, add-back support, and working capital history, and the finance team spends weeks reconstructing years of records while the deal clock runs.
TripleBooks keeps that package standing. Because the books stay current and one-time items are tagged as they post, the valuation estimate, add-back schedule, and working capital analysis exist before the deal does — and every figure traces to the ledger.
Continuous valuation
Your valuation, kept current because your books already are.
Adjusted EBITDA, normalized
Owner compensation, one-time items, and related-party costs are normalized into add-backs — a defensible adjusted EBITDA drawn straight from the ledger.
Relevant multiples applied
Industry and size-appropriate multiples produce a valuation estimate you can stand behind in a board meeting or an early buyer conversation.
A number that stays current
Your valuation refreshes as your financials do. Every close updates the estimate, so the number you quote reflects the business as it is today.
Credentialed formal valuations
Lender-grade and court-grade valuations route to a credentialed valuation analyst. TripleBooks maintains the data and the ongoing estimate between formal engagements.
Quality of earnings
The analysis a buyer's diligence team will run, prepared on your side first.
Normalized historical earnings
Revenue and expense history normalized for one-time items, timing shifts, and accounting changes — the earnings picture a buyer's diligence team will build, prepared first.
Working capital analysis
Working capital trends and peg analysis maintained alongside the books, so purchase-price adjustments are negotiated from your numbers.
One-time items, flagged as they happen
Non-recurring revenue and expenses are tagged at posting time. The add-back schedule builds itself month by month instead of being reconstructed years later.
Diligence-grade documentation
Every figure in the package traces to ledger postings with a full audit trail. Data-room requests get answered from the record.
From clean books to a signed deal
Books get current
Start with a managed engagement or run the workspace yourself. Feeds connect, history gets cleaned, and the close cadence begins.
Baseline workup
We establish the add-back schedule, normalize historical earnings, and produce the first adjusted-EBITDA valuation estimate and working capital view.
Continuous refresh
Each close updates the valuation, the earnings normalization, and the working capital analysis. The deal package matures with the business.
Deal time
When a buyer, lender, or investor asks, the QoE package and valuation support already exist. Diligence starts from documentation, on your timeline.
Pricing
Deal readiness runs on a Growth or Scale bookkeeping engagement, so the numbers underneath it stay accrual-clean.
Baseline workup
$5,000one-time
Add-back schedule, normalized historical earnings, first adjusted-EBITDA valuation estimate, and working capital view.
Continuous refresh
$500/mo
Valuation, add-backs, and working capital roll forward with every close. Added to a Growth or Scale engagement.
Deal-time package
Scoped
Full sell-side QoE report and credentialed formal valuation when a transaction is live — quoted from a standing package, a fraction of a cold-start engagement.
Because the package is already standing, deal-time work is quoted at a fraction of a cold-start QoE engagement. Bookkeeping packages
Thinking about a sale, raise, or refinance?
Tell us your timeline. We will scope the baseline workup and get the valuation and QoE package standing well before you need it.