We organise the trading history, explain unusual results and document the basis for any proposed earnings adjustments. Monthly management accounts, customer schedules and borrowing records should tell a consistent story. Preparing them in advance can reduce repeated requests during a buyer’s review.
A practical example
A one-off project can lift annual profit without increasing recurring earnings. Separating that project from normal trading helps the owner explain the year honestly and gives buyers a clearer view of what may continue after completion.
What if our records are incomplete?
Start by identifying which periods and balances can be supported. We distinguish gaps that can be reconciled from assumptions that should be disclosed to a prospective buyer.
Working with us online
Tell us your timetable and the information you already have. We agree the deliverables and arrange remote document exchange and a review call.
Explore Business Advisory Services London