Financial screening01
Addback
Start with a free financial screen. Identify candidate adjustments, evidence gaps, and the questions worth taking into diligence.
ONE ACCOUNT. THREE WAYS TO WORK.
Your next step in
financial diligence.
Screen a target, engage a CPA-led team, or complete the analysis yourself.
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Done-for-you M&A services02
Advisory
Work with a CPA-led team on buy-side or sell-side QoE, business valuation, LBO modeling, and transaction advisory.
In-house financial diligence03
Platform
Bring your data, AI-powered analysis, reviewer questions, and deliverables together in one connected workspace.