CPAs exclusively for e-commerce brands · Plans from $199/mo · Multi-channel · DTC · Marketplaces · 240+ brands · $680M GMV

Due diligence, exits, and fundraises

Audit-ready books.
Defended valuations.

When buyers, lenders, or auditors show up, your books are either an asset or a liability. We make sure they’re an asset. Quality of earnings reports. Sell-side diligence. Working capital adjustments. Reps & warranty defense.

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Plans from $199/month · Scales with your business · Brooklyn, NY-based

WHO THIS IS FOR

Brands talking to aggregators, strategics, or PE
Founders considering an exit in the next 6-24 months
Companies raising debt or a working capital line
Anyone going through a financial audit (lender, IRS, etc.)

What’s included

Every transaction support engagement
includes all of this.

No upsells. No “premium tier” gating. The list below is what you get from day one.

Quality of Earnings (QoE) reports

Sell-side QoE prepared in the format buyers’ diligence teams expect. Normalized EBITDA, run-rate adjustments, one-time items, owner add-backs — all defensible.

Sell-side due diligence support

We sit in the data room with you. Answer buyer CFO questions in real time. Provide schedule backup. Get the deal closed faster.

Working capital target negotiation

The single most contested number in any deal. We model your historical working capital correctly so you don’t leave 6 or 7 figures on the table at close.

Net working capital true-up calculations

Post-close NWC adjustments calculated, defended, and (when appropriate) disputed. We’ve recovered 5- and 6-figure adjustments for sellers.

Aggregator / strategic acquirer diligence

Specifically trained on the metrics aggregators and Amazon roll-ups demand: TTM revenue, TTM contribution margin, SKU concentration, ad efficiency, return rate.

Audit prep & coordination

Going through a financial audit (lender, PE, IRS)? We prep the schedules, sit on the calls, and handle the back-and-forth.

Lender financial packages

For working capital lines, inventory financing, SBA loans, MCA refinancings — we prepare the financial section to underwriting standards.

Reps & warranties insurance support

R&W underwriters review our books regularly. We know what they look for.

Ready to start?

30-minute discovery call. No pitch.

A senior partner — not a salesperson — reviews your numbers and tells you whether we’re the right fit.

Book a free call

Frequently asked

Questions we hear
a lot.

When should I start preparing my books for an exit?+

12-18 months minimum. The clean trailing-twelve-month financial statement that defends valuation can’t be created retroactively. The longer the runway, the more we can do.

What is a QoE and do I need one?+

Quality of Earnings — an analysis that normalizes your EBITDA for one-time items, owner add-backs, and accounting adjustments. Buyers always do their own buy-side QoE. Sellers who get a sell-side QoE done first usually defend a 0.5-1x higher multiple.

Do you replace my M&A advisor or attorney?+

No. We handle the financial diligence; M&A advisors run the sale process; attorneys handle the legal docs. We work alongside both — and have done dozens of deals with the major e-commerce M&A advisors.

Can you defend my add-backs?+

Yes. The buyer’s QoE will challenge your add-backs aggressively. We make sure each add-back is documented, defensible, and consistent with how the buyer’s CFO will model it.

What about Amazon aggregator deals specifically?+

We’ve done many. Aggregators have specific quirks: TTM rolling, SKU concentration thresholds, ad efficiency on Amazon vs. other channels, FBA fee normalization. We speak their language.

Audit-ready books.Defended valuations.

Every transaction support engagementincludes all of this.