Investment Banks
Our investment bank partners frequently encounter founder-led businesses who want to raise money or sell their business, but who have not kept their books to a standard that would pass due diligence.
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At General Ledger Partners, our experienced professionals correct accounting issues and provide financials that are suitable not only for due diligence, but also for future reviews of the business's financial performance.
Our Simple 3-Step Process
Through our discovery process, we can evaluate a company's financials and come up with a game plan to get them through diligence.
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We schedule a 30-45 minute discovery call with you and your client to understand the business, the end goal of diligence, and the financial systems currently being used.
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We request basic read-only access to your client's accounting and related financial systems so we can look behind the curtains and determine the effort required to bring the books up to standard.
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We provide your client with a ranged estimate of time frame and cost needed to bring the books up to standard.
Poorly maintained financial books can result in a low valuation or an inability to pass due diligence. Clean and accurate financials leave a good impression on the diligence firm you're working with, which can lead to future business opportunities.
If you have any clients that could benefit from our services, we'd love to partner with you to maximize the value of the deal.
