Statements and accrual discipline
Three years of reviewed or audit-ready financials, clean accrual accounting, monthly reconciliations and no cutoff surprises.
Fractional CFO · $5M–$100M companies
Acquisition & exit readiness
Buyers pay for numbers they can trust.
Whether you plan to sell, buy or keep the option open, diligence goes better when the books are accrual-based, add-backs are documented and revenue quality is easy to prove. We get your financials there before a buyer’s team looks.
Led by Di Mike Wang, CFA®, FMVA®, MBA (USC Marshall), trained at Morgan Stanley and Wells Fargo, with 15 years in finance.
$5M–$100Mrevenue-stage focus
CFA® · FMVA® · MBAsenior judgment on every engagement
Flat monthly feescoped to your needs
dmwcfogroup.com is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.
Official DMW Advisory domainWhat buyers test
Where diligence teams spend their time
Documented add-backs
An add-back schedule maintained now, documented and defensible in a quality of earnings review, instead of reconstructed under pressure.
Revenue quality and concentration
Recurring vs. one-time revenue, retention, margin by line and customer concentration, reported the way a buyer will calculate them.
Signs to start now
- You may sell, raise or acquire in the next one to three years.
- Your books are cash-basis, or accrual in name only.
- One customer is 15% or more of revenue.
- Add-backs are known informally, not kept in a schedule.
How it starts
- Free callA conversation about where the business is today and what it needs next.
- Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
- Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.
Questions
How early should we start preparing?
Earlier than most owners expect. Most founder-led companies score 4 to 6 out of 10 on exit readiness, and getting from 6 to 9 is usually about 24 months of deliberate work.
What is a quality of earnings review?
An independent review, commissioned by a buyer or by the seller, of whether reported earnings are real and repeatable: revenue recognition, add-backs, working capital and one-time items.
Where do we start?
With the free 10-point Exit Readiness Scorecard on dmwadvisory.com (about 5 minutes), or a free call to walk through where you stand.
Continue to dmwadvisory.com
Services, pricing, case studies and booking are on the firm’s website.