Financial Due Diligence for Search Funds – Aligned with Your Success

If you're evaluating a target or under LOI, I offer specialized financial due diligence for search funds — delivered by a CPA, CFA advisor with 10+ years of experience.

What I provide:
-Search fund - focused databooks and QofE reports
-QofE, working capital and net debt analyses
-Post-close financial advisory
-Review of LOI, SPA and other transaction documents
Why work with me:
-As a sole practitioner, I have the flexibility to structure engagements in a way that directly aligns my success with yours
-Flexible fee models, including equity-based compensation contingent on closing
-Senior-level attention — no junior handoffs -Deep experience supporting searchers through close -I’ve helped searchers secure better financing, avoid red flags, and close with confidence—all with minimal upfront cost.

Feel free to reach out via DM or comment below to connect. I offer a complimentary 30-minute introductory call to learn more about your search and how I can support your diligence needs.