Advisory
CPA-led financial diligence. Done for you, without the traditional overhead.
From scope to a reviewed deliverable.
Finsider Advisory combines an AI-powered workflow with professional review for buy-side and sell-side Quality of Earnings (QofE), valuation, LBO modeling, and M&A support. Confirm the scope and CPA sign-off for your engagement at intake. Mitch Petracca, CPA. 8 years in transaction advisory, starting at PwC. 150+ Quality of Earnings engagements personally executed.
Engagement workspace
Start with a scoped engagement and a clear document request. Share financial statements, monthly trial balances, general ledger detail, proposed adjustments, and the transaction timeline so the team can plan the review.
Buy-side and sell-side QofE
Choose full-scope or streamlined QofE to match the transaction. Full engagements cover adjusted EBITDA, working capital, and proof of cash; Lite engagements focus on adjusted earnings and key deal risks within the agreed scope.
Advisory services
Advisory offers seven M&A services: full and Lite buy-side QofE, full and Lite sell-side QofE, business valuation, LBO modeling, and M&A advisory support for deal questions and analysis.
Scoped & reviewed
Confirm the engagement scope, required records, timing, and deliverables before work begins.
Buy-side & sell-side QofE
Full and Lite scopes with CPA-led review
Valuation & LBO modeling
Financial analysis for acquisition and planning decisions
M&A advisory support
Hands-on help with deal questions and analysis
Your next diligence workflow starts here
