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Finsider Advisory

M&A financial services, scoped and reviewed

Finsider Advisory delivers the financial work a transaction depends on. Each engagement starts with a defined scope and a clear document request, runs on Finsider's diligence software, and ends in a deliverable that has been through professional review. Confirm the scope and CPA sign-off for your engagement at intake.

How an engagement works

  1. 01

    Scope

    Choose the service and confirm the scope and CPA sign-off for your engagement at intake.

  2. 02

    Share the evidence

    Provide the financial statements, ledger detail and deal documents the engagement needs through a secure workspace.

  3. 03

    Analysis

    The work runs on Finsider's diligence software, which traces reported figures back to source records.

  4. 04

    Reviewed deliverable

    You receive a deliverable that has been through professional review, with the evidence behind its findings.

Software or done for you

The same diligence software is available on its own. Finsider Platform is for teams that run their own financial diligence, and Addback is a free first-pass screen for a deal you are still deciding whether to pursue. Which one fits depends on who should do the work.