Corporate Finance & Due Diligence

Interim CFO leadership, capital structure optimization, and Quality of Earnings reviews to empower your strategic decisions.

Our Impact

Quality-of-Earnings analysis for founder-led and family-owned businesses in the lower & middle markets—mitigating risk, validating value, and ensuring a smoother close.

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Risk Mitigation

Uncover one-off adjustments and hidden liabilities before closing.

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Valuation Precision

Normalize EBITDA and apply sector multiples for defensible pricing.

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Working Capital Assurance

Confirm target levels to avoid post-close funding gaps.

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Negotiation Confidence

Leverage independent insights to negotiate with clarity.

Interim CFO Solutions

Embed seasoned financial leadership with a strategy session, then monthly reporting, forecasting, and controls.

Strategy Session

Align goals, timeline, and data needs before ongoing support.

Reporting

Dashboards, KPI tracking, and variance analysis.

Forecasting

Rolling forecasts and scenario planning.

Cash & Controls

Working capital management and controls design.

Interim CFO FAQs

How quickly start?

1–2 weeks post-session.

Engagement?

Monthly retainer + strategy session.

Systems?

NetSuite, QuickBooks, SAP, custom ERPs.

One-off?

Yes—transaction readiness, redesign.

Due Diligence & Quality of Earnings

Our QoE reports normalize earnings, test working capital, and flag debt-like items—uncovering risks and value drivers for confident deal-making.

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Scope & Approach

Review revenue recognition, expense allocations, and cash-flow patterns.

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Risk Identification

Spot one-offs, under-reserves, and aggressive accounting practices.

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Forecast Validation

Test forecast assumptions against historical trends and seasonality.

2–3 week focused review of margins and working capital—ideal for LOI checks.

Common Questions

Timeline?

3–5 weeks from kickoff.

Fee Range?

$25–75K, scaled to deal size. Lite from $15K.

Audit vs QoE?

Audits check compliance; QoE adjusts for one-offs to show cash earnings.

Hidden Liabilities?

Yes—off-balance obligations and revenue risks highlighted.

Ready to Elevate Your Financial Strategy?

Partner with A.J. Arenburg Financial—expert interim CFO and due diligence services to unlock growth, mitigate risk, and drive value.

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