Cervin CFO Services

Fundraising / M&A Readiness Package

Cervin CFO Advisory logo

Get diligence-ready for a raise or sale, before buyers find the issues.

A fixed-scope package that makes your financials and data room ready for investor or buyer scrutiny.

When this matters:

You're preparing to raise or sell within 12–24 months and aren't ready for the scrutiny of diligence.

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Who this is for:

Founders preparing to raise, and owners or sponsors preparing to sell within 6–24 months.

What changes:

  • Diligence-ready financials
  • A credible financial story
  • Valuation risks addressed early

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What we deliver:

  • Readiness scorecard + gap list
  • Normalized EBITDA workbook with add-backs
  • Investor/buyer-ready model
  • Data-room checklist and build
  • Management presentation/narrative support

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Diligence-ready financials and a credible story.

The Fundraising / M&A Readiness Package prepares your company for the scrutiny of a raise or sale. Cervin builds the readiness scorecard and gap list, the normalized EBITDA workbook with add-back support, the investor/buyer-ready model, and the data room, and supports the management narrative. surfacing and addressing valuation risks before buyers do.

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Fundraising / M&A Readiness Package

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What's included:

  • Readiness scorecard and gap list
  • Normalized EBITDA workbook with add-back support
  • Investor/buyer-ready financial model
  • Data-room checklist and build
  • Management presentation and narrative support

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Cervin CFO Advisory logo

A fixed-scope package that makes your financials and data room ready for investor or buyer scrutiny.

Start Readiness Prep
Start Readiness Prep