Cervin CFO Services

M&A, Fundraising & Transaction Readiness

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M&A and lender-ready financials and narrative designed to withstand diligence and protect valuation.

Prepare your model, data room, and numbers for the scrutiny of a raise, refinancing, or exit.

When This Matters:

‍‍A capital raise, acquisition, or exit is on the horizon within 6–24 months, and you know diligence will surface issues that could cut valuation or stall the deal.

Who This is For:

‍Founders and owners planning to raise, refinance, or sell, and sponsors preparing a portfolio company for exit.

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What changes:

  • Exit-/raise-ready financials
  • Valuation protected through diligence
  • A faster, smoother process
  • Fewer surprises at the table

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What We Deliver:

  • Readiness assessment + gap list
  • Investor/buyer-ready model
  • Normalized EBITDA bridge
  • Data-room build and diligence support

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Diligence-ready financials that protect your valuation.

Cervin prepares your company for capital raises, acquisitions, recapitalizations, and exits. We build the investor- and buyer-ready model, construct the normalized EBITDA bridge with defensible add-backs, organize the data room, and shape the financial narrative. We tighten the monthly close and resolve the issues that would otherwise surface in diligence, before buyers ever see them, then support the process through to close.

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M&A, fundraising and transaction readiness

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What's included:

  • Transaction readiness assessment and gap list
  • Investor/buyer financial model
  • Normalized EBITDA bridge with add-back support
  • Data-room build and document organization
  • Management presentation and financial narrative
  • Lender, investor, and buyer diligence support
  • Transaction close support
  • Connection to Cervin's M&A advisory line
Cervin CFO Advisory logo

Prepare your model, data room, and numbers for the scrutiny of a raise, refinancing, or exit.

Assess Readiness
Assess Readiness