You Own the Transaction. We Help Make the Company Ready for It.
Closing a transaction requires more than just a buyer and a seller. It requires a company that can withstand the scrutiny of diligence and perform after the deal is done. TGH CFO works alongside transaction professionals to ensure their clients are financially prepared for the road ahead.
A Good Business Can Still Be a Difficult Transaction
Transaction professionals often inherit a “preparedness gap.” A business may be fundamentally healthy, yet lack the financial reporting, documentation, and operational discipline required to withstand professional scrutiny. This gap does not just add stress; it creates transaction friction that reduces trust, slows momentum, and risks the deal entirely.
- Late or inconsistent monthly reporting that kills deal pace
- Normalizations and add-backs that lack credible documentation
- Revenue recognition or expense matching issues discovered during QoE
- Working capital needs that are poorly understood or defended
- Over-dependence on the owner for basic financial information
- Records that cannot easily be reconciled to tax filings or bank statements
Your Lane
- Finding the right deal
- Managing the LOI and negotiations
- Coordinating legal and tax counsel
- Managing the deal timeline
- Client relationship and outcome
Our Lane
- Producing credible, timely financials
- Normalizing earnings (Adjusted EBITDA)
- Supporting QofE and lender diligence
- Ensuring records survive scrutiny
- Financial readiness remediation
The goal is a common one: A business that is fully prepared to withstand the depth of professional diligence.
When to Bring TGH CFO In
Pre-Market Preparation
When a client is 6–24 months from a potential exit but lacks the financial visibility or record-keeping standards required to clear a Quality of Earnings (QofE) review or professional diligence.
Transaction Rescue
When a transaction is stalling because the client cannot produce accurate data requested by a buyer, or when a QofE report identifies significant issues that must be remediated to save the deal.
Post-Acquisition Integration
When a buyer has closed on an acquisition and needs a high-level financial partner to establish reporting, manage the transition, and build the financial rhythm required to hit growth targets.
Strategic Capital Needs
When a client is seeking significant growth capital or debt financing and needs a professionalized financial story, lender-ready reporting, and a defensible forecast to secure the best terms.
How We Help Before Market
- Clean up accrual-based accounting and reporting records.
- Standardize financial reporting packages to lender/buyer expectations.
- Identify and document owner add-backs and normalization adjustments.
- Analyze product, customer, and project-level profitability.
- Establish a consistent monthly financial operating rhythm and close.
- Forecast cash flow and working capital needs to support growth.
- Evaluate internal controls and financial system integrity.
- Manage readiness remediation projects before official diligence begins.
- Connect financial performance to the strategic growth roadmap.
How We Help During Diligence
- Organize and manage the financial data room for third-party review.
- Directly support Quality of Earnings (QofE) analysis and verification.
- Defend normalization adjustments with credible, data-backed evidence.
- Prepare pro-forma financial models and scenario analyses.
- Respond to detailed lender and investor financial inquiries.
- Analyze working capital targets and closing statement settlements.
- Facilitate the financial integration of a new acquisition or partner.
- Build management reporting that satisfies post-closing requirements.
- Provide senior-level financial leadership through the entire transaction.
Referral-Partner Positioning
We position ourselves as a specialized extension of your deal team, not a replacement for existing accounting resources. Our focus is exclusively on the senior financial leadership tasks that drive transaction outcomes: earnings quality, cash flow defense, and management accountability.
By bringing TGH CFO into a client situation early, you ensure that the financial narrative is organized and defensible long before diligence begins. This proactive approach reduces the likelihood of deal-breaking surprises and allows you to focus on your core lane: closing the transaction.
Think of Us as a Financial Extension of Your Deal Team
We do not broker deals, and we do not compete for your role. We are referral partners who believe that a clean, well-prepared business is easier to market, more defensible during diligence, and far more likely to close at a price that satisfies the owner.
When you refer a client to TGH CFO, you are not just checking a box for 'financial help.' You are positioning the business to be ready for the scrutiny that you know is coming. Whether the exit is six months away or three years out, the work we do together protects the deal you are working so hard to move forward.