Services
Transaction execution and finance capability delivered offshore — with the exact deliverables, timelines and review gates stated up front.
Discuss a deal Engagement modelsTransaction diligence
The core practice: establishing what the numbers really say before a price is agreed.
Financial Due Diligence
Quality of earnings, EBITDA add-backs, revenue quality, customer concentration and cost allocation review.
M&A Databooks
Audit-ready databooks with monthly P&L, balance sheet, cash flow, NWC and net debt schedules. First cut in 72 hours.
Working Capital
NWC peg analysis, seasonality, closing statement review and purchase price adjustment mechanics.
Vendor Assistance
Sell-side diligence packs, exit readiness reviews, data room structuring and buyer Q&A support.
SPA & Closing Advisory
Completion accounts, locked box analysis, financial definitions review and adjustment schedules.
Carve-Out & Separation
Standalone carve-out financials, stranded cost analysis and transitional service agreement scoping.
Valuation & modelling
Turning reconciled historicals into a defensible forward view.
Valuation Support
Business valuation, purchase price allocation support and independent valuation cross-checks.
Financial Modelling
Fundraising models, investor packs, scenario and sensitivity analysis on clean management accounts.
Beyond the deal
Where the same reconciled foundation keeps earning after completion.
Post-Merger Integration
Chart of accounts alignment, reporting integration, synergy tracking against the underwritten case.
CFO Advisory
Monthly reporting packs, FP&A, rolling forecasts, KPI dashboards and investor reporting.
AI Finance Automation
Document parsing, automated reconciliation, research copilots and dashboard pipelines.
What every engagement includes
- NDA-first confidentiality on all data intake — see our data handling approach.
- Senior-led execution with a review gate before anything ships.
- Excel deliverables with linked schedules and visible, auditable formulas.
- Source-to-summary reconciliation so every figure ties back to evidence.
- A 2–3 page executive note covering red flags and opportunities.
- Delivery in your templates and under your branding on white-label engagements.
Typical timeline: first-cut databook inside 72 hours, reconciled core schedules within week one, and a full-scope quality of earnings in 3–4 weeks — the market-standard window. Automation pilots run 2–4 weeks.
Not sure how to structure it? Compare our engagement models.
Discuss a deal
Tell us what needs to be deal-ready. We respond within 1 business day.
Book a consult See a real databookOr email abhishek.bhandari@zionadvisor.com directly.