M&A Support Built To Stand Beside You.
Sundial Advisory M&A Support
Preparation, guidance, and execution support for business owners approaching a transition.
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Defensible financials and coordinated execution for all types of transactions.
How We Work
001
Assess Readiness
Identify risks and preparation gaps.
002
Position and Adjust
Build defensible, diligence-ready reporting.
003
Prepare the Financials
Support decisions and expectations.
004
Coordinate To Close
Align all advisors through execution.
Ready early.
Exit Readiness & Planning
Preparation well before a buyer, lender, or broker enters the picture.
Details
001
Exit Readiness Assessment
Early evaluation of financials, structure, and risk areas that impact value.
002
Timeline and Scenario Planning
Thoughtful planning around timing, partial liquidity, or full exit paths.
003
Financials That Hold Up
Numbers that withstand scrutiny.
Integrated support.
Experienced Process Guidance
Steady support through a complex, unfamiliar process. Defensible by design.
Details
001
Quality of Earnings Support
Preparation and review of financials expected in buyer diligence.
002
Clean Historical Reporting
Reliable financial statements that align with operational reality.
003
Diligence-Ready Documentation
Organized financial records prepared for review.
Guided, not rushed.
Coordinated Execution
One financial team, working together.
Details
001
Broker Representation and Collaboration.
Representing you or working alongside your broker to support positioning and diligence.
002
Advisor Coordination
Alignment with legal, tax, and lending partners.
003
Integrated Tax and Accounting
Transaction support informed by ongoing accounting and tax planning.
Book a Discovery Call.
Sundial is a full service advisory and accounting firm. We invite you to book an exploratory call to see if we're the right fit for each other.
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