By Need

Investor Readiness

You have 60 days before the investor meeting. Your books are not ready. We've been here before — and we know exactly what to do.

Typical engagement timeline 30–60 days
Primary deliverable Investor-grade financials
CPA certification Included on every engagement

The problem

Why investor readiness fails — and how we fix it.

01

Cash basis books can't support a QoE

Investors require accrual-basis, GAAP-compliant financials. Cash basis books — no matter how clean — will not survive a Quality of Earnings review.

MCPL fix: Accrual conversion + restatement

02

EBITDA is not defended or normalized

One-time items, owner compensation, and non-recurring costs need to be identified, documented, and presented in a format that withstands scrutiny.

MCPL fix: Normalized EBITDA bridge

03

No financial model or forecast exists

Investors want to see a credible forward model — not a spreadsheet. Driver-based, scenario-tested, and defensible under questioning.

MCPL fix: Investor-grade financial model

What we deliver

Your 60-day roadmap to investor-ready.

Week 1–2

Diagnostic & Cleanup

Full audit of existing books, identification of errors and gaps, reconciliation of all accounts

Week 3–4

Accrual Conversion

Full restatement to accrual basis, chart of accounts restructure, GAAP-compliant financial statements

Week 5–6

EBITDA Normalization

Identification and documentation of add-backs, normalized EBITDA bridge, working capital analysis

Week 7–8

Investor Package

Financial model, 3-year historical package, CPA certification, and investor data room preparation

Investor Readiness

Services involved

Everything you need. One team.

Ready?

The investor meeting is coming.
Let's make sure you're ready.

No obligation. Tell us your timeline and we'll tell you exactly what we can deliver and when.

Schedule a Call →

We typically respond within 24 hours on business days.