Buy Right. Scale Strategically.

Generational Wealth is Within Reach

Quality of Earnings

Make sure you know what earnings you are buying

  • Diligence Adjusted EBITDA
  • Proof of Cash
  • Working Capital Peg
  • Scrutiny of “addbacks”
  • Deliverable Report
  • Coordinating with Lenders

Tax structuring and planning

Don’t wait until the deal is done to see the tax fallout

  • Asset vs. Stock sale analysis
  • Entity structuring
  • State Tax planning
  • Transaction year tax return preparation

Financial Architecture

Build books, and a tech stack, that scale from day one

  • Implement cloud financials (QuickBooks online & Google Sheets)
  • Design chart of accounts around key value drivers
  • Help determine financial KPIs
  • Stand up a monthly close rhythm
  • Set up payroll system and cadence
  • Determine sales tax requirements and registration

Ongoing Maintenance

The typical ongoing support – bookkeeping & taxes

  • Monthly bookkeeping, adjusted as needed for your needs
  • Annual tax preparation
  • Annual tax planning & strategy
  • Quarterly strategy meetings

🚀Why Buyers Choose Us🚀

✅ Built for Sub-$10M Deals

  • We speak your language — no bloated reports, just clear analysis and tax-smart advice. SBA loans are a common acquisition vehicle we see

✅ CPA-Led and Acquisition-Savvy

  • You’re working with a CPA who’s closed deals, not just read about them.

✅ Niche-Focused

  • We specialize in small business owners who go through a major transaction

✅ Transparent Pricing

  • No surprises. Flat-fee buyer advisory and compliance engagements

Pricing

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Buy-side advisory work can ensure you know the integrity of the earnings you are buying, and set up in a tax-efficient structure. Engagements are tailored to your needs, and could include multiple service offerings.

Quality of Earnings tend to be $10,000 -$18,000

Tax Planning & Financial Architecture engagements tend to start at $5,000 and scale up with deal size

Let’s Get You a Quote

Or Email Us at contact@ashfordsky.com