Finance, investment & M&A

Know your numbers, raise the multiple, close the deal

The finance office a founder-led company needs to run on numbers: management reporting, profitability and pricing decisions. And the exit practice when it is time: valuation, packaging, buyers and the closing, run by our team.
Where it applies

The situations this practice resolves

Sell the company
Valuation, raising the multiple, teaser and CIM, buyers and the closing.
Sell the company
Break the stagnation
Profitability by project and account, and a forecast the leadership team reads monthly.
Break the stagnation
Find new growth
Buy-side M&A: a thesis, targets, fit, due diligence and integration.
Find new growth
Scale without breaking
Financial transparency and the operating cadence a growing company needs.
Scale without breaking
What we install

A finance layer the leadership team runs itself

Accounting and tax stay with your accountant. We build the management layer on top of them, in your own tools, and the routine to run it.

Finance office

We install
What it gives you
Management reporting
Monthly P&L, cash and a two-quarter forecast the leadership team reads on one page.
Profitability by project, account, role and service
Where the money is made and lost, visible every month.
Unit economics and pricing decisions
A rate card, the pricing logic and the margin triggers behind every quote.
Budget and finance routine
A budget, a monthly review and an owner for each number.

Exit and investment

We install
What it gives you
Valuation check
The drivers buyers price, scored, with the range and what moves it.
Raising the multiple
Client portfolio, founder independence, margins, financial transparency and due-diligence risks, fixed in order.
Packaging and the process
Teaser, CIM, data room, a shortlist of buyers, warm introductions, negotiation and the closing.
Investor readiness
The structure, numbers and story a round or a strategic investor expects.

Buy-side

We install
What it gives you
Thesis and targets
What to buy and why, the targets that fit, the founders open to a conversation.
Fit and synergies
Strategic fit, synergies and the price the numbers support.
Due diligence and integration
Due diligence support and a post-merger integration plan that keeps the team and the clients.

The AI layer

Where AI speeds this function up, from document processing to forecasts, we install it as part of the system.
See AI for enterprises
Formats

Where to start

Company valuation
See what your company is worth today and what moves the multiple.Free self-check
Learn more
Finance and exit work
Get the reporting layer, the plan to raise the multiple or the deal itself, run by our team.Fixed fee. Request a quote
Request a quote
"In 6 months, we increased gross profit margin on 8 of our projects."
Andrew SheludenkovFounder and CEO at Temy
FAQ

Questions founders ask first

No. Accounting and tax stay with your accountant. We build the management layer on top: reporting, profitability, the forecast, pricing, and the routine to run them.

Start with the number

A valuation check or a strategy call: the range, the drivers and what to fix first.
Book a strategy call
Newsletter

Subscribe to our newsletter

Join 2000+ company leaders who subscribe to Wiseboard Insights to learn from our experience working with dozens of companies across different growth stages.
Linkedin
Arthur Fedorénko