We handle your financial back-office so you can focus on running and growing your business — not chasing month-end close.

• Bookkeeping & AccountingMonthly close, reconciliations, and clean books — every month, without fail.

• Accounts Payable & ReceivableVendor payments, invoice processing, and collections managed on your behalf.

• Payroll AdministrationPayroll processing, tax filings, and compliance — handled accurately and on time.

• Financial ReportingMonthly P&L, balance sheet, and cash flow statements in a format built for founders.

• Tech Stack SetupWe implement and manage QuickBooks, Xero, Ramp, Gusto, and more.

• Tax ReadinessYear-round books that are always audit-ready. No year-end scramble.

Senior financial leadership without the full-time cost. We act as your CFO — present for the big decisions, close enough to know what matters.

• Financial Forecasting & ModelingScenario-based models that help you plan for growth and stress-test key assumptions.

• Cash Flow ManagementProactive planning so you always know your runway — and how to extend it.

• Fundraising SupportInvestor-ready financials and narrative. Walk into a raise knowing your numbers cold.

• KPI Design & ReportingDefine the metrics that drive your business and build the infrastructure to track them.

• Board & Investor ReportingClear, consistent reporting packages that build credibility with every update.

• M&A & Exit ReadinessDue diligence prep and deal support for founders considering a sale or transaction.

Broad-based advisory for founders ready to rethink how their business is built — across strategy, operations, and leadership.

• Growth StrategyMarket expansion, new revenue lines, and go-to-market refinement — grounded in your numbers.

• Operational TransformationProcess redesign and workflow improvements that scale without adding headcount.

• Leadership DevelopmentExecutive coaching, team alignment, and succession planning for founders building lasting organizations.

• Organizational DesignStructure, roles, and decision rights built for your next phase of growth.

• Change ManagementWe manage the people side of transformation — communication, adoption, and accountability.

• Strategic PlanningAnnual planning, OKR design, and multi-year roadmaps that align your leadership team.

A successful exit is built long before the deal is on the table. Baseline Advisory works with owners to engineer a clean, credible, and value-maximizing transition — from operational readiness through close and beyond.

01

Exit Preparedness

• Business valuation benchmarking and gap analysis

• Value driver identification and enhancement roadmap

• Ownership structure and equity alignment review

• Management team readiness and succession assessment

• Timeline and exit scenario modeling

02

Financial Cleanup

• Normalization of owner compensation and add-backs

• EBITDA restatement and quality-of-earnings preparation

• Working capital baseline and trend analysis

• Elimination of non-recurring or personal expenses

• Financial statement audit readiness review

03

Pre / Post-Close Readiness

• Due diligence data room assembly and management

• Representation and warranty risk mitigation

• Management presentation and CIM support

• Transition services agreement (TSA) planning

• Post-close integration and carve-out advisory

04

Transaction Strategy

• Buyer universe mapping — strategic vs. financial

• Deal structure optimization (asset vs. stock, earnouts)

• Tax-efficient exit structuring with advisors

• LOI review, negotiation support, and term benchmarking

• Advisor selection and process management