Services
FirmLedge supports SMB and lower-middle-market buyers, searchers, independent sponsors, advisors, and lean investment teams with the analysis that usually falls on an associate: seller financial spreads, EBITDA / FCF views, model support, diligence questions, lender materials, working-capital analysis, and value-creation tracking.
Core analytical workstreams
When: A buyer needs to quickly decide whether a CIM, teaser, add-on, or seller package is worth more time.
Deliverables
When: Management financials need to be put into a consistent analytical format.
Deliverables
When: A buyer is in active diligence and needs additional analytical capacity.
Deliverables
When: A buyer needs a model built, cleaned, structured, or reviewed.
Deliverables
When: A buyer needs clear exhibits and analysis for a decision, lender discussion, investor update, or internal process.
Deliverables
When: A sponsor, searcher, buyer, or owner needs operating analytics after close.
Deliverables
Engagement formats
Fixed-fee scoped analysis for a live deal, model review, lender package, or portfolio issue.
Ongoing analytical capacity for active searchers, sponsors, or lean PE teams reviewing recurring deal flow.
Recurring or project-based KPI, margin, working-capital, pricing, vendor, and board / lender reporting support.
FirmLedge provides fixed-fee or hourly analytical support — not legal, tax, audit, assurance, formal Quality of Earnings, valuation or fairness opinions, investment advice, broker-dealer, securities, or capital-raising services. Work is based on client-provided information and stated assumptions.
Start a conversation
Send a short, non-confidential note with the situation and timeline. We'll tell you whether it's a fit and how we'd scope it.