Built for M&A Advisers
A value story should survive the questions that come after the management presentation.
The strongest sell-side processes do not wait for buyers to discover the weak spots. They surface the assumptions, support the adjustments, and improve the story before it becomes a diligence problem.
What AltosIQ contributes
AltosIQ helps M&A advisers establish a documented early view of value, so owners, management teams, and deal professionals can align on the earnings story and the issues that need work before a process accelerates.
The challenge
The deal team needs one starting point, not five versions of the truth.
At the beginning of an engagement, management may have a forecast, the owner may have a price expectation, finance may have a tax-driven earnings picture, and the adviser may have a market view. None is automatically wrong. The problem is that no one has made the differences explicit.
A deliberate workflow
Use it before the process, not only during it
- 01
Align the owner
Explain the difference between an aspiration and a documented value context.
- 02
Pressure-test the earnings story
Identify add-backs that require evidence, unusual trends, and dependencies likely to attract buyer scrutiny.
- 03
Prioritize readiness work
Focus management on the issues most likely to affect confidence, timing, or the valuation narrative.
- 04
Create continuity
Keep a clear analytical record as the company improves, information changes, or the engagement reaches market.
The result
What changes in the owner conversation
Make preparation part of the valuation conversation
Instead of saying the market may pay a number, you can say: here is the business as a buyer is likely to understand it today, here is what supports the discussion, and here is what must be supported or improved.
See what a documented analysis includesQuestions advisers ask
Clear answers before a conversation starts.
How can an M&A adviser prepare a company for sale?+
Start by making the financial story, normalization assumptions, operating dependencies, and value drivers explicit. Then prioritize the issues that must be addressed before buyers begin diligence.
Does valuation analysis replace quality-of-earnings work?+
No. AltosIQ can help identify questions and document context, but it does not replace a quality-of-earnings engagement or transaction-specific diligence.
Can an M&A firm revisit the analysis over time?+
Yes. A re-valuation records a new point in time; a correction preserves the prior record without treating a correction as operational progress.
Prepare the value story before buyers start testing it.
Review a sample report and see the analytical baseline you can use before a sale process begins.
AltosIQ supports documented valuation analysis and planning conversations. It does not replace credentialed appraisal work, legal or tax advice, formal fairness opinions, quality-of-earnings work, or independent investment diligence and decision-making.