01
Confidential intake
We learn the deadline, the reviewing party, and the files you already have. You receive a document request that is specific — not a 12-page fishing expedition.
Method
Find problems early. Fix what you can. Prepare with confidence.
02
First read
We review the business the way a lender, buyer, or auditor would: what is missing, what conflicts, and what will slow the room down.
03
Structured repair
We organize, reconstruct, and document. Where a fact cannot be repaired, we help you present it clearly instead of hoping nobody asks.
04
Readiness brief
You leave with a written brief, an indexed file or data room, and next steps your CPA or attorney can use immediately.
Typical timeline
A Health Check can complete in two weeks when files are available. Record rescue and data-room work often run four to ten weeks. We will not invent a faster date than the file allows.
Start with a consultation