Know Your
True Value
Before You Sell.
A comprehensive financial diagnostic designed to surface risk, uncover hidden value, and assess enterprise positioning from a buyer's perspective.
"Holli is the master of helping business owners decode the hidden story told by their financials."
Clarity on your financial truth
Clarity on financial truth, valuation drivers, risk exposure, and specific actions to increase enterprise value — from a buyer's perspective, before you go to market.
Required prior to ongoing seller advisory engagements. This assessment is the foundation every strategic transaction begins with.
- Financial statement deep dive
- Profitability and cash flow analysis
- Risk and control scan
- Enterprise value assessment
- Prioritized action roadmap
- Executive summary
- 90-minute strategy session
A full-spectrum
financial diagnostic
Each deliverable is built to surface what your numbers are hiding — and give you the exact levers to pull before a sophisticated buyer finds them first.
Financial Statement Deep Dive
Rigorous line-by-line analysis of your financial statements to surface what the numbers truly reveal — and what they've been hiding.
Profitability & Cash Flow Analysis
Where your business truly earns — and bleeds. Precision cash flow modeling and margin insight that reveals your real financial position.
Risk & Control Scan
Identification of operational, financial, and structural vulnerabilities before a buyer finds them — and uses them to discount your price.
Enterprise Value Assessment
An objective valuation of your business viewed through a buyer's lens — including multiple, positioning, and what's driving (or dragging) your number.
Prioritized Action Roadmap
A clear, sequenced plan of the specific steps required to increase enterprise value and reduce risk exposure before going to market.
Executive Summary
A boardroom-ready document distilling all findings, risks, and opportunities into a single coherent narrative — ready for advisors, investors, or your own board.
90-Minute Strategy Session
A dedicated session with Holli to walk through every finding, align on priorities, and chart the exact path forward — with her full focus on your business.
Clarity that
changes how you decide.
You will leave with absolute clarity on your financial truth, what's driving — and diminishing — your valuation, where your risk exposure lives, and the exact actions required to maximize enterprise value.
Required prior to ongoing seller advisory engagements. This assessment is the foundation every strategic transaction begins with.
Schedule a Consult →Simple process.
Profound insight.
Diagnostic & Data Collection
You share your financials and operational data. Holli's team conducts a deep structured review across all key dimensions of your business.
Analysis & Assessment
Profitability, cash flow, risk, and enterprise value are stress-tested and evaluated from the perspective of a sophisticated buyer.
Strategy Session & Roadmap
A 90-minute session with Holli to walk through every finding, the executive summary, and your prioritized action roadmap.
From the boardroom
to your deal
Holli Moeini is a CFO, CPA, and M&A advisor with over 30 years of experience guiding buyers and sellers through the highest-stakes moments in business.
Her career began with a nine-figure exit where she used GAAP discipline to elevate financial performance and strengthen the valuation story. She understands what it takes to run a company, not just analyze one.
Most recently, she guided a founder from not being ready to sell to a successful eight-figure exit in just 12 months.
The millions are there.
Let's find them.
One conversation can reveal what your numbers have been trying to tell you. Schedule your Financial Readiness Assessment today.