"The goal isn't to close a deal — it's to make the right decision with full financial clarity."
Independent Financial Advisory
for the Serious Buyer.
Disciplined, independent financial guidance through every stage of an acquisition — from target evaluation to post-close strategy. Not brokerage. Not deal sourcing.
Advisory focused on deal discipline
Buyers engage Holli for independent financial perspective — not a broker's interest in closing, but an advisor's commitment to protecting your capital and structuring sound transactions.
Buyers typically engage at the Embedded Strategic Advisor or Strategic Partner level depending on transaction timeline and deal intensity.
Not brokerage. Not deal sourcing. Independent financial advisory for buyers who want objective, rigorous guidance.
Two ways to
work with Holli
The right level depends on your transaction timeline and deal intensity. Both provide direct access to Holli's financial rigor and M&A expertise.
Embedded Strategic Advisor
Deep, ongoing involvement throughout the acquisition process — from early target review through close. Holli becomes an integrated part of your deal team.
- Full financial due diligence oversight
- Continuous valuation modeling and stress testing
- Deal structure negotiation support
- Risk identification and mitigation planning
- Direct access throughout the transaction
Strategic Partner
Senior-level partnership for high-intensity, complex, or time-compressed transactions where deep financial and strategic alignment is critical from day one.
- All Embedded Advisor services included
- Capital efficiency and financing strategy
- Post-acquisition financial integration planning
- Executive-level deal team collaboration
- Ongoing advisory through the integration phase
Target Evaluation
Independent financial assessment of acquisition targets — separating genuine opportunity from seller narrative.
Valuation Discipline
Rigorous multiple analysis, earnings quality review, and enterprise value modeling that holds up under scrutiny.
Deal Structure Analysis
Evaluating structure, terms, and earnouts to ensure the deal is built on financial reality, not optimism.
Risk Assessment
Surfacing the financial, operational, and structural risks that erode value after close — before you sign.
Capital Efficiency
Advising on how capital is deployed, structured, and protected throughout the acquisition and integration.
Post-Acquisition Strategy
Financial integration planning and strategic guidance to protect and grow value after the deal closes.
Confidence to move —
or walk away.
The goal isn't to close a deal. The goal is to make the right decision with full financial clarity — and to structure it so the value you expect is the value you actually capture.
Available Directly
via Retainer
Buyers typically engage at the Embedded Strategic Advisor or Strategic Partner level depending on transaction timeline and deal intensity.
Schedule a Consult →Structured advisory.
Clear at every stage.
Initial Consultation
Holli assesses your acquisition thesis, deal timeline, and the financial support you need — then determines the right engagement level.
Retainer & Engagement
You engage directly via retainer. Holli integrates into your deal process — reviewing targets, modeling valuations, and advising on structure.
Through Close & Beyond
Advisory continues through due diligence, deal close, and into post-acquisition financial strategy — protecting value at every step.
From the boardroom
to your deal
Holli Moeini is a CFO, CPA, and M&A advisor with over 30 years guiding buyers and sellers through complex, high-stakes transactions. She has been in the room — leading deals, not just advising on them.
Her career began at the center of a nine-figure exit, where financial discipline defined the outcome. As EVP and CFO, she led operations, IT, security, and company strategy — she knows what acquirers find after close, because she's lived it.
For buyers, that means independent, experienced financial judgment that protects your capital and your deal.
The right deal, structured right.
Let's talk.
Independent financial advisory for buyers who take acquisition discipline seriously. Schedule a consultation to discuss your transaction.