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Sale Readiness Services

Get the guidance you need to achieve your financial goals

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The sale of your business is the single biggest transaction of your life. Maximize your returns by getting expert guidance from a team that’s already led over 50 successful M&A transactions.

A Tried-And-Tested Approach

Selling your business isn’t easy. It’s a stressful period full of uncertainty and distractions. 

Keep your focus on the day-to-day and work toward a life-changing financial outcome with the skills and guidance of G-Squared Partners’ experienced Sale Readiness team.


Strategic Advisory

Whether you’re retiring, joining forces with a competitor, or executing a planned exit strategy, we’ll help you create a plan that ensures you realize your financial goals.

Cash Flow Planning

Compiling Financial Information

Prepare for success by collating, organizing, and presenting all the financial information you need to display to potential buyers. Together, we’ll clean up your books, build a long-term forecast, and help you understand your options.

finance team

Navigating Financial Due Diligence

The due diligence process can be lengthy and intrusive. With your trusted advisors in your corner, you can keep your focus squarely on running the business, safe in the knowledge our advisors are making every effort to streamline the process.

Business and Financial Resources

Sale Readiness Service: What To Expect

No two deals are the same. That’s why we provide a fully customizable range of sale readiness services, tailored to the needs of your business and transaction. 


Historical Financial Statement Clean-Up


Work with Buyer’s Auditors


Create Business Forecast


Assist With and Review a Memorandum


Data Room Creation


Lead Financial Due Diligence with Buyer


Compile Required Schedules


Waterfall Analysis


Liaise With Attorneys & Tax Advisors

A "Go-To Firm for Outsourced CFO Services"


G-Squared Partners is our go-to firm for part-time CFO services. They provide value beyond the classic CFO responsibilities, including participating in strategy sessions, obtaining financing, identifying KPIs and getting significant transactions completed.

Osage Venture Partners

A "True Partner and Extension to Our Team"


G-Squared is more than the outsourced financial services they provide to our organization. They continually work with us to align our strategic vision with the goals of the organization via deep industry expertise; a strong understanding of where markets are trending; and multifaceted experience in diverse industries. On more than one occasion, their forward-leaning guidance, as market conditions evolve, has avoided the pitfalls that have befallen our competitors. Partnership and results-driven outcomes are the cornerstones of our track record together.

David Stefanich, Founder/CEO

Other Services

At G-Squared Partners, we offer a fully integrated approach to managing your business’s financial needs. Explore our other service areas:

Outsourced CFO Services

Partner with experienced financial leaders to access the insightful analysis you need to take your business to the next level.

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Outsourced Accounting & Bookkeeping

Enjoy the clarity of precise, timely accounting and bookkeeping with an outsourced finance team that scales with your business.

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Profit Improvement & Turnaround Management

Get back on track by designing a winning strategy that puts your business back on the path to profitability.

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Audit Preparation Services

Lay the groundwork for a successful internal or external audit with our team of professional accountants and controllers.

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Let's Talk Business. Your Business.

Let’s talk about your business and how our services can benefit your company.

Fill out this form and we'll send you information on the service you're interested in. 

Interested in working with us? Use the link in your email to set up a time to meet with us to learn if it's a good fit.

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