Small Business Advice That Might Surprise You

Due Diligence Before Selling a Business

Considering selling? Do your business due diligence. (Or lets us)

How it Works

  • Book Your FREE Consultation
  • Lucrum Does the Due Diligence
  • Lead Confidently
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Get your business transaction-ready.

Due diligence is where small business deals are made-or lost.

Whether you're selling a business or evaluating one for purchase, Lucrum's CFOs provide the financial clarity and clean data you need to move forward confidently. In just the past few years, we've supported over a dozen small business transactions and know what both sides of the table are looking for.

From cleaning up books and preparing financials by division (ideal for carve-outs), to working with brokers and providing buyer-ready documentation, our team gives you the advantage of experience and C-level financial expertise.

WE KNOW THE DUE DILIGENCE PROCESS.

let Lucrum help with

Book Clean-Up & Optimization. Division-Level Cash Flow Reporting. Broker & Advisor Collaboration. Buyer/Investor Document Preparation. Historical Financial Analysis. Post-Sale Financial Transition Planning.
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"A buyer can't make decisions without accurate financial data. C-level support in doing the due diligence provides the confidence to move forward."
John Illges
John Illges
CFO/Business Advisor

A Lucrum Exit Strategy Testimonial

"I wanted our books to be so clean that if somebody walked through the door today and said I want to buy your company they could look at our books right then and there and have a clear understanding of what our business was and prior to Lucrum, nobody would have known."
Jason Tebben
Owner, Arborscapes
It's Not Just Due Diligence. Get CFO-Level Due Diligence That Sees Around Corners.
Buyers and sellers are asking smart questions. So should you. Lucrum brings CFO-level insights and decades of experience to your transaction - so you don't have to worry about missed red flags or hidden liabilities. We help business owners looking to exit or invest make smart, data-driven decisions.
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Trying to find a fractional CFO you can trust? Read our 3rd-party verified 5-star reviews.

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Our 'No Judgment' Promise

If your financials aren't clean yet, we're not surprised. Most aren't. That's exactly why we're here. Our team meets you where you are, without ego. If a buyer has approached you, we help get your house in order fast--with clarity and confidence.

Once you see what professional due diligence support looks like, you'll wonder how you ever thought you could move forward without it.

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Frequently Asked Questions (FAQs)