Financial support for buying, selling and refinancing your business
Doug has been on the deal team. He knows what lenders and buyers ask for and how to be ready.
steps from first call to closing
The numbers decide a deal.
Doug has led due diligence and negotiations on acquisitions, negotiated five bank refinancings and handled the reporting that comes with them. He can do the same for you, from the first conversation to closing.
Not at deal stage yet? Fractional CFO support gets your numbers ready, and Doug's background shows where the experience comes from.
What we support
[Doug confirms the service list]
Buy-side due diligence
Sell-side readiness and financial clean-up
Financing and refinancing packages
Financial modeling and valuation inputs
Post-deal accounting and system integration
Franchise and multi-location financial reporting
From first call to closing
Confidential intro call
Scope and timeline
Diligence or readiness review
Findings and negotiation support
Closing and integration
What we don't do
Tax & Accounting By The Bay does not provide legal or investment-banking advice. When a deal needs an attorney or an investment banker, we'll point you to the right independent professional. See our Trusted Partners.