Broker & Banker Support
Specialized financial support to streamline transactions and protect deal value.
High Point partners with business brokers, M&A advisors, and lenders to provide independent financial expertise that strengthens client outcomes and reduces transaction friction. Our advisory team understands the pace and complexity of middle market deals and delivers services that help intermediaries move transactions forward with clarity and confidence.
From pre-sale readiness through post-close execution, we deliver reliable financial insight and documentation that withstand scrutiny and instill confidence at every stage of the deal.
Our Broker & Banker Support Services
Sell-Side Readiness Review
Preparing businesses for market by identifying financial gaps early and strengthening reporting before buyer diligence begins.
Sell-Side Quality of Earnings Reports
Delivering independent, defensible QoE reports that validate earnings, build buyer confidence, and support premium valuations.
Add-Back Validation
Verifying and documenting EBITDA adjustments to ensure transparency and accuracy in deal negotiations.
Proof of Cash Reviews
Reconciling deposits and bank activity to confirm the reliability of reported revenue and earnings.
Financial Statement Preparation & Recasting
Producing clear, normalized financial statements that reflect true performance and align with buyer and lender expectations.
Working Capital & Cash Flow Analysis
Evaluating working capital trends and liquidity to inform negotiation targets and reduce post-close surprises.
Data Room Organization & Document Control
Building organized, investor-ready data rooms that streamline diligence and maintain version control throughout the process.
Management Presentation & Buyer Q&A Support
Equipping sellers with clear data, talking points, and responses that enhance buyer confidence during diligence.
Post-Close Financial Transition & Reporting Support
Ensuring a smooth handoff after closing through reconciliations, reporting setup, and ongoing accounting support.
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Ready to Move Forward?
Your next step deserves clarity and confidence. High Point Advisory Group delivers the diligence, advisory, and financial leadership needed to realize lasting value.
DIFFERENCE
Why High Point?
Middle Market Specialists
Deep experience in transaction ranging from $500K - $500M
Clear, Actionable Insights
We deliver recommendations that drive decisions, not reports that collect dust.
Senior-Level Attention
Every engagement is led by experienced professionals with direct deal expertise.
Fast, Flexible Execution
Tight deadlines and complex deal structures handled without compromise.
Pricing Options That Fit the Deal
Flat fees, project-based, or ongoing advisory models.
Trusted Network
Access to leading legal, CPA, and lending partners.
