| Offering | Phase | Frequency | Typical Fee | Who? | Why M&G? |
|---|---|---|---|---|---|
Value Builder Assessment & Diagnostic A comprehensive assessment that analyzes your company's financial, operational, and strategic position to identify key value drivers and opportunities for improvement. |
Seeking Clarity & Direction | One-Time | $10,000 | Who Benefits Business owners, owners in closely-held businesses, spouses, or anyone who is planning for the future |
Why M&G Team with over 50 years of combined experience assisting businesses with valuation, financial and operational improvement. |
Valuation Services Valuation services involve analyzing a company's financial, operational, and market factors to determine a well‑supported estimate of its fair value for strategic, transactional, or regulatory purposes. |
Seeking to Quantify | One-Time | $13,500 | Who Benefits Owners and stakeholders who need certified valuation that is clear and defensible |
Why M&G Partner with over 20 years of experience in providing certified, defensible valuations related to transactions, transfers, corporate planning, financial reporting, tax planning and litigation will personally lead your valuation project. |
Quality of Earnings Services A Quality of Earnings engagement involves performing a detailed, independent analysis of a company's revenue, expenses, and underlying financial drivers to determine the accuracy, sustainability, and true economic performance of its earnings. |
Seeking to Quantify | One-Time | $75,000 | Who Benefits A Q of E benefits buyers and sellers who need confidence that reported earnings are accurate, sustainable, and truly reflective of the business they are buying or selling. |
Why M&G You get a team of experienced deal advisors to tell a coherent financial story that ties normalized EBITDA, working capital, and key drivers directly to how the business will be valued. |
Historical Accounting Cleanup Services Historical accounting cleanup involves reviewing, reconciling, and correcting past financial records to ensure accuracy, completeness, and alignment with proper accounting standards. |
Seeking Improvement | One-Time | $10,000 | Who Benefits Business owners with disorganized or error‑prone records, controllers or CFOs who inherited "messy books". |
Why M&G M&G's accounting and advisory perspective ensure that the reconciliations are correct. In addition, patterns are diagnosed, root‑cause process issues are fixed, and historical records align with proper standards. |
Current Accounting Rework Services Current accounting rework involves reassessing and restructuring active financial processes to correct errors, improve accuracy, and ensure ongoing compliance with accounting standards. |
Seeking Improvement | One-Time | $8,000 | Who Benefits Business owners with disorganized or error‑prone records, controllers or CFOs who inherited "messy books". |
Why M&G M&G's accounting and advisory perspective ensure that the reconciliations are correct. In addition, patterns are diagnosed, root‑cause process issues are fixed, and historical records align with proper standards. |
Transaction Advisory Services Transaction advisory work involves analyzing financial, operational, and strategic information to help buyers or sellers assess risks, validate value, and make informed decisions throughout the deal process. |
Seeking Improvement | Recurring | Hourly / Success Fee | Who Benefits Owners, buyers, and investors who want deal expertise around them so they can make better decisions, avoid surprises, and maximize value through a transaction. |
Why M&G M&G provides integrated financial, operational, and modeling support (valuation, QoE, pro formas) tied directly to real deal levers like price, earn‑outs, working capital, and debt terms, which helps you defend value and avoid surprises during negotiations. |
Proforma Modeling Services Pro forma modeling involves building forward‑looking financial projections that reflect the expected impact of a transaction or strategic decision on a company's future performance. |
Seeking Improvement | Recurring | Hourly / Success Fee | Who Benefits Owners and management teams can see how different strategies (e.g., acquisitions, pricing changes, headcount plans) affect cash flow, debt capacity, and equity value. Investors and lenders get clear, scenario‑based projections that incorporate risk and constraints. |
Why M&G You use M&G for proforma modeling when you want forward‑looking numbers that are tightly tied to real transactions and strategic decisions. M&G's modeling draws on valuation, QoE, and transaction experience, which helps ensure assumptions are realistic and scenarios are credible. |
CFO Services Fractional CFO services involve providing part‑time, executive‑level financial leadership to guide strategic planning, improve financial operations, and support informed decision‑making for growing businesses. |
Seeking Improvement | Recurring | $7,500 | Who Benefits Growing companies that need strategic financial leadership, clear reporting, and forward‑looking guidance but are not yet ready for a full‑time CFO. |
Why M&G M&G provides executive‑level financial leadership that aligns reporting, forecasting, and KPIs with lender, investor, and buyer expectations—giving growing companies board‑ready insights without the cost of a full‑time CFO. |
Accounting Services Outsourced accounting services involve managing a company's day‑to‑day financial operations - including bookkeeping, reconciliations, reporting, and compliance—to ensure accurate, timely, and reliable financial information. |
Seeking Improvement | Recurring | $5,000 | Who Benefits Owners and finance leaders who need accurate, controller‑level financials each month to run the business, satisfy compliance, and prepare for future financing or exit. |
Why M&G M&G delivers controller‑level accounting and reporting that turn your monthly close into reliable, decision‑ready financials instead of just compliance paperwork. |
Bookkeeping Services Outsourced bookkeeping services involve handling a company's routine financial tasks - such as recording transactions, maintaining ledgers, and reconciling accounts—to ensure accurate and up‑to‑date financial records. |
Seeking Improvement | Recurring | $2,500 | Who Benefits Business owners who want their day‑to‑day transactions recorded correctly and on time so they can trust their numbers for taxes, reporting, and growth decisions. |
Why M&G M&G keeps your day‑to‑day books accurate, timely, and organized so you always have clean data to run the business, file taxes, and support future valuations or deals. |
*Pricing reflects lower-middle market companies with moderate financial health, growth plans and stability. Companies outside of this scope may require custom pricing and are subject to review of accounting database.