M&A Checklists - Notion CFO and Advisors

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Follow these guides to effectively manage your buying or selling process and secure the best possible outcome for your business.

FREE FINANCIAL ASSESSMENT

Gain a Clear Idea of Where You Stand.

Let's chat.

Our team spends time with you learning about your financial processes, reporting, and current tax structure.

Loop us in.

You send your current financial statements, management reports, and tax returns to us so we can see the big picture.

We're zoning in.

We will analyze your financial reporting and processes and compare it to best practices.

Let's cook up ideas together.

We will provide you with a brief report with new ideas and suggestions to save your business time and money.

Our clients like to show their appreciation.

You guys are crushing it --why didn't I hire you years ago?

Notion CFO + Advisors are knowledgeable, responsive, and consistently provide ideas that bring value to my business.

Notion CFO + Advisors has brought fresh and impactful ideas to our business that have improved our bottom line.

Working with Notion completely changed our business and mindset. Their expertise has exceeded expectations and we can't wait to continue our growth alongside them.