Strategy and Deal Readiness

When a deal is on the horizon, readiness isn't optional-it's a strategic advantage. Emerytus Advisors' Strategy and Deal Readiness practice equips companies to move decisively, present confidently, and create value in moments that matter.

We partner with CFOs, CEOs, and sponsors to prepare for diligence, align financial narratives, and sharpen strategic positioning. Whether you're pursuing a sale, capital raise, acquisition, or IPO, we deliver clear insights, investor-grade materials, and rigorous operational readiness. Our team bridges the gap between strategy and execution-turning complexity into clarity and pressure into performance.

At Emerytus, readiness isn't just about preparation-it's about positioning your business to lead the conversation, not just react to it.

"Victory awaits him who has everything in order-luck, people call it." - Roald Amundsen

Common challenges

  • Exit and transaction readiness assessments
  • Financial and operational KPI alignment
  • Sell-side and buy-side due diligence preparation
  • Financial model validation and support
  • Equity story and board/investor communication
  • Operational clean-up and execution planning

Ways we can help

  • Deal readiness diagnostic reports
  • Adjusted financial statements and equity story support
  • Data room population and diligence coordination
  • Normalized EBITDA schedules and pro forma financials
  • Operational execution plans and leadership support