Trusted Guidance for Businesses in Transition
C&Co.Preparation, valuation, and financial diligence for private-company owners considering a sale.
Carew & Company provides independent consulting and advisory services to middle-market businesses preparing for a potential sale. We focus on valuation, quality of earnings, internal controls, and accounting-system conversions so your company and its financials are ready for buyer review. Engagements are led by the firm’s two principals and governed by a separate consulting agreement. Carew & Company is not a broker-dealer and does not effect transactions in securities.
Selling your business is a high-stakes process that owners have one chance to get right. Carew & Company provides project-based consulting to help owners prepare for a successful exit. We provide business owners with a clear view of their business and help them understand how it will be perceived by potential buyers.
Our Core Offerings
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Assessment of the company’s strategic position, identification of value-creation opportunities that can be completed prior to a sale, and a practical roadmap for owners considering a transition in the next 6 to 24 months.
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Independent valuations using discounted cash flow, precedent transactions, and market comparables, plus supporting analysis and financial model creation.
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Financial and operational due diligence assistance, Quality of Earnings analysis, and EBITDA bridge preparation to support informed decision-making. We will work to uncover the adjustments that sophisticated buyers are likely to make.
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Documentation of key controls, close discipline, and accounting-system mapping so that your financials can be easily followed by an outside reviewer. This includes conversion planning when the current system cannot produce what a buyer will request.
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Project coordination for owners working with counsel, tax advisors, and other specialists.
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Identification and quantification of potential synergies and value creation opportunities.
How We Work
We provide project-based advisory and analytical support tailored to each client’s needs. Engagements are structured around clear deliverables and timelines, making it straightforward to engage for specific scope or longer-term advisory relationships. All work is delivered under separate consulting agreements.
OUR MISSION
We help clients navigate complex strategic transitions by delivering clear, actionable, and high-impact advisory support grounded in deep transaction experience.
