Clarity that Closes.
Decision-grade financials that protect your exit.
What We Do
Why Deals Stall?
Most deals don’t fail because the business is bad. They fail because the story isn’t financially and legally defensible.
Financials are cash-only, inconsistent, or owner-blended
Add-backs are unsupported
AR/AP timing makes EBITDA look like a moving target
Data room is disorganized or reactive
QofE assumptions diminish value with unsophisticated financials
Any time there is a delay in response, buyers start to lose confidence and want to pass the cost of risk back on the seller
We fix this before you even go to market. We help sellers prepare clean, credible financials and defend diligence—so deals don’t stall, retrade, or fall apart.
How We Help
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90-Day Financial Readiness
This quick & clean option is designed to get your financials to buyer-ready—pronto. We sophisticate the financial reporting, normalize your P&L with clean and explainable add-backs, and build a clear tax-to-accrual bridge so your numbers tell a credible story. You will walk into negotiations with decision-grade reporting that reduces buyer skepticism and keeps momentum moving toward close.
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Due Diligence Defense
We provide hands-on support during the most fragile part of a deal—when buyers start pulling threads. We manage and organize your financial data room, respond to QofE-style requests, and build the schedules buyers ask for (without chaos, delays, or misstatements). The goal is simple: remove friction, build confidence, and keep your deal from stalling.
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Value Builder (*6-12 mo)
Value Builder is for sellers who want to sell, but need a longer runway to clean things up first. We implement a strong close process, create a reliable tax-to-accrual bridge, and build a 13-week cash forecast so the business becomes more predictable, financeable, and transferable. This creates a stronger valuation story and reduces surprises when buyers eventually dig in.
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Deal Advisory
We help you structure for exit (capital gains planning, asset vs. stock analysis, purchase price allocation support, and basis considerations), identify legal and compliance red flags early, and support transaction documentation so nothing gets missed in the details. It’s the integrated work that prevents last-minute renegotiations and keeps you in control from LOI to close.
Who We Help
We specialize in founder-owned businesses where the deal matters
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Home Services Operators
HVAC, plumbing, roofing, landscaping, electrical, restoration, and other trade businesses built on hard work and real cash flow.
You’ve got strong revenue—but when it’s time to scale, sell, or bring on partners, the financials often aren’t telling a clean enough story. We help you create decision-grade reporting, protect your margins, and get deal-ready without chaos. -
Healthcare Entrepreneurs
ABA therapy, behavioral health, dental, podiatry, dermatology, urgent care, audiology, pain management, mental health, med spas, PT, veterinary, and other multi-provider practices.
Healthcare businesses grow fast—and the complexity grows faster: insurance timing, payroll-heavy margins, multi-entity structures, and constant reinvestment. We help you see what’s really happening financially, strengthen cash flow, and build a clean path to exit. -
Founder-Owned Companies Transitioning
Owner-led businesses ($2M–$30M revenue) preparing for a sale, recap, partner buy-in/out, bank financing or sale.
You may have an offer or buyer interest—but the deal is at risk if financial diligence gets messy or the numbers don’t hold up under pressure. We step in to de-friction the transaction: normalize earnings, defend diligence, clarify tax exposure, and keep momentum strong through close.
What Clients Are Saying
“What truly impressed me was their dedication to personalized service. They took the time to understand the unique needs and goals of my business, tailoring their strategies accordingly. Their commitment to transparency and clear communication instilled trust and confidence in every interaction.”
Justin Gilmore
“I've worked with the team at Visibility for many years now, and as a serial entrepreneur, their expertise in CFO services, tax planning, and legal guidance has been invaluable. I own multiple entities with different partnership structures that were hard to track or really know what was going on in each. Their expertise has given me a lens into my company I had never had before and helped me navigate several sales and purchases. I hands down recommend Visibility to other business owners for their exceptional financial and back office support.”
Harrison Rogers
Jared Harker
“Visibility is run by professionals who take the time to understand the complexities of my personal life and my business so that I can focus on what I do best - managing and running my company. Anyone who is disillusioned by the lack of support and customer service that is so prevalent in the financial services industry these days should cut their losses and demand more. I have personally used the team at Visibility for the past 3+ years through thick and thin, at this point they have become an invaluable resource that I know I can count on. If you are not extremely happy with your financial services provider - let Visibility earn your trust and you will soon be writing the same review I just did.”