Transactions, EOTs and ownership change
Financial support for businesses preparing for a sale, EOT, investment or other ownership transition.
Transaction readiness
Management reporting
Forecasts
Cash flow
Working capital
Profitability
Customer concentration
Normalisation adjustments
Quality of financial data
Reconciliations
Controls
Systems
Core service areas
Preparing the numbers
One reliable version of the truth gives management and advisers a consistent basis for transaction discussions.
Management information
Maintainable earnings analysis
Working-capital analysis
Debt and cash analysis
Financial modelling
Supporting schedules
Reconciliations
Financial information requests
EOT support
Valuation
Maintainable earnings
Affordability
Vendor consideration
Deferred consideration
Debt repayment modelling
Cash-flow forecasting
Sensitivity analysis
Working-capital requirements
Post-transaction reporting
EOT trustee director experience
Adil currently serves as a director of EOT trustee companies, providing practical experience of EOT governance as well as transaction and valuation work.
This includes exposure to:
Business performance
Cash generation
Deferred consideration
Trustee reporting
Management oversight
Employee ownership governance
Where appropriate, Adil may also be able to act as an independent EOT trustee director for future clients, subject to the circumstances of the engagement and appropriate independence and conflict considerations.
Sale preparation
Improve reporting
Identify adjustments to underlying earnings
Understand working-capital trends
Build credible forecasts
Establish relevant KPIs
Anticipate due-diligence questions
Improve the finance function before going to market
Due diligence support
Coordinating financial information
Preparing schedules
Reconciling key balances
Explaining movements
Reviewing responses
Identifying inconsistencies
Supporting management discussions
Working capital
Historic trends
Seasonality
Debtor days
Creditor days
Accrued and deferred income
Payroll timing
Contractor funding
Invoice finance
Normal working-capital requirements
Financial modelling
Forecasts
Acquisition scenarios
EOT structures
Seller repayment profiles
Funding requirements
Ownership changes
Downside scenarios
Cash-flow sensitivities
Experience from both sides of the table
Adil co-founded and grew Azuki Accounts before its acquisition by a top 20 UK accountancy firm in 2026.
This gives Quintiva insight from both an adviser and business-owner perspective.
Related service
Start a conversation
Whether you need ongoing fractional FD support, a business valuation, help with an EOT or transaction, or a more effective finance function, the first step is a straightforward conversation.