Transaction Advisory Solutions

M&A Support

Performance Analytics & Insights (EPM)

Close with confidence with CFOs by your side.

As investors, business owners, and executives, you’re navigating transactions that can define your company’s future. At Turning Point, we bring the insight of CFOs who think like operators, because understanding how your business truly functions is the key to protecting long-term value. With deep middle market M&A expertise, our team helps uncover hidden value, optimize deal structures, and proactively mitigate risk.

You deserve more than a checklist.

That’s why we go beyond traditional due diligence. Our tailored support combines strategic insight with advanced financial modeling to ensure accuracy, efficiency, and maximum deal value at every stage. With decades of experience across manufacturing and distribution, construction, food processing, and technology, we equip you to move forward with confidence.

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Buy-Side Advisory: Smarter Investments with CFO-Led Financial Analysis

For private equity firms, corporate acquirers, and strategic investors, we apply rigorous financial analysis and data-driven insights to assess the quality of earnings, working capital, and overall deal risks.

Buy-Side Quality of Earnings (QOE) Analysis
Operational Performance & Industry Benchmarking
Working Capital & Cash Flow Analysis
Purchase Agreement Review
Review of Significant Accounting Policies
Post-Closing Financial Integration & Compliance

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Sell-Side Advisory: Maximizing Business Valuation & Market Position

For business owners and investment banks, we provide financial reporting and due diligence support to maximize valuation and streamline the sale process.

Sell-Side Quality of Earnings (QOE) Analysis
Operational Performance & Industry Benchmarking
Financial Statement Optimization
EBITDA Adjustments & Normalization
Risk & Exposure Analysis
Post-Closing Financial Support

Your Go-To Transaction Advisory Firm

Industry-Specific Expertise

We bring deep operational and financial insight to every transaction because we understand the nuances of your industry, whether it’s manufacturing and distribution, construction, food processing, or technology.

Analytical Precision & Financial Modeling

You’ll get a clear, strategic view of business performance and valuation every time.

Senior-Level Leadership

Every engagement is led by a CFO or senior member of our team who work directly with you to navigate complexity, structure deals, and drive long-term value.

Proven Results & Timely Delivery

We take a hands-on, efficient approach that improves deal economics, reduces risk, and accelerates timelines.

“Turning Point has been an amazing strategic partner, even through difficult times. They’ve been instrumental to our success. When I bring them into a new business, the people there are always glad about it. They ask, ‘Why didn’t you bring them in sooner?’ If I’m looking at an acquisition now, Turning Point is the first company I think of.”

— Jackie Brooks, Co-Founder & Partner of Promise Holdings, LLC
“We engaged Turning Point for a Quality of Earnings analysis on the recommendation of our investment bank. Despite our initial hesitation about incurring the cost of a QOE report, it proved to be a very smart decision. Our revenue recognition was particularly complex due to our subscription model, churn rates, and marketplace channels like Amazon. Turning Point navigated these challenges impressively, incorporating nuanced data across our consumer and business units. They also helped us resolve issues like capitalization of freight costs and tackled the intensive ASC 606 revenue recognition requirements, which was critical for us. There is no doubt in my mind that we would use Turning Point again for a QofE. They were professional, thorough, and instrumental in preparing us for a successful acquisition.”

- Gary Rones, CFO of BrickHouse Security
Before working with Turning Point, I was heading into a high-stakes acquisition by a multi-billion-dollar company, and I knew the financial and negotiation complexity was going to outgrow what our internal team could handle. Our revenue run rate was under $80M, but the deal dynamics felt like something built for a much larger enterprise. Turning Point was different from the other firms I evaluated. They went well beyond just “supporting the finance function." They helped me navigate the negotiation itself, anticipate what the buyer would require, and stay in control of the process over a two-year arc. Looking back, my only regret is not bringing Turning Point in earlier. If I had, I would have had higher-end financial models, monthly and quarterly reporting, and strategic CFO support in place sooner. In the end, the acquisition was a major success for our business. If you’re a founder stepping into a complex transaction and need real CFO-level horsepower, Turning Point is the partner you want in your corner.

- Scott Scribner, CEO of Star Protection Agency (now Allied Universal)

When every detail matters, we help you get it right.

Get the insight and support you need to execute smarter, more successful deals.

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