Independent Accounting Firms

Your clients have projects.
You have our expertise.

Acquisition, disposal, fundraising — we step in as subcontractors or co-mandate partners, from a one-off deliverable to a full mandate. Under your signature.

Let’s talk about your mandate — 30 min →
3 days
Red Flag Report
10 days
Institutional DD
25+
Years in Transaction Services
60+
EBITDA & debt adjustments
Your reality

What your clients are asking for exceeds your bandwidth

A client wants to sell — and you don’t have 6 months ahead of you

A disposal requires a VDD, structured documentation, buyer mapping, and dozens of follow-ups. Your team is already running at full capacity on recurring production work.

A client wants to raise — and asks you to help

Business plan, financial model, valuation, investor outreach. You have the trusted relationship, but not necessarily the transactional toolkit.

A buyer asks you for a DD — or a seller for a VDD

60+ EBITDA/debt normalisation adjustments, QoE, red flags — this is Transaction Services, not statutory audit. The deliverable must hold up against the counterparty’s adviser.

Tax season doesn’t stop for a mandate

January through May, your capacity is absorbed. But your clients’ transactions don’t pause. A dedicated TS partner eliminates this dilemma.

Why work with us

What this changes for your firm

◆

Your client only sees your firm

Subcontracting or co-mandate — you stay in control of the relationship. The deliverable goes out under your signature, all exchanges go through you.

▭

Fixed pricing, known upfront

Transparent fixed fees per module. No hourly billing, no running meter. You know what each deliverable costs before you commit.

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A senior partner on every engagement

No rotating teams. A single point of contact, 25 years of Transaction Services experience, who knows the engagement from start to finish.

Modules à la carte

You keep the mandate — we produce the TS analysis

Available independently, delivered under your signature. Each module addresses a specific need for your clients.

Buyer Due Diligence

Subcontracting — deliverable under your brand

Red Flag Report3d
Go/no-go screening before acquisition. Adjusted EBITDA, revenue quality, normalised working capital, net debt, 15 red flag tests. Summary report for fast decision-making.
Full Institutional DD10d
Quality of Earnings, Quality of Net Debt, business plan analysis, sensitivities. Same level of rigour as a Big 4. The report goes out under your brand.
Financial DataBook3-5d
Normalised financials, documented adjustments, EBITDA bridge, operational KPIs. Structured analytical base for decision-making.

Disposal & Transmission

Subcontracting or co-mandate

VDD (Vendor Due Diligence)<2w
Sell-side due diligence prepared ahead of the process. QoE, net debt, normalised working capital, anticipated red flags. The report is ready before the data room opens.
Vendor Assistance<2w
See the accounts as the buyer will see them. Identify and fix weaknesses before going to market. Anticipate and address DD questions.
Disposal Documentation<2w
Confidential information memorandum, anonymised teaser, anticipated Q&A (30-50 items), management presentation. Structured for a competitive process.
Buyer Mapping<1w
Long list of 50-100 buyers, multi-criteria scoring, warm/cold, prioritisation in 3 waves.
Mandate Execution3-6m
Counterparty outreach, initial contacts, follow-ups and chase. Competitive process, negotiation management and adviser coordination through to closing. Data room, buyer Q&A, access management.

Fundraising

Subcontracting or co-mandate

Financial Modelling<2w
Structured business plan, forecast P&L, cash flow plan, sensitivity scenarios. The model that holds up to a fund’s DD.
Valuation<1w
Multi-method valuation (DCF, comparables, precedent transactions). Normalisation adjustments, documented range, pre/post-money cap table.
Investor Documentation<2w
Financial pitch deck, investment memorandum, anticipated Q&A. Tailored to the requirements of VC/PE funds and business angels.
Investor Mapping<1w
Identification and qualification of 30-80 investors (VC, PE, family offices, strategics). Scoring, recommended approach, wave-based prioritisation.
Mandate Execution3-6m
Investor outreach, initial contacts, follow-ups and chase. Meeting coordination, negotiation management (term sheet, valuation, governance) and coordination through to closing.

Recurring flow? Firms that regularly support transactions (3+ mandates/year) can subscribe with preferential terms and priority access. Learn more →

Before-OS™

An augmented advisory experience

AI industrialises analysis and document production. The time freed up is reinvested in what AI cannot do: judgement, negotiation and relationships.

Accelerated analysis

DD, DataBook, red flags — AI industrialises financial analysis. What takes a traditional firm weeks is delivered in days.

Fixed pricing, zero surprise

Transparent fixed fees per module. No hourly billing, no overruns. You know exactly what each deliverable costs.

Every engagement handled by a partner

AI accelerates production. Analysis and recommendations are driven by experienced transaction professionals — not delegated to junior teams.

FAQ

Frequently asked questions

How does confidentiality work with respect to my clients?
The report is delivered under your signature, with your branding. You present the findings. Your client receives a deliverable from your firm — you remain the sole point of contact.
What is the regulatory framework for this collaboration?
French regulations set by the Ordre des experts-comptables now permit pure advisory engagements, including the management of disposal and acquisition mandates. What accounting firms typically lack is the capacity to execute, not the right to do so. The DataBook is a financial analysis and advisory work product, distinct from bookkeeping and statutory audit.
What is the difference between the à la carte modules and the co-mandate?
The à la carte modules allow you to retain the mandate and outsource only the TS production (Red Flag, DD, DataBook, buyer mapping). The co-mandate is a full execution engagement alongside your firm: deal sourcing, competitive process, negotiation through to closing.
How do you handle confidentiality?
Permanent NDA, a dedicated senior partner on every engagement. No data is shared between engagements or between clients. Source files never leave the secured working environment.
Do you offer a subscription for firms with recurring deal flow?
Yes. Firms that regularly support transactions (3+ mandates per year) can subscribe with preferential terms, priority access and dedicated coverage. Get in touch to discuss.
Stéphane Hincourt-Thomassin

Stéphane Hincourt-Thomassin

Ex-Mazars, Deloitte, BDO • 25 years in Transaction Services • 400+ deals

“I led Transaction Services teams within accounting firms for 25 years. I know precisely what an independent firm is missing to serve its clients on transactions: a discreet partner, with institutional rigour, who works under their signature.”

Let’s discuss your next engagement

30 minutes to understand your needs and define the right collaboration format.

Book a Call — 30 min →