Sample Artifacts

Proof of work.

Anonymized samples showing what audit-ready actually looks like. These are representative excerpts from actual client deliverables.

Sample Deliverables

Click to preview. Full samples available upon request.

VALUATION MEMORANDUM
To: Board of Directors
Re: Fair Value — Acquisition
Date: [Valuation Date]
Executive Summary...
Methodology Selection...
Key Assumptions...
Valuation Memo (Board-Ready)

Executive summary format designed for board consumption. Clear conclusions with supporting rationale. 3–5 pages.

EXHIBIT A-1
Intangible Asset Summary
Customer Relationships $XXX
Developed Technology $XXX
Trade Name $XXX
PPA Exhibit Pack

Complete supporting exhibits for purchase price allocation. Intangible asset schedules, useful lives, and method summaries.

AUDIT Q&A PACK
Q: Discount rate support?
A: WACC of X.X% based on...
See Exhibit B-3 for build-up.
Q: Revenue growth basis?
A: Management forecast validated...
Audit Q&A Pack

Pre-answered audit questions with evidence references. Accelerates audit review by anticipating common inquiries.

Documentation Standard

Audit-ready by design.

Every deliverable is structured to answer the questions auditors will ask—before they ask them.

Structured to survive audit review, regulator scrutiny, board challenge, and transaction diligence.

Defensibility Checklist

Method selection rationale documented
All inputs sourced and timestamped
Reliability tier classification applied
Key judgments explicitly stated
Sensitivity analysis included
Cross-checks performed and documented
Narrative aligns with quantitative output
Audit trail complete and accessible
No hidden judgment
No black boxes
Reproducibility snapshot included
Evidence Transformation

Before/After: Messy inputs → Clean defensible output

How the system converts weak input conditions into a controlled evidence trail.

BEFORE: Typical Client Inputs

❌ Revenue forecast in email thread
❌ "We usually use 15% DLOM"
❌ Customer list in undated Excel file
❌ "Our discount rate is around 12-14%"
❌ No version control on financials

AFTER: Controlled Evidence Trail

✅ Forecast locked 2024-03-15, v2.1, MD signoff
✅ DLOM 18.2% via Finnerty model, Exhibit C-2
✅ Customer data as of VD, source: CRM export
✅ WACC 13.4%, build-up documented Exhibit B-3
✅ Reproducibility snapshot, hash: a7f3b2...

Downloadable Resources

Reference materials explaining our approach to audit-ready documentation.

📄
Audit-Ready by Design Explainer

One-page overview of our documentation approach

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Defensibility Checklist

Complete checklist for audit-ready valuations

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We can provide detailed sample deliverables relevant to your specific engagement type upon request.

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