Services

Packaged Engagements

Packaged Engagements

Not every challenge needs a complex engagement. These streamlined packages deliver targeted results—fast, focused, and pressure-free. Designed for clarity and momentum, each engagement cuts through uncertainty and equips you to act decisively—with confidence, not guesswork. And when the time is right, they serve as a powerful launch point for deeper, longer-term work with Aspen Tree.

Let's Talk
Engagement Package

13-Week Cashflow Forecast

See what's coming. Act with confidence.

You've probably said it—or heard it: “We just need to know what's coming.” When cash feels tight, when decisions loom, or when growth outpaces clarity, cashflow becomes the one number that can calm—or crash—your strategy. We start by asking: What's the story your cash is trying to tell you? Then we help you hear it—loud and clear.

This engagement is built to bring order to the chaos. Together, we map out your next 13 weeks in detail, translating moving parts—AR, AP, payroll, funding, vendor terms—into a forward-looking plan that removes blind spots. It's not just about seeing the numbers. It's about building the confidence to say, “Yes, we're ready.” Whether you're managing a runway, preparing for a raise, or aligning stakeholders, this forecast becomes your operating lens.

What's the ROI on a clear decision? This forecast often reveals hidden risks, unlocks early course corrections, and—critically— becomes the first step in building financial discipline. Many clients use this as a starting point to formalize cash routines or elevate their reporting cadence. Either way, the impact is the same: fewer surprises, better timing, and stronger control.

Deliverables

30-Minute Kickoff Meeting

We start by getting aligned. In this focused session, we clarify your business model, major cash drivers, timing concerns, and goals for the engagement. This conversation sets the tone—ensuring we're asking the right questions from day one and building a forecast that reflects the true rhythm of your operations.

Cashflow Model

At the core of the engagement is a custom-built 13-week rolling cashflow model. Tailored to your chart of accounts and cash mechanics, this model visualizes inflows and outflows with precision—covering receivables, payables, payroll, debt service, and capital expenditures. It gives you the visibility to anticipate crunch points and act before they hit.

Cashflow Brief

We distill the insights from the model into a concise, executive-ready summary: your Cashflow Brief. This document highlights key risks, timing gaps, and week-to-week fluctuations—making it easy to communicate status and decisions to internal and external stakeholders without getting lost in the spreadsheet.

Optimization Roadmap

Good forecasts don't just describe reality—they improve it. Based on what we uncover, we outline practical steps to enhance cash timing, reduce pressure, and extend runway. Whether it's renegotiating terms, adjusting burn, or planning receivables strategy, the roadmap provides clear recommendations for strengthening cash control.

Forecast Review & Strategy Session

We wrap with a strategy session to walk through the model, answer questions, and align on next moves. This is where tactical insight meets big-picture thinking. You leave with not only a working forecast—but the clarity to make decisions with confidence and the momentum to move forward.

Get Started
Engagement Package

M&A Readiness Assessment

Be ready before the deal shows up.

You might be thinking, “We're not selling anytime soon.” But deals don't wait until you're ready—they show up when you least expect them. And when they do, the companies that move forward with confidence are the ones who prepared early. This assessment answers the unspoken question: What would happen if the right buyer called tomorrow?

We approach readiness the way buyers do—by pressure testing your financials, your systems, and your story. This isn't just a checklist; it's a strategic deep dive that helps you uncover deal-breakers before they become real. Whether your timeline is 12 months or 2 years, this engagement lays the foundation for a smoother process and stronger outcome.

Many founders wait too long to get ready—then rush through diligence under pressure. This assessment gives you breathing room. It creates leverage. And it positions your company to act from strength, not scramble in defense. If the goal is a clean close and maximum value, this is where that work begins.

Deliverables

30-Minute Kickoff Meeting

We begin with a short strategy call to understand your goals, timeline, ownership structure, and transaction history. This helps us tailor the scope of the review and identify where to dig deeper. It also sets expectations for what makes a business “deal ready” in today's market.

Systems Analysis

We assess the tools and infrastructure supporting your financial operations—ERP, billing, payroll, reporting, and controls. Gaps in systems often create red flags for buyers and investors. This step helps you identify what needs to evolve before you're under a diligence microscope.

QoE Assessment

We run a light-touch Quality of Earnings review—focusing on revenue recognition, EBITDA normalization, and working capital trends. This isn't a full QoE report, but it gives you a preview of what buyers will look for—and where they'll likely push back. The result: fewer surprises when the real process starts.

Readiness Scorecard

You'll receive a readiness scorecard summarizing strengths, gaps, and next steps across key diligence areas. This visual tool helps you communicate internally, align stakeholders, and prioritize fixes that will increase credibility—and valuation—in a future sale.

Strategy Review

We close with a debrief session to walk through findings, discuss transaction timing, and answer questions. Whether you're preparing for a strategic exit, recapitalization, or private equity partnership, this conversation equips you with a roadmap to move forward on your terms.

Get Started
Engagement Package

Sell-Side QoE Analysis

Control the narrative. Preserve the value.

When you're preparing to sell, you already know due diligence is coming. The question is—will it happen to you, or will you lead it? A sell-side Quality of Earnings (QoE) analysis helps you take control of the process. Instead of reacting to buyer questions, you guide the conversation with facts, clarity, and confidence.

This engagement puts you in the driver's seat. We examine the same data points a buyer's diligence team will scrutinize—normalizing EBITDA, validating revenue, and isolating one-time costs. But we do it from your perspective. The result? Fewer surprises, stronger positioning, and a cleaner deal process that protects the value you've built.

Whether you're heading toward market or simply testing readiness, a sell-side QoE gives you leverage. It increases buyer trust, speeds up diligence, and minimizes negotiation friction. In short, it's one of the best pre-deal investments you can make to maximize outcomes.

Deliverables

30-Minute Kickoff Meeting

We start with a scoping call to understand your business model, timeline, and deal strategy. This helps us identify the key metrics, adjustments, and financial narratives most relevant to your buyer pool and tailor the analysis accordingly.

Historical Financial Review

We dig into historical income statements and balance sheets, cleaning and recasting the data to reflect normalized operating performance. This includes revenue trends, margin consistency, and cost fluctuations that may require adjustment or clarification.

EBITDA Normalization

We identify and quantify non-recurring, discretionary, or unusual items that distort your earnings profile—ensuring adjusted EBITDA reflects the true economics of the business. This step prepares you to defend valuation and justify your ask.

Preliminary QoE Report

You'll receive a concise, presentation-ready summary of key financial adjustments, risks, and footnotes. While not a full-blown diligence binder, it's enough to inform buyer interest, engage bankers, or support early conversations with potential investors.

Review & Advisory Session

We walk through the report together, discuss go-to-market implications, and outline readiness next steps. This strategic conversation ensures you're armed with insights to anticipate buyer concerns and confidently lead the transaction process.

Get Started
Engagement Package

Due Diligence Readiness

Be prepared before diligence becomes urgent.

You don't get a second chance to make a first impression—especially in diligence. When the data room opens, the clock starts ticking. This engagement is for founders, operators, and CFOs who want to stay ahead of the curve by addressing risks, gaps, and friction points before investors or acquirers find them.

We simulate the buyer's lens—scrutinizing your financial records, contracts, compliance status, and internal processes. It's a pressure test built to reveal the cracks before someone else does. The difference between “almost ready” and “ready” can be the difference between a closed deal and one that quietly falls apart.

When you're prepared, diligence moves faster. Your team operates with confidence. And your credibility goes up with every clean answer. Whether you're raising capital or preparing for a sale, this engagement gives you a tactical edge where it matters most: in the details.

Deliverables

30-Minute Kickoff Meeting

We begin with a focused session to understand your capital or transaction goals, assess your existing documentation, and align on key diligence categories. This ensures our approach is tailored to your specific stage and audience.

Diligence Checklist & Gap Review

We provide a customized diligence checklist based on transaction type and industry norms. Then we evaluate your readiness across each category—flagging what's missing, outdated, or inconsistent so you can fix it now, not under pressure later.

Document & Data Room Prep

We help you organize your key financials, legal docs, HR records, and operational data into a clean, intuitive structure. If you already have a data room, we provide guidance to enhance its usability. If not, we help you set one up with best practices in mind.

Red Flag Risk Summary

You'll receive a concise summary of potential risks that may attract buyer scrutiny—along with suggestions to mitigate or explain them. From revenue recognition quirks to audit trails, this gives you a plan for proactive response before diligence begins.

Readout & Action Plan

We wrap with a strategy session to walk through key findings and next steps. You'll leave with a punch list of what to fix, who should own it, and when it should be done—giving your team clarity and momentum to execute before the clock starts ticking.

Get Started
Engagement Package

FinOps Analysis

Streamline your financial operations.

Ever feel like your financial systems are “mostly fine”—until they suddenly aren't? Missed reports. Late closes. Conflicting numbers. These are signs your finance function is out of sync with your business needs. This engagement surfaces those issues fast—before they start costing you real money or credibility.

We take a close look at your financial operations—how data moves, who touches it, and where breakdowns occur. From reporting workflows to system integrations, this isn't just about finding inefficiencies—it's about understanding the story behind them. We help you see what's slowing you down, where errors creep in, and how to build a finance engine that actually supports strategic decisions.

The outcome? A clearer view of where your back office is holding you back—and a plan to turn it into a competitive edge. Whether you're scaling fast, preparing for diligence, or just trying to restore confidence in your numbers, this analysis gives you the blueprint to level up.

Deliverables

30-Minute Kickoff Meeting

We begin with a quick diagnostic call to understand your current structure, team roles, reporting cadence, and systems stack. This helps us focus the engagement on the financial processes most critical to your goals.

Process Mapping

We document your core finance workflows—AP, AR, close, payroll, reporting—and identify where breakdowns, manual steps, or duplicated efforts are creating inefficiencies or risk. This map becomes the basis for future improvements.

System & Tool Review

We evaluate the systems you're using (or under-using), including your GL, payroll, expense tools, and reporting platforms. We highlight disconnects, underutilized features, and opportunities for automation or better integration.

Ops Scorecard

You'll receive a simple, executive-ready scorecard that benchmarks your current FinOps maturity across key categories. This lets you quickly see what's working, what's lagging, and what changes will have the highest ROI.

Action Plan & Recommendations

We wrap with a readout session and a tactical roadmap. You'll leave with prioritized next steps, suggested tools or workflows, and clear accountability—so your team knows exactly how to move from “just functioning” to fully optimized.

Get Started

Contact

Starting the conversation doesn't cost a thing—but it could open up real opportunities for your business.

Opening Mobile App