High Point Advisory Group Services
At High Point Advisory Group, we deliver clear, actionable guidance across every stage of the business lifecycle. Whether you’re acquiring, operating, or preparing to exit, our team is here to provide strategic financial and operational support tailored to your needs
Acquisition Support
Whether you're acquiring your first business or expanding your portfolio, the stakes are high—and so is the need for clarity. We provide rigorous financial and operational analysis paired with strategic insight to help you confidently assess deal quality, uncover hidden risks, and spot upside potential. Our support ensures you're not just closing deals, but making the right ones
Buy Side Due Diligence
We perform a deep dive into financials to validate key metrics, uncover hidden risks, and highlight opportunities – empowering buyers to make confident, informed decisions
Buy Side Due Diligence
Quality of Earnings (QoE) Reports
Thorough financial analysis designed to evaluate SMB and lower middle market transactions, providing clarity on revenue trends, EBITDA adjustments, and additional financial metrics
Quality of Earnings (QoE) Reports
QoE Lite Reports
A streamlined, cost-effective alternative to full QoE – focused on essential adjustments and key risks, ideal for smaller deals or search fund transactions
QoE Lite Reports
Financing Support and Lender Referrals
A relationship-driven, value-added service that connects clients with trusted lenders and prepares key financial materials for funding—ideal for SMB buyers and searchers seeking SBA or acquisition financing
Financing Support and Lender Referrals
Post-Close & Strategic Advisory
Whether you're fresh off an acquisition or simply focused on strengthening your existing business, we help you align strategy, operations, and financial performance for long-term success. From post-close integration in M&A scenarios to ongoing support for owners seeking better systems, stronger margins, and clearer financial oversight—we act as a hands-on partner to drive meaningful improvements and sustainable growth
Post-Acquisition Integration Planning
Detailed 90-day integration plans to align financial processes, reporting, and operations, ensuring smooth transitions and synergy realization
Post-Acquisition Integration Planning
Operational Improvement Initiatives
Hands-on support to identify and implement process efficiencies, margin improvements, and performance enhancements
Operational Improvement Initiatives
CFO & Financial Leadership
Fractional CFO-style leadership to provide financial oversight, cash flow management, KPI tracking, and reporting optimization
CFO & Financial Leadership
Ongoing Strategic Advisory
Custom advisory engagements supporting growth strategy, financial planning, and long-term operational success
Ongoing Strategic Advisory
Exit Guidance
Preparing a business for sale is about more than listing - it’s about presenting a company that’s clean, credible, and compelling to buyers. We help owners position their businesses for strong exits by addressing financial gaps, normalizing earnings, and proactively fixing issues buyers will pinpoint later. Our process is built to reduce friction, preserve leverage, and ultimately increase enterprise value
Pre-Sale Diligence Review (Buyer’s Lens)
We apply our buy-side diligence lens to your business, highlighting risks, financial adjustments, and red flags—giving you time to clean up issues before going to market
Pre-Sale Diligence Review (Buyer's Lens)
Sell-Side Financial Cleanup
We work with you to adjust and clean up historical financials, normalize earnings, and ensure accurate, defensible reporting ahead of buyer diligence
Sell-Side Financial Cleanup
Carve-Out Financial Recast
For companies spinning off divisions or assets, we provide financial recasting services to create clear, standalone financial statements
Carve-Out Financial Recast
Comprehensive Exit Readiness Advisory
Addressing operational, financial, and strategic considerations to maximize valuation and reduce friction during diligence
Comprehensive Exit Readiness Advisory
Ready to work with us?
