Audit and review services play a critical role in preparing companies for transactions, improving financial transparency, and providing confidence to investors, lenders, and potential buyers. At HartsteinMichael, these services are integrated with the firm’s investment banking and tax advisory capabilities, allowing clients to receive coordinated financial, tax, and transaction support throughout the M&A process.

The firm assists companies in preparing reviewed or audited financial statements to ensure financial information is accurate, compliant, and ready for potential buyers or investors. This process helps identify financial issues early, strengthens credibility in the marketplace, and supports smoother due diligence during a transaction.

Key audit and review services include:

• Preparation of reviewed or audited financial statements to enhance credibility with investors and buyers.

• Financial reporting and controllership support to ensure accurate financial records and reporting processes.

• Pre-transaction financial cleanup and preparation to create “sell-ready” financials.

• Sell-side quality of earnings and financial due diligence to validate earnings and financial performance prior to a transaction.

• Data room preparation and financial documentation support for transaction readiness.

By combining audit, review, and transaction advisory services under one platform, HartsteinMichael helps companies strengthen financial reporting, streamline the due diligence process, and position themselves for successful capital raises, acquisitions, or exits.