Gate City Advisory

Our Services

Productized offerings for
every deal phase.

Three focused engagements that map to where you are in the transaction lifecycle. Each one designed to deliver measurable outcomes and leave you better positioned for what comes next.

01

Deal Readiness Sprint

2-4 weeks

Get diligence-ready before the clock starts

Whether you're preparing to sell, raise capital, or acquire, this sprint gets your financial story clean and your data organized. We build the foundation that makes diligence smooth and surprises rare.

What You Get

Clean, defensible financial narrative
Normalized KPIs that tell your story
Financial model built for stress-testing
Data room structured for rapid due diligence

Our Process

1

Discovery

Deep dive into your financials, systems, and story. We identify gaps and build the roadmap.

2

Normalization

Clean up one-time items, adjust for owner comp, and build the adjusted EBITDA bridge.

3

Model Build

Construct a flexible financial model with scenario analysis and driver-based forecasting.

4

Data Room

Organize and structure all materials for rapid diligence response.

Ideal for: Companies 3-6 months from a transaction

02

Diligence Command Center

Active deal support

Run the deal while you run the business

When diligence hits, every data request feels urgent. We become an extension of your team—handling the back-and-forth so you can focus on operations and relationships.

What You Get

Same-day response to most diligence requests
Clean data extraction and reconciliation
Model updates and scenario runs on demand
QoE support and narrative defense

Our Process

1

Intake

We review the diligence request list and establish response protocols with your team.

2

Triage

Prioritize requests, identify potential issues early, and develop response strategies.

3

Execute

Pull data, build analyses, and prepare responses. We handle the heavy lifting.

4

Deliver

QA all materials and manage the data room. Keep you informed without overwhelming.

Ideal for: Companies in active diligence or LOI phase

03

Post-Close Value Capture

First 90 days

Turn diligence insights into Day-1 execution

The real work starts after close. We take everything learned in diligence and turn it into the operating infrastructure that drives value creation—unified systems, automated reporting, and real-time visibility.

What You Get

Unified data across legacy systems
Automated financial and operational reporting
KPI dashboards for management and board
Value creation levers tracked weekly

Our Process

1

Integration Planning

Build the 90-day roadmap based on diligence findings and value creation priorities.

2

Systems Unification

Connect data sources, establish single source of truth, and build the data foundation.

3

Automation Build

Implement automated reporting, dashboards, and workflow automation.

4

Handoff

Train your team, document everything, and ensure sustainable operations.

Ideal for: Newly acquired companies or post-transaction integration

Beyond the Deal

Ongoing Fractional CFO Support

Not every engagement starts with a transaction. For companies that need steady CFO-level support—whether building toward a future event or simply strengthening finance operations—we offer ongoing fractional partnerships.

Discuss Your Needs

What We Support

  • Monthly close management
  • Financial reporting and FP&A
  • Cash flow forecasting
  • Board and investor reporting
  • KPI framework development
  • Budget and planning cycles

Engagements typically run on a monthly retainer basis, with scope tailored to your needs.

Ready to get deal-ready?

Let's talk about where you are and where you're headed.

Schedule a Conversation

or email us at hello@gatecityadvisory.com