Private Equity Readiness

Whether you are preparing for a private equity investment or the sale of a portfolio company, it is a pivotal step in your company’s growth journey—and one that requires strategic insight, financial clarity, and operational readiness. Insero’s private equity readiness team will help you get transaction-ready with tailored guidance and solutions that position your business for success before, during, and after the deal.

Transaction Readiness

Whether you’re preparing for your first round of funding or optimizing for a future exit, our private equity readiness solutions are designed to help you uncover hidden risks, identify value drivers, and present your business in the best possible light to investors.

Private Equity Readiness Solutions:

• Assess Readiness: We conduct a comprehensive review of your financials, systems, and processes to evaluate deal preparedness—highlighting gaps before investors do.
• Strengthen the Narrative: We help you articulate your value proposition with clear financial data, consistent KPIs, and a compelling story that resonates with private equity firms.
• Elevate Financial Reporting: From cleaning up the close process to aligning with investor expectations, we enhance the reliability and transparency of your financials.
• Support Transaction Execution: Our team can act as your outsourced accounting and finance department, providing real-time support and technical guidance throughout the transaction lifecycle.
• Advise on Structure: We provide input on deal structure, working capital targets, and key terms—helping you negotiate from a position of strength.
• Bridge the Gap Post-Deal: After closing, we support integration, system upgrades, financial reporting enhancements, and preparation for future exits.
• Quality of Earnings & Due Diligence Solutions: Learn more about these services here.

Why Insero?

We’re not just a service provider—we’re a true partner. Our team brings deep experience across industries, a hands-on approach, and the trusted guidance you need to face the complexities of private equity investment with confidence.