About Us
I have spent my career helping capital make better decisions. I have worked with Fortune 500 organizations including Zurich Insurance and DoorDash, led analytics and operational optimization initiatives, and partnered with private equity firms to solve complex financial and strategic challenges. I have supported dozens of buyers through financial due diligence and Quality of Earnings engagements, building models from scratch and pressure-testing assumptions until they reflect economic reality. I earned my MBA at Tuck. It was useful. The real education came from watching how decisions actually get made.
At Trachtman Consulting, we help investors, founders, and executives make high-stakes decisions without relying on hope.
Acquisition modeling and pressure testing: On the transaction side, we focus on financial due diligence, Quality of Earnings, valuations, and acquisition modeling for lower middle market and SMB deals. We care about what actually drives value: earnings durability, working capital behavior, debt structure, and whether cash flow is real or just well-presented. Our job is to answer the uncomfortable but necessary questions in a deal: What is recurring? What is fragile? What breaks under pressure?
Our Services
Financial Due Diligence
We independently dig into the numbers to understand how a business really makes money and where the risks sit. We help buyers and business owners pressure-test revenue, margins, expenses, working capital, and cash flow to separate one-off results from what is truly sustainable before committing capital.
Quality of Earnings (QoE)
If you are buying a business, the question is not what the earnings were, but how much you can rely on going forward. We separate recurring performance from one-off items, identify owner dependency and accounting distortions, and establish a clear earnings baseline to price the deal, negotiate, or walk away.
Deal Structuring & Transaction Support
Once diligence is complete, we help buyers turn findings into better deal terms. This can include adjusting price mechanics, setting earn-outs, tightening working capital targets, or rethinking leverage. The focus is simple: reduce downside, protect returns, and ensure the structure reflects the real risks uncovered.
Operational & Commercial Risk Assessment
Numbers only tell part of the story. We examine how the business actually operates day to day, including customer behavior, pricing stability, supplier reliance, scalability limits, and key-person risk. The goal is to understand what could break, what may not scale, and how those realities affect performance after closing.
Market Research & Competitive Analysis
We focus on market questions that matter in an acquisition, not generic industry overviews. This includes demand drivers, competitive dynamics, fragmentation, and pricing power, helping buyers assess whether growth is real and defensible. The result is clear context on where the business fits and how it is likely to perform.
Financial Modeling & Pricing Optimization
We build practical, deal-ready models that reflect what diligence uncovered rather than best-case assumptions. Using scenario and sensitivity analysis, we help buyers understand returns across different outcomes and how pricing decisions affect risk and upside, supporting decisions before close and planning after acquisition.