About Us
At Trachtman Consulting, we help buyers and sellers make high-stakes decisions with clarity and confidence.
We specialize in financial due diligence, Quality of Earnings, valuations, and deep market research for lower middle market and SMB transactions. Our work is built to answer the questions that actually matter: what is real, what is sustainable, and where the risks truly sit.
We do not rely on generic models or off-the-shelf frameworks. Every engagement is approached from first principles. We build our own Excel models, tailor our analysis to the specific business, and stress-test assumptions to reflect how the company actually operates.
Our work does not stop at close. We regularly continue supporting clients after a transaction, helping translate diligence findings into operating plans, financial models, and decision-making tools that matter in the first months of ownership.
Whether you are buying, selling, or integrating a business, we act as an independent thought partner, not a report factory. Clear analysis, direct conclusions, and work you can trust when the decision matters.
If you are facing an important transaction decision, we can help you think it through clearly.
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.