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Advisory

Custom models & more for complex deals.

Scalable, audit-ready models for private equity, real estate and layered tax incentives, plus M&A sell-side and AI finance advisory.

Advisory

Custom modeling.

Scalable, audit-ready financial models for complex deals, turning messy business data into clean answers.

Who it’s for

Private equityWe analyze company data and metrics to find the levers that lift ROI, build debt-leverage packages for funding, and make introductions to family offices and investors.
Commercial real estateDue diligence on GP metrics and pro formas with clear reporting, plus deep expertise in tax credits and municipal incentives.
M&A and finance leadershipYour data stack built from the ground up, board-ready reporting packages and practical operational improvements. Special focus in healthcare and telehealth.

Tax credit & incentive modeling

We model the layered incentives that make complex projects work, and show exactly how each one changes the returns.

  • Opportunity Zones (OZ)
  • New Markets Tax Credit (NMTC)
  • Historic Rehabilitation Tax Credit
  • Energy and clean-energy tax incentives
  • Federal small-business tax credits
  • Enterprise Zone incentives
  • Tax Increment Financing (TIF)
  • Low-Income Housing Tax Credit (LIHTC)
  • Brownfield redevelopment incentives

Pricing

Custom quote

Every model is scoped to your deal. Tell us what you’re working on and we’ll send a fixed scope and price.

Request a quote →

Built in Excel, with every assumption documented so your team, lenders and investors can follow it. Not tax, legal or investment advice.

Advisory

M&A sell-side.

Sell-side transaction advisory: financial due diligence and quality of earnings (QoE), backed by quantitative financial analysis. We get your business ready to sell and guide you through the process with a private equity buyer.

What you get

  • Accounting and bookkeeping organization
  • Pro forma financials
  • Business valuation
  • Leading the quality of earnings (QoE) process with your private equity buyer
  • Quantitative financial analysis: pulling data from your vendors, normalizing it in Excel and crunching the numbers

The models we build often include

KPI data modelOrganizes raw encounter and invoice data into monthly KPI reporting.
Operating cost modelRebuilds operating costs so margins can be validated line by line.
Employee cost modelTracks every employee’s cost over time to validate historical payroll.
Advanced pro formaA forecast built on validated data assumptions specific to your industry.
Diligence trackerTracks every request from the buyer’s quality of earnings firm through to resolution.

Pricing

Custom quote

Scoped to your company and where you are in the sale, whether you’re preparing to go to market or already in diligence.

Book a call → Case study From $51M to $97M How verified numbers nearly doubled a private equity buyer’s offer. Read it →

Not tax, legal or investment advice.

Advisory

30-Day AI Finance Sprint.

CFO-level guidance plus the AI tools to run your finances faster. In 30 days we set up the workflows, build the financial models that best fit your company, and teach your team to run them.

Who it’s for

Business owners, $3M–$10M revenueGrowing companies without a full-time CFO that want clear numbers, a reliable cash forecast and AI taking over the repetitive finance work.
Fractional CFOsFinance pros who want to bring AI and modern tools into their own practice and serve more clients with better reporting.

What you get in 30 days

  • 2-hour kickoff: we review your books, cash and reporting and pick the 3 to 5 tasks AI should take over
  • Four weekly 60-minute working sessions
  • 3 to 5 AI workflows set up, such as monthly reporting, cash forecasting, invoice and expense review and KPI tracking
  • A 13-week cash flow model built for your business
  • Email support between sessions, answered within one business day
  • Recorded walkthroughs so your team keeps it running
  • One Quigley Capital Excel model of your choice included

One-time fee

$4,900

Fixed scope, fixed price, 30 days. Optional monthly support is available afterward.

Book a call →

Tools we work with: Claude, ChatGPT, Excel and your existing accounting software. We don’t do bookkeeping, and this is not tax or legal advice. AI does the first pass; people make the decisions.

Contact

Let's talk.

For consulting, custom models and the 30-Day AI Finance Sprint. We reply to project inquiries within two business days.

hello@quigleycapital.com