Clear numbers for buyers, sellers, lenders and investors.
OTBC is a national transaction-support firm based in the Dallas area. Our focus is financial due diligence: helping everyone at the table understand the earnings behind a deal.
What we do
Our core work is Quality of Earnings and financial due diligence for business acquisitions, sales and financings. Around that, we offer business valuations, exit readiness planning for owners, and a performance-based seller-financing structure.
We keep the language simple and the process tight. Work is prepared and reviewed by experienced finance and M&A professionals before it is delivered.
What we believe
- Clear numbers reduce fear.
- Simple rules prevent confusion.
- Honest expectations protect everyone.
- The owner makes the decisions.
Experienced professionals, personally involved.
Every OTBC engagement is handled by people who have spent their careers in audit, accounting, finance and business management. You work directly with the professional doing the analysis, not a call center or a junior team.
- CPAs with 20+ years of audit and accounting experience lead our QoE and due diligence work
- Professional business advisors and finance strategists lead exit planning
- One point of contact from scoping call to final walkthrough
Audit experience. QoE focus.
OTBC brings together CPAs and business professionals. Each of our CPAs has more than 20 years of audit, accounting and financial experience, and every Quality of Earnings and due diligence engagement is performed or reviewed by one of them. Exit planning is led by professional business advisors and finance strategists with hands-on industry experience. A Quality of Earnings uses the same discipline as an audit (testing the numbers against source documents, questioning every adjustment, documenting the work), applied to one question: what does this business really earn?
OTBC is not a CPA firm, and a QoE is not an audit. What you get is audit-trained people doing focused, practical financial due diligence, with CPA oversight on every QoE and due diligence engagement.
We use state-of-the-art analytical tools and documented procedures on every engagement, so the work is consistent, traceable and built to support the decision in front of you.
Independent
OTBC is not a broker and does not earn a commission on the sale of a business, so our analysis is not tied to whether a deal closes.
Reach us
Based in Dallas–Fort Worth. Working nationwide.
Our team supports transactions across the U.S., with most work done remotely and on-site visits when the scope calls for them.