23 Forever Solutions, LLC23 ForeverSolutions, LLC

Elevating Your Business with M&A Advisory, Fractional CFO & AI Solutions

Beyond monthly compliance. We build the financial architecture required to safely acquire new businesses, maximize your valuation, and automate your operations with AI.

who this is for

Built for Buyers, Sellers & Operators

Business Buyers

You're under LOI and need forensic financial validation before closing. Don't sign until we've audited the data room.

Business Sellers

Preparing to list? Bulletproof your financials before buyers tear them apart and drive down your price.

Service Business Owners

Ready to stop answering phones manually and start converting every lead with AI-powered receptionists and chatbots.

the service pillars

M&A Advisory & Fractional CFO

Most Popular Starting Point

The M&A Search Retainer (Pre-LOI)

On-call deal advisory and rapid 'sniff tests' of broker prospectuses. We compare high-level P&Ls, spot immediate red flags, and tell you if a business is worth a Letter of Intent (LOI) — or if it's a trap.

$1,000 upfront

100% credited toward your Phase 1 Due Diligence Audit once LOI is signed

Protect Your Investment

Buy-Side Financial Due Diligence (Post-LOI)

A ruthless, deep-dive audit of the seller's data room. We verify revenue against bank deposits, recalculate true Seller's Discretionary Earnings (SDE), audit utility and maintenance logs, and deliver a Go/No-Go Executive Report.

Starting at $2,500

per target entity

Maximize Your Valuation

Sell-Side Exit Readiness

Buyers will audit your financials ruthlessly to drive down your price. We preemptively bulletproof your business — reconstruct historical financials, legitimize add-backs, and produce clean, audit-ready data rooms.

Custom quoted

based on historical data volume and reconstruction needs

Day 1 Readiness

Post-Acquisition Financial Architecture

We completely rebuild the acquired company's Chart of Accounts, implement multi-entity bookkeeping hierarchies and multi-state financial reporting structures, and establish automated workflows so you operate as an investor — not an operator.

Custom quoted

based on operational complexity

23 Forever Solutions, LLC provides financial due diligence analysis, bookkeeping review, and advisory consulting services. We are not a registered investment advisor, licensed securities broker, or law firm. Our services do not constitute investment advice, legal advice, or securities recommendations. Results of due diligence engagements depend on the accuracy and completeness of information provided by third parties.

🤖 ai solutions for service businesses

Stop Missing Calls. Start Converting Every Lead.

AI Voice Receptionist

A 24/7 AI-powered receptionist that answers your business calls, qualifies leads, schedules appointments, and routes urgent calls — all while you sleep. Perfect for HVAC, plumbing, electrical, medical practices, and any business that runs on appointments.

Book an AI Receptionist demo

AI Chatbot for Client Intake

Deploy a custom AI chatbot on your website that answers FAQs, captures lead information, and books consultations automatically — without you lifting a finger.

Learn more about AI chatbots

Digital Double AI Assistant

Your personalized AI assistant trained on your business — answers client questions in your voice, handles intake, and gives your clients white-glove service at scale.

Starting at $23

Get your Digital Double
the process

A 3-Step Framework for Every Deal

01

The Sniff Test

We evaluate broker packets to ensure the deal makes mathematical sense before you make an offer.

02

The Lock

You execute an LOI with a strict Due Diligence clause and exclusivity period.

03

The Deep Dive

We demand the raw source documents — tax returns, bank statements, operational logs — and forensically reconstruct the truth.

Shelly Bunch
Shelly Bunch

Fractional CFO · M&A Due Diligence · AI Strategist

Certified QuickBooks Advanced ProAdvisor

With 30+ years of accounting expertise, federal contract financial management, and a growing certification in AI Strategy and Solutions for Businesses, Shelly brings a rare combination of forensic financial precision and forward-thinking AI implementation to every client engagement.

(443) 698-6085

Ready to Protect Your Deal or Scale Your Business?

Book a Confidential Strategy Call