We handle the prep.
You sell with confidence.
Flat-fee, listing-ready financial packs for US business brokers and the owners they represent.
Page through our sample packÂ
Built for Due Diligence
Three years of books, reconciled and tied to your filed returns, in three weeks. Built to survive the buyer's accountant.
Full Reconciliation
We reconcile three years of banking activity and records line by line against the source statements, so every entry is accurate and provable.
Buyer-Ready Reports
Presentation-grade financials for the deal room, plus Excel workpapers a buyer's accountant can open and interrogate.
Documented Owner Earnings
A clear bridge from net profit to seller discretionary earnings: owner compensation, personal expenses, one-time costs and related-party items, each listed separately with the document behind it. No unexplained lump sums.
Diligence-Proof Trail
Revenue concentration, working capital, AR and AP aging, inventory and fixed assets — the schedules a buyer asks for before they ask, so nothing stalls the deal.
Transparent Flat-Fee Packages
Seller-side financial preparation - 3 years plus year-to-date included in every tier
Essential
$4,500
• 1 entity
• Up to 3 financial accounts
• Under 100 transactions / month
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• Payroll: none or single-owner
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• Inventory: none
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• Turnaround: 4 weeks
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Standard
$7,500
• 1 entity
• Up to 6 financial accounts
• 100 - 250 transactions / month
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• Payroll: standard
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• Inventory: light
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• Turnaround: 4 weeks
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Complex
$11500 +
• 2+ entities
• Unlimited financial accounts
• 250+ transactions / month
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• Payroll: complex
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• Inventory: full
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• Turnaround: 6 weeks
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Optional monthly maintenance - keeps your financials lender ready from listing through closing.
+Â $450 / month
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+Â $750 / month
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+Â $ 1,100 / month
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