We handle the prep.
You sell with confidence.
Flat-fee, listing-ready financial packs for US business brokers and the owners they represent.
Deal Readiness Snapshot
Find out where your books stand before a buyer does.
Â
Our Deal Readiness Snapshot highlights if your books withstand interrogation. $500, credited in full toward your Pre-Sale Pack.Â
Pre-Sale Financial Pack
Financials built to withstand rigorous due diligence.
Fixed fee from $4,500, with your $500 Snapshot fee credited in full. Built for transparency and trust between brokers, buyers, and lenders.
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.
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.
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.
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 accounts
• Under 100 tx/mo
• Payroll: single-owner
• Inventory: none
• Turnaround: 4 weeks
Standard
$7,500
• 1 entity
• Up to 6 accounts
• 100-250 tx/mo
• Payroll: standard
• Inventory: light
• Turnaround: 4 weeks
Complex
$11,500 +
• 2+ entities
• Unltd accounts
• 250+ tx/mo
• Payroll: complex
• Inventory: full
• Turnaround: 6 weeks
Optional monthly maintenance - keeps your financials lender ready from listing through closing.
+ $450 / month
+ $750 / month
+ $1,100 / month