- Price
- From $3,500, flat
- Report in
- 15 business days
- Best timing
- 6 to 12 months before a sale
- Promise
- We say so first if it won't pay for itself
The profit on paper isn't the profit that sells.
A buyer rebuilds your earnings before making an offer. They add back what won't follow them, like owner perks and one-time costs, and subtract what it costs to replace you. Your price is built on what's left.
Example, not a client
What's in your report
Plain English, ready to hand to a buyer, lender, or partner. Plus a working session to set your next moves.
What a buyer is testing
Are the numbers real?
Three years that match your returns and bank deposits. If a buyer can't tell what you earn, they assume less.
Does it run without you?
If you quote every job and fix every problem, a buyer is buying a job, and pays like it.
Where does the money come from?
One or two big customers is revenue that can walk. Recurring, spread-out revenue is worth more.
Is profit getting stronger?
Sales up with margins down reads as a business that gets harder as it grows.
The fine print, up front
Who it's for
Owners going to market in the next 12 months, owners with a buyer already at the table, and owners bringing in a partner or investor.
The review
- Three years of earnings rebuilt and matched to returns and bank deposits
- Owner and one-time expenses found and documented
- Your pay set against the cost to replace you
- Margins by year, and what moved them
- Debt, working capital, and anything a buyer would hold back at closing
Not included
- An audit, attest engagement, or certified valuation
- Legal or tax advice on structuring a sale. That's your attorney and CPA.
- Finding a buyer or brokering the sale
After the review
The report shows what a buyer will push on and what you can still fix before closing. If the sale is further out than a year, Advisory is where the fixing happens: someone working the plan with you every month, so the years a buyer reviews tell a better story.
Buying instead of selling? That's buy-side diligence.
Common questions
What does it cost?
$3,500 under $1M in revenue, $5,500 from $1M to $3M, and $8,500 from $3M to $10M. Above that, we quote after a first look. The price is confirmed before we start.
How long does it take?
The report is ready about 15 business days after we have three years of statements and returns.
When should I get one?
Six to twelve months before you go to market, or as soon as a serious buyer shows up. Further out than that, the Sellability Score and a monthly plan do more for your price.
Isn't this what the buyer's accountant does?
A serious buyer runs their own review. Ours comes first, from your side, so nothing in theirs is a surprise.
Is this an audit or a valuation?
No. It's a sell-side readiness review of your earnings, not an audit, attest engagement, or certified valuation.