Organized binders of financial records on an office shelf
Seller Preparation & Coaching

Make Your Business Buyer-Ready

Buyers pay for clarity. We help you organize the records, fix the red flags and walk into negotiation knowing exactly what is coming.

Preparation Is Where Price Is Protected

Most value is lost in due diligence, when a buyer finds something the owner did not prepare for. We find it first, fix what can be fixed and frame what cannot.

  1. Financial clean-up

    Separate personal and business expenses, reconcile books to tax returns and document add-backs.

  2. Document room

    Leases, contracts, licenses, employee records and customer data organized before buyers ask.

  3. Owner dependence

    Delegate relationships and decisions so the business runs without you in the room.

  4. Diligence rehearsal

    Practice the hard questions buyers and lenders will ask, and prepare clean answers.

  5. Negotiation coaching

    Understand structure, earn-outs, seller financing and transition terms before they are on the table.

Organized binders of financial records on an office shelf

Keep the Pedal to the Metal

The most common way owners lose value is letting results slip while the business is for sale. Preparation done early means you can keep running and growing the company while we run the process.

Talk about preparation

Common Questions

Anywhere from a few weeks to a year, depending on the state of the records and how much value you want to build before listing.
Not necessarily. We work with your CPA, and refer one experienced in transactions if the deal needs it.
Revenue concentrated in a few customers, books that do not match tax returns, and a business that cannot run without the owner.

Find Out What Your Business Is Worth

A complimentary, confidential valuation consultation for owners anywhere from Richmond to Philadelphia. No obligation, and nobody else will know you asked.

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