We help your clients get sale-ready.
01 · What we do
We save you time preparing your clients
- Three years of financials recast, with every add-back documented
- Customer concentration and revenue-quality analysis
- A draft information memo you can make your own
- An organized data room, ready for a buyer’s checks
- A realistic conversation about price, before you have to have it
02 · What we don’t do
We are not brokers
- We don’t list businesses
- We don’t find or talk to buyers
- We don’t negotiate
- We don’t take success fees or any share of your commission
The owner pays us a fixed fee for the preparation. When the work is done, the client comes back to you.
03 · How referrals work
One email to start
-
01
Introduce us
Send a short email to us and the owner. That’s all we need.
-
02
We assess
The owner takes the free readiness score and has a free 45-minute review with us. If they aren’t a fit, we tell you both.
-
03
We prepare, you stay informed
Preparation is a four-week program. We keep you posted throughout, and hand back a business you can take to market.
- Day one
- Week 1
- Week 2
- Week 3
- Week 4
Introduce a seller
Tell us about the seller, without naming them if you prefer.
The owner pays a fixed fee, from $5,000.What the owner gets