Sell-Side Deal Preparation
Go to market with numbers that survive diligence.
Most value is lost in diligence, not in the offer. We prepare the financial side of your sale before buyers arrive: clean books, defended add-backs, a working capital peg you can support and a data room that answers questions before they are asked.
Who it is for
Built for the decision in front of you.
- Owners selling in the next 24 monthsStart early enough to fix what a buyer would find.
- Business brokers and M&A advisorsFinancial support that keeps your listing moving to close.
- Exit plannersThe financial workstream inside a broader exit plan.
What is included
Scope
Cash to accrual where needed, reconciled and closed monthly.
Every adjustment tied to a document a buyer can test.
A defensible target set before the letter of intent.
What the buyer can pay given SBA debt service coverage and current rates.
Organized, indexed and reviewed before a buyer sees it.
We sit beside you through the buyer’s QoE and questions.
Deliverables
What you receive
Timeline: 6 to 12 weeks, then on call through close.
- Readiness assessmentWhat a buyer will find, ranked by value at risk.
- Seller financial packageAdjusted financials, add-back schedule and peg memo.
- Indexed data roomReady for the first buyer request list.
Questions
Frequently asked
How early should I start?
Twelve to twenty four months before a sale is ideal. That allows at least one clean year of accrual financials and time to address customer concentration or margin issues.
What is a working capital peg?
It is the normal level of working capital the buyer expects to be delivered at close. If actual working capital is below the peg, the price usually goes down dollar for dollar. Setting it early protects the seller.
How do SBA lenders size debt on my deal?
Lenders look at debt service coverage, generally wanting adjusted cash flow comfortably above annual debt payments. Higher rates reduce what a buyer can borrow, which affects price. We model this before you set expectations.
Related services
Accounting and Bookkeeping
Books, monthly close and reporting that management, lenders and buyers can rely on, on the platforms you already use.
Business and Individual Tax
Individual and business returns, planning, notices and representation across entity types and all 50 states.
CFO Advisory
Senior financial leadership without a full-time seat: forecasting, cash flow, KPIs and board and lender reporting.
Next step
Talk with an advisor about Sell-Side Deal Preparation.
Thirty minutes, no obligation. You will leave with a clear view of scope, timing and fee.
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