Before you list, find out what an experienced buyer will uncover in diligence — so you can fix it, disclose it strategically, or price it into your negotiations.
Order Your Seller's Brief — $5,000Before you hand your financials to a broker or sit across the table from a buyer, know how your business will be read by someone whose job is to find the problems.
Know exactly what to fix — and in what order — to maximize your exit value before you list.
Understand your exposures and go to market without surprises.
Get an independent read on how your business will look to an experienced buyer.
Know what the diligence process will surface before it surfaces it.
A 10-page PDF covering everything a serious buyer's advisor will look at — before they look at it.
Financial presentation reviewHow your P&Ls, add-backs, and SDE/EBITDA will read to a buyer — and where the numbers will get challenged
Value driver assessmentWhat's actually driving your valuation, what's capping it, and where the biggest upside levers are
Buyer risk mapCustomer concentration, owner dependence, undocumented processes, key employee exposure — the issues buyers will raise in diligence
Market & valuation contextWhere your multiple likely lands based on comparable transactions, industry trends, and deal size
Pre-listing action planA prioritized list of what to fix, document, or clean up before listing — ranked by impact on valuation and deal probability
Presentation recommendationsHow to frame your business narrative so buyers understand the real story — not just the numbers
Independent research and analysis — not a formal business valuation, legal advice, or a broker opinion of value. It prepares you for the conversations with your CPA, attorney, and M&A advisor; it doesn't replace them.
The more complete your document set, the more actionable the assessment. Here's what to gather before you submit.
Enables full financial normalization, value driver ranking, complete risk mapping, and specific pre-listing action items with estimated valuation impact.
Delivers valuation context, financial presentation review, key risk flags, and a prioritized action list — with explicit notation of what additional documentation would sharpen the findings.
Simple intake, fast turnaround.
Tell us about your business and timeline, then upload your financial documents.
We review your financials, map your risk profile, and deliver your assessment in 5 business days.
A 10-page PDF in your inbox, with follow-up support by email or call.
Flat fee. Scoped to business size and document complexity.
Flat fee for businesses up to $5M annual revenue. For larger businesses, contact us for custom pricing. This report provides independent research and analysis to inform your sale preparation. It is not a substitute for legal, accounting, or licensed financial advice. All submitted materials are kept strictly confidential.
Most pre-sale advisors help you present the business you want buyers to see. Every Seller's Brief is built from 15 years of sitting on the other side.
Integration first, then deal evaluation. Every Seller's Brief is informed by what the buyer's team actually finds when they get access to the full picture — not what was in the CIM.