Diligence-Ready Books Before You Sell
Most businesses fail broker vetting. Financials that do not tie are a leading reason.
Buyers and brokers verify your numbers against your bank records before a deal moves. We rebuild and reconcile your books so the financials survive diligence, on a fixed fee that is a rounding error against your multiple.
US-based · CPA-reviewed · Every account reconciled · Fixed-fee, quoted in writing
How it works
- 1You tell us where the books stand and when you want to go to market.
- 2We rebuild and reconcile every period a buyer will look at.
- 3A US-based CPA reviews and signs off on every year presented.
- 4You list with financials that tie to the bank, with documentation behind every number.
Start with a $499 diagnostic
We review your books the way a buyer's diligence team will, and send you a written findings report: what will not survive scrutiny, with dollar amounts, and a fixed quote to fix it. The $499 credits toward the work.
What you get back
Reconciled books for every year presented, revenue tied to deposits tied to source, documented add-backs, and a written log behind every categorization so diligence gets answers instead of shrugs. The sample pack is a monthly set of those statements. Diligence work includes them for every year a buyer will see.
- ✓Every account reconciles to the bank before anything is presented.
- ✓Add-backs documented, not asserted.
- ✓A licensed CPA signs off on every year a buyer sees.
For brokers and advisors
If you just told a seller "clean this up and come back," send them here. We do not broker, we do not advise on the deal, and we do not talk to buyers. We make the financials stop being the problem, and your listing comes back.
Planning to sell in the next year?
The best time to fix the books is before the buyer's clock starts. Tell us where they stand.