For owners selling a business
A sale-readiness review finds what a buyer's lender will question, so you fix it before you list, not after an offer. Quoted to fit.
Every gap a buyer's lender finds becomes a price cut or a delay. Find them first.
Your reported revenue, tied to bank deposits month by month.
Each adjustment documented to the ledger, payroll and tax returns, so it holds up when a buyer checks it.
Where your P&L and filed returns differ, and which figure the lender will use.
Top customers and dependence on you, with the facts a buyer will ask for.
What the business needs to run, so the peg in the purchase agreement is fair.
Whether your asking price clears the lender's 1.25× test on past numbers.
Fixed fees, agreed in writing before you pay. No hourly billing.
Talk through the deal. No documents needed.
Scope and fee agreed before you pay.
Bank statements, general ledger and payroll records.
Counted from complete documents. An Excel workbook and a written memo you can share.
Not sure where to start?
Scoped and priced with you.
Buyers and their lenders re-test your earnings. Each gap they find becomes a price cut or a delay. Finding them first protects your price.
Before you list or talk to buyers. Some fixes, like missing records or books that don't match the tax returns, take time.
No. Buyers and lenders run their own checks. The review shows what they are likely to find.
It is quoted to fit after a short call. The fee depends on the size and complexity of the business and is agreed in writing before you pay.
Bank statements for two years and the trailing twelve months, the general ledger and payroll records. A data request list goes out on day one.
Only Sergei works on it, and he signs an NDA first. Files go to a private folder and are deleted 90 days after delivery.
Sergei replies personally within one business day. Prefer to talk? Book a free 30-minute call.