Valuation Prep & Documentation Review
Organize your financials, narratives, and supporting documents so your business is easier to understand, value, and underwrite—before you talk to a broker, buyer, or lender.
Who this is for
You want a clear, organized picture of your business before anyone else looks at it. This is for owners who want to reduce surprises, speed up underwriting, and present a clean, credible story to buyers, brokers, or advisors.
- Owners preparing for valuation and wanting to avoid back-and-forth requests.
- Sellers who need clean, buyer-ready documentation before going to market.
- Operators who want clarity on what’s missing or inconsistent.
- Advisors who need organized materials to support CPA, attorney, or lender work.
What this service does
The goal is simple: make your business easier to understand and value. We organize your financials, documents, and narrative into a clean, consistent package that reduces friction and increases confidence for anyone reviewing your business.
Clarifies your story
We align your financials, operations, and narrative so they tell the same story—without gaps, contradictions, or missing context.
Organizes your documents
You get a structured, buyer-ready folder system with everything labeled, consistent, and easy to navigate.
Identifies gaps early
We flag missing documents, unclear numbers, and areas where buyers or lenders will ask questions.
How the process works
A calm, structured workflow that keeps you in control.
1. Initial conversation
We clarify your goals, timeline, and what you already have in place. You’ll know exactly what we’ll review and what you’ll receive.
2. Document intake
You share your financials, tax returns, operational documents, and any materials you’ve already prepared. Everything stays confidential and owner-controlled.
3. Review & organization
I organize your materials into a clean, consistent structure and identify gaps, risks, inconsistencies, and missing context.
4. Written findings
You receive a clear summary of what’s strong, what’s unclear, and what needs attention before valuation or underwriting.
5. Recommendations
Practical next steps you can take on your own or with your CPA, attorney, or other advisors.
What you leave with
Everything is written, organized, and easy to use—whether you’re preparing for a valuation, talking to a broker, or sharing materials with your CPA or attorney.
- Clean, buyer-ready document folder structure
- Checklist of missing or incomplete items
- Notes for your CPA, attorney, or lender
- Summary of risks, strengths, and inconsistencies
- Clear next-step recommendations
Pricing
This is a fixed-scope, fixed-fee engagement. You’ll know the full cost before we begin, with no upsells or long-term commitments.
Starting at $750
Pricing varies based on document volume and complexity.
Related services
These services pair naturally with valuation prep.
Start with a short conversation
If you want a clearer, more organized picture of your business before valuation or underwriting, we can start with a brief, no-pressure call.
I’ll respond personally. No mailing lists, no automated follow-up.