Valuation Prep & Documentation Review
A structured, owner‑friendly process that organizes your financials, narratives, and supporting documents so your business is easier to understand, value, and underwrite—whether for a BOV, buyer review, or lender conversation.
Make Your Business Easier to Understand
Most valuation delays and buyer concerns come from missing, inconsistent, or unclear documentation—not from the business itself. This service organizes your financials, normalizes earnings, and prepares the materials buyers and lenders expect, giving you a smoother, more confident valuation or review process.
What This Service Provides
A calm, structured review that ensures your financials and supporting documents are clear, consistent, and ready for valuation or buyer review.
- Organized financials and supporting documentation
- Normalized earnings (SDE or EBITDA) with clear add‑backs
- Identification of missing or inconsistent information
- Clear explanations of key value drivers
- A concise, buyer‑ready business summary
- A written list of recommended next steps
What We Review
The review is structured, practical, and aligned with how buyers and lenders evaluate small businesses.
1. Financial Statements
We review P&Ls, balance sheets, tax returns, and internal reports for clarity, consistency, and completeness.
2. Normalized Earnings
We identify add‑backs, adjustments, and owner‑specific expenses to calculate SDE or EBITDA accurately.
3. Supporting Documentation
We review payroll summaries, customer concentration, vendor lists, and operational details that influence value.
4. Operational Notes
We outline key processes, staffing, owner involvement, and transferability factors that buyers care about.
5. Business Summary
You receive a concise, buyer‑ready summary that supports valuation, buyer conversations, or lender review.
How the Process Works
A simple, predictable structure that keeps everything organized and easy to follow.
1. Document Intake
You provide financials and supporting documents in whatever format you have—no need to clean anything up first.
2. Review & Organization
I organize, review, and identify gaps, inconsistencies, and areas needing clarification.
3. Normalization & Notes
We walk through adjustments, add‑backs, and key value drivers together.
4. Summary & Recommendations
You receive a clear, written summary and a list of recommended next steps.
5. Optional Follow‑Up
If needed, we can prepare materials for a BOV, buyer conversations, or lender review.
Who This Is For
This service is ideal for owners preparing for valuation, buyer review, or internal planning.
- Owners preparing for a BOV or valuation
- Owners planning to sell in the next 6–24 months
- Owners who want to avoid surprises during buyer review
- Owners preparing for lender conversations
- Owners who want clarity before talking to brokers or buyers
Preparing for a Valuation?
A short, calm conversation can help you understand what’s needed and how to prepare with confidence.
Start a Conversation