Exit planning

Your books are your valuation.

Get your business ready to sell long before a buyer starts asking questions, so the books hold up and the price holds with them.

Book a free exit readiness call

Confidential. We understand this is sensitive. No commitment.

The multiple effect

Buyers don't pay you for your profit.

They pay a multiple of your profit, and only the profit you can prove. Every dollar your records can't substantiate doesn't cost you a dollar at closing. It costs you that dollar times the multiple.

Illustration · 3.5× multiple
Add-backs disallowed in diligence50,000
Applied multiple× 3.5
Cost at closing175,000

Illustration only. Actual multiples vary by size, channel, growth rate, and market conditions.

When to start

Most owners begin six months out. That's roughly two years too late.

Time before listingWhat's still possible
24 monthsEverything. Clean up structure, separate personal spending, build a documented earnings history a buyer can't argue with
12 monthsMost things. A full clean year of defensible books, add-backs documented as they happen
6 monthsDamage control. Reconstruct what can be reconstructed
In diligenceExplain and concede
What kills valuations

Every one of these is fixable with lead time.

  • Personal expenses run through the business and undocumented. Buyers simply refuse them
  • Inventory and cost of goods sold that don't reconcile
  • Revenue that can't be traced back to platform settlements
  • Sales tax exposure nobody addressed
  • Unfiled or amended returns
Common questions
I'm not ready to sell yet. Is this premature?

The opposite. The earlier you start, the more of the valuation is still recoverable. If you're two years out, this is exactly the right time.

Are you a broker?

No. We handle the accounting and tax side of an exit. You'll want a broker and an attorney for the transaction itself, and we'll work alongside them.

What if I decide not to sell?

You'll have a cleaner, better-documented, more profitable business with numbers you can trust. Nothing here is wasted if the exit never happens.

What does it cost?

The exit readiness assessment is a fixed fee of $2,500, and includes a written gap analysis you can act on with or without us. Ongoing preparation runs alongside monthly bookkeeping from $900/month all in.