Exit Prep Package
If you want a maximum multiple, you need to look perfect.
We build the complete package so buyers see your business at its absolute best — and you keep full control of your price.
- ◆Blind Teaser — a confidential, no-name one-pager we shop to our 2,300+ investors without exposing your identity
- ◆Confidential Information Memorandum (CIM) — the full buyer-facing book that presents your business at its best
- ◆Financial Reconstruction & Add-Back Playbook — we rebuild your trailing-12-month P&L into a defensible Adjusted EBITDA and SDE
- ◆Independent Valuation Analysis — a defensible low / base / high range with buyer-type analysis and market comps
- ◆Buyer-ready data room — three years of financials, tax returns, and org chart organized for diligence
- ◆Living buyer-interview FAQ — a Q&A that grows with real buyer questions as interest comes in
- ◆Two free refreshes — as your numbers move, we update the package
Whether you sell with us or someone else, you walk away completely exit-ready.