Brokers and M&A advisors
A third-party reading of the business before the listing, the findings a buyer’s analyst will raise while there’s time to fix them, and a paid way to prepare clients who aren’t ready yet.
A third-party reading before the listing
A seller’s expectation and what the cash flow can carry are often far apart, and you don’t want to be the one arguing it. The report prints what a lender’s coverage test allows and what a sponsor’s hurdle allows, on the business’s own forecast, so the conversation is about inputs, not opinions.
Above the lender’s ceiling, the price comes from a platform consolidator, a strategic buyer, or seller financing. The report says which, and why.
Fewer deals dying in diligence
Deals die over things that could have been fixed: an expired filing, churn with no recorded reason, contracts that need consent to assign. The report runs the gates first and lists what a buyer’s analyst will find, with the effect of each on the value, while there’s still time to fix it.
Tap a finding to see what settles it.
R&D at 3.5% of revenue against an 8–16% band for platform owners −$846k
What settles it. A platform roadmap with three years of releases and the engineering hiring plan.
A second management layer without signed agreements −$622k
What settles it. Employment and non-solicit agreements, and a retention plan.
Owner pay $60k above the market rate, not yet benchmarked −$426k
What settles it. A third-party pay benchmark for the role.
$212k of deferred revenue −$212k
What settles it. Agree the working-capital definition before the letter of intent.
25% of lost customers left with no recorded reason −$184k
What settles it. A reason code on every disconnect from the next billing cycle.
Each effect is one rerun of the engine with that finding read the buyer’s way. They overlap, so they don’t add.
A paid way to prepare the ones who aren’t ready
Not every prospect is ready to list. The 90-day plan and the 12–36 month objectives give you an engagement for the eighteen months before they are, with a yearly rerun that shows what the preparation was worth.
- RunThe value, the gates and the findings.
- PrepareThe 90 days, then the objectives that matter to the buyers they’ll face.
- RerunA year later, the bridge shows what the work added.
- ListWith the evidence a buyer’s analyst asks for, already in the data room.
See it on a real report, or see it on yours.Download a sample reportSchedule demo