Make your business “sell ready”

Clean Up Your Books

Buyers pay more (and close faster) when numbers are clear

  • Move your books to the cloud (QuickBooks Online)
  • Fix misclassified or missing transactions
  • Reconcile the balance sheet & P&L
  • Historic financials clean up
  • Convert from cash to accrual (if needed)

Determine your business value

Buyers pay more (and close faster) when numbers are clear

  • Recast financials to highlight true earnings
  • Determine “Seller’s Discretionary Earnings” or SDE
  • Classify personal or one-time expenses properly
  • Document the “add backs” to net income
  • Organize historical financials for buyer review

Plan for Taxes Before It's Too Late

Don’t wait until the deal is done to find out what you owe.

  • Asset vs. Stock sale analysis
  • Installment sale planning
  • State Tax planning
  • Transaction year tax return preparation

🚀Why Sellers Choose Us🚀

✅ Built for Sub-$5M Deals

  • We speak your language — no bloated reports, just clear analysis and tax-smart advice.

✅ CPA-Led and Acquisition-Savvy

  • You’re working with a CPA who’s closed deals, not just read about them.

✅ Niche-Focused

  • We specialize in small business owners who go through a major transaction

✅ Transparent Pricing

  • No surprises. Flat-fee seller advisory and compliance engagements

Pricing

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Sell-side advisory work can ensure you get the maximum sale price, and pay the minimum taxes. Engagements are tailored to your needs, but typically start at $10,000

Let’s Get You a Quote