Launches & Transactions · Pricing
Business Sale Financial Readiness
Starting at$5,350one-time
What the price covers
1 business; 24 months of supplied clean financials; sale data-room schedules and 2 calls
What we do
- Organize the 24 months of clean supplied financials
- Prepare the sale data-room financial schedules
- Analyze trends and draft financial explanations
- Reconcile supporting evidence and assemble the readiness pack
- Review financial narrative and conduct the two calls
- Coordinate document ownership and data-room handoff
What you get
Financial readiness schedules, question log and organized data-room pack.
Not included
Brokerage, valuation, legal advice and assurance.
Every Step. All 20.
- 01Collect the clean monthly financial statements24-month source set · Senior accountant
- 02Confirm entity boundaries and covered periods24-month source set · Senior accountant
- 03Organize the financial records in a consistent folder structure24-month source set · Senior accountant
- 04Prepare the requested revenue and expense schedulesData-room schedules · Senior accountant
- 05Prepare balance-sheet and working-capital schedulesData-room schedules · Senior accountant
- 06Prepare the supplied debt and other agreed financial schedulesData-room schedules · Senior accountant
- 07Label each schedule with its source and periodData-room schedules · Senior accountant
- 08Compare monthly revenue, margin and expense trendsTrend analysis · Senior accountant
- 09Identify unusual or nonrecurring items supported by recordsTrend analysis · Senior accountant
- 10Draft explanations and questions for managementTrend analysis · Senior accountant
- 11Tie all schedules to the supplied clean financialsReadiness pack · Senior accountant
- 12Link supporting evidence to the data-room requestsReadiness pack · Senior accountant
- 13Check that files and periods are completeReadiness pack · Senior accountant
- 14Prepare the open-question and missing-record listReadiness pack · Senior accountant
- 15Review the proposed financial narrative2 review calls · CFO
- 16Lead the two review calls2 review calls · CFO
- 17Record approved explanations and remaining questions2 review calls · CFO
- 18Assign document ownership and access handoffsData-room coordination · Project lead
- 19Track final delivery of the agreed schedulesData-room coordination · Project lead
- 20Hand off the open-item registerData-room coordination · Project lead
More In Launches & Transactions
All 8 servicesTransition Project Management$3,075 one-time1 transition workplan; 4 weekly status meetings; up to 16 coordination hoursCustomer Communications & Remittance Cutover$750 one-timeUp to 50 customer notices; 1 approved message; up to 3 standard portalsVendor & Portal Cutover$1,250 one-time25 vendor account/portal updates; verification and change logBank & Card Account Setup Coordination$325 one-time1 bank; up to 2 accounts and 1 card program; approved signers