You don’t decide what your business is worth — the buyer and the buyer’s lender do, from your numbers. This is how you show them the real number.
Most owners sell for too little — not because the business is weak, but because the tax return is built to hide earnings, the price was a hope instead of a multiple, or the deal died in diligence. The guide and the workbook with it are your CFO for the sale: recast your financials to true owner benefit, set a price a buyer can finance, survive the buyer’s quality-of-earnings review, and walk away with what the business is actually worth — after tax.
Recast to real owner benefit, price to a financeable multiple, build the data room and CIM, and see your after-tax net proceeds — the whole sell-side package on your own numbers.
If you’re the buyer, not the seller, the 7(a) Acquisition toolkit builds the loan package that gets the deal financed — the recast, the valuation, the coverage.
The workbook is a live Microsoft Excel (.xlsx) file — sixteen tabs that carry your numbers forward from recast to a one-page deal summary. The CIM and teaser are editable Microsoft Word (.docx) templates. The dynamic foundation you build your sale on — not a paper guide to read.
A prepared seller is a faster, cleaner close. Put your name on these tools and send your clients here — they come back recast, valued, and diligence-ready, and the relationship stays yours.
Co-brand the seller tools with your name →