Capital Desk
Get ready for a buyer or lender before you go to market, so the business is priced on what it’s worth.
Price
From $1,000
Snapshot $1,000, Strengthen $3,500
Timing
Snapshot in 5 business days
Best for
Owners looking to sell, buy or raise debt, whether now or in the next few years
What changes for you
01
See what they will see
The Snapshot shows the business the way a buyer or lender would, in 5 business days.
02
Fix the gaps first
Strengthen recasts your P&L, documents the add-backs and builds the forecast they will test.
03
Walk in prepared
We rehearse the hard questions with you before you sit across the table.
When you borrow, sell or buy, the lender or buyer prices the deal off your numbers. Deal Readiness gets those numbers ready first, so you know what they will find and can fix it before they ask.
Three tracks
Borrow: a new loan, a refinance or a line renewal
Sell: an exit or recapitalization, now or in the next 12 to 36 months
Acquire: buying a business
Snapshot
$1,000 fixed fee, delivered in 5 business days.
How the business looks to a buyer or lender
Revenue and margins against your industry
Debt capacity, and what an SBA-backed buyer could pay
An indicative value range, for discussion only
The value gap in dollars, and the questions buyers and lenders will ask
If you go ahead, the $1,000 comes off Strengthen or Strike within 6 months.
Strengthen
$3,500 fixed fee, delivered in 15 to 20 business days.
Recast P&L with documented add-backs and an evidence binder
Working capital review, 13-week cash and a 24-month forecast
A track module: a lender package, a sale pack, or an LOI model and loan package
A 60-minute rehearsal of the buyer’s hard questions
Lender questions answered free until the credit decision
If you plan to sell in 12 to 36 months, moving onto Oversight after Strengthen lets you build value before going to market.
Indicative value ranges are for discussion only and are not valuation opinions. SBA-financed deals are priced within SBA fee limits.
Interested in this service?
Tell us where the business is and where you want it to go. We’ll suggest the right tier, or tell you if we’re not the right fit.
Other services
Bookkeeping
Books closed and reconciled every month, so you stop doing them at night and always know where you stand.
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Fractional Finance
Controller-level reporting, forecasting and planning, with a monthly review of the numbers.
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Transaction Support
Someone on your side from signed terms through to close, on a loan, a sale or an acquisition, so you get the best terms on offer.
Read more →