For Owners & Sellers

Sell-side valuation and exit readiness.

Buyers underwrite your business the moment they get your financials. The time to see what they will find is before you go to market, not during diligence. We review your numbers the way a buyer's team will, so the surprises surface on your side of the table first.

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A small business storefront listed for sale

The problem

Diligence is where unprepared exits lose value

Most owners go to market with financials built for taxes, not for sale. When a buyer's quality-of-earnings team recasts the numbers, soft add-backs get stripped, concentration risk gets priced in, and the value gap opens up mid-deal, exactly when leverage is hardest to hold. Preparing early lets you find and address those items before they become a buyer's negotiating point.

Where are you in your exit?

Financial preparation for each stage of a sale

Selling a business is not one financial exercise. The work an owner needs several years before a sale is different from the work required before going to market or when responding to buyer diligence. We match the scope to where you are in the exit process and to the financial issues that could affect value, negotiation, or closing.

Thinking about selling

Exit Readiness Review

If a buyer looked at my business today, what would they find, and what should I address before a sale?

Best for

Owners considering a sale in the next several months to several years who want to see what a buyer will see before going to market.

What we analyze

Historical financials, SDE and EBITDA normalization, add-backs and adjustments, revenue quality, customer concentration, owner dependence, working-capital patterns, accounting-quality observations, and the other financial issues likely to surface in buyer diligence.

What you get

A buyer's-eye assessment of the business as it stands today, an indicative valuation range informed by relevant transaction evidence, and a prioritized roadmap for improving financial readiness and reducing diligence risk before a sale.

See the exit readiness review →

Preparing to go to market

Financial & QoE Readiness

Are my financials and normalized earnings ready for a buyer's Quality of Earnings process?

Best for

Owners preparing to go to market whose accounting, earnings presentation, and financial records need to withstand buyer diligence.

What we analyze

Quality and consistency of historical financial reporting; cash-to-accrual and other accounting issues where relevant; revenue and expense classification; normalization adjustments and support for material add-backs; trend and margin consistency; balance-sheet and working-capital observations; and the reconciliation or accounting questions a buyer's QoE team is likely to raise.

What you get

A clearer and more defensible financial story, the accounting and diligence issues identified, support for normalized earnings, and a prioritized list of items to address before a buyer or the buyer's QoE team begins testing the numbers.

Approaching a transaction

Valuation & Transaction Readiness

What is my business likely worth, and how could the structure of the transaction affect what I actually receive?

Best for

Owners approaching a sale who want to understand likely value, buyer economics, and the financial and tax implications of transaction structure.

What we analyze

Normalized SDE or EBITDA, relevant closed-transaction evidence where appropriate, the resulting valuation range, the financial factors that influence what a buyer can support, working-capital expectations, asset-versus-stock considerations, tax structure, and transaction scenarios where relevant.

What you get

A defensible financial view of value and transaction considerations you can use when evaluating broker guidance, buyer indications, LOIs, transaction structures, and potential sale outcomes.

Structure questions run through tax and transaction structuring →

Each scope is financial and tax advisory analysis. NexTax Advisory does not perform audit, review, or other attestation engagements, provide legal services, or issue certified appraisals.

Not sure where to start?

Send us your recent financials and tell us where you are in the exit process. We will help identify whether the immediate priority is exit readiness, financial and QoE preparation, valuation, transaction structuring, or a combination.

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How it works

From current financials to transaction-ready

Tell us where you are in the exit

Whether you are considering a sale several years out, preparing to hire a broker, or already approaching market determines the appropriate scope.

We identify the right readiness work

We determine whether the immediate priority is financial cleanup and QoE readiness, earnings normalization, valuation, transaction structuring, or a combination.

We analyze the business through a buyer's lens

We identify the financial issues that could affect sustainable earnings, valuation, financing, diligence, negotiation, or transaction structure before a buyer uses them as leverage.

You address the issues while you still have leverage

You receive prioritized findings and recommendations to work through with NexTax and your existing accountant, attorney, broker, or M&A advisor, before or during the sale process.

Who it's for

Built for owners preparing for a transaction

Owners of privately held businesses in the $500K to $10M range who are considering a sale in the next several months to several years. Whether you need to clean up the financials, understand normalized earnings, establish a defensible valuation range, prepare for buyer diligence, or evaluate the tax and financial implications of a transaction, we match the scope to where you are in the exit process.

Relevant specialties: DTC & e-commerce M&A Recurring-revenue & SaaS valuation

Questions

Common questions

Do I need an Exit Readiness Review, Financial & QoE Readiness, or Valuation & Transaction Readiness?

It depends on where you are in the sale process and what needs to be resolved first. Owners earlier in the process typically begin with an Exit Readiness Review to understand what a buyer is likely to find. Owners preparing to go to market often need deeper financial and QoE readiness work, particularly where accounting, add-backs, or normalized earnings need support. Owners closer to a transaction may need valuation and structuring analysis. We recommend the appropriate scope after reviewing where you are in the process and the financial information you have.

My books aren't ready for a sale. Can you help?

Yes. Financial readiness can include identifying the accounting, classification, reconciliation, cash-to-accrual, and earnings-normalization issues that would affect buyer diligence, and determining what should be addressed before going to market. Where bookkeeping, tax-return preparation, audit, review, or other accounting services are needed outside our engagement, we coordinate with your existing providers or recommend the appropriate one.

Do you broker the sale?

No. We prepare you and your financials for a sale. Working with a broker or M&A advisor to run the process is complementary, and we coordinate with whoever you engage.

Is this a formal valuation?

It is a valuation review against comparable closed transactions to give you a defensible range, not a certified appraisal. When a formal valuation is required, we can point you to the right provider.

How early should I start?

Earlier is better. Addressing add-back and concentration issues takes time, and some improvements only count if they are in place for a full period before a buyer looks.

Do you handle the legal and tax filing work?

We analyze the transaction tax and deal-structure implications of a sale as part of the engagement. Legal drafting remains with your attorney, and tax-return preparation and filings remain with your tax preparer or accountant unless separately engaged.

Thinking about an exit?

A confidential call is the fastest way to see how your business looks to a buyer.

Schedule a Confidential Call

NexTax Advisory provides financial and tax advisory services. It does not provide legal services or formal audit or attest engagements. Analysis is intended to inform your decisions alongside your attorney, lender, and independent quality-of-earnings provider, not to replace them.