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.
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.
What's included
What a sell-side engagement covers
✓A buyer's-eye review of your financials before you go to market
✓Identification of the add-backs and adjustments likely to be challenged
✓Pre-sale EBITDA and SDE normalization to a defensible basis
✓Valuation review against comparable closed transactions
✓Customer concentration and revenue-quality assessment
✓Deal-structure and tax considerations for the sale
✓A clear picture of the questions a QoE team will ask
✓Guidance you can bring to your broker, attorney, and accountant
How it works
From current books to market-ready
01
Send your financials
Recent P&Ls, tax returns, and whatever you have. We work with what exists.
02
We review as a buyer would
We recast earnings to a defensible basis and flag the items a diligence team will question.
03
You get a readiness picture
A written view of where the value is, where the risks are, and what to address before going to market.
04
You go to market prepared
Fewer surprises in diligence, and a cleaner story for buyers, brokers, and their QoE teams.
Who it's for
Built for owners preparing an exit
Owners of businesses in the $500K to $10M range who are planning a sale in the next several months to a few years. If you want to understand what a buyer will find before they find it, and address it while you still hold the leverage, this is the engagement.
Questions
Common questions
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 provide financial and tax advisory analysis to inform the sale. Legal work and formal tax filings remain with your attorney and your accountant.
Thinking about an exit?
A confidential call is the fastest way to see how your business looks to a buyer.
Schedule a Confidential CallNexTax 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.