The Process
From quiet consideration to buyer-ready.
A private, advisor-grade preparation process — five guided steps, finished in a single afternoon.
The five steps
Scroll the journey. Each step is short, structured, and yours to keep.
Step 01
~5 min
Define the business
We capture the operating reality — industry, financials, owner involvement, customer base — through a guided, private intake.
Guided intakeNo login requiredAuto-savedStep 02
Instant
Establish the value range
A defensible low–mid–high estimate built on industry-appropriate multiples, owner earnings, and qualitative adjustments.
Industry multiplesSDE-basedReadiness scoreStep 03
~3 min
Write the listing language
Buyer-facing copy: headline, summary, growth narrative, confidentiality language, and asking-price positioning.
Headline + summaryConfidentialityAsking-price framingStep 04
1 click
Assemble the seller package
Export a complete, organized package — valuation, listing draft, financial summary, and preparation checklist.
PDF exportCSV financialsBuyer Q&A prepStep 05
Ongoing
Refine before going to market
Platform-generated refinement polishes positioning, tightens financial framing, and prepares responses to common buyer questions.
Positioning polishQ&A bankMarketplace-ready
5
Guided steps
<15 min
To a draft package
$500K–$2M
Right-sized for Main Street
100%
Private — never shared
Begin privately
Know your number before anyone else does.
No login. No commitment to list. Your information is used only to prepare your estimate — never shared, never sold.