Most advisers describe it. Here it is.
Six documents, exactly as they arrive. Every business and every figure below is invented, so you can see the craft without anyone's numbers being on the internet.
What actually arrives.
Each one answers a question an owner has already asked out loud.
An opinion of value
The question it answers: “I’ve had an offer. Is it good?”
What the business is worth today, what it is worth prepared, and the handful of moves between the two. Three of the four usually cost nothing but sequence.
Sell your business · Special projects
A page from the monthly board pack
The question it answers: “Which location actually makes money?”
Profit by site and by service line, with the decision written underneath it. Not a report you file. A page you act on.
Plug-in finance
An information memorandum
The question it answers: “What does a buyer actually get sent?”
The cover and the section that does the heavy lifting: why the earnings repeat, evidenced contract by contract, rather than asserted.
Sell your business
An acquisition review
The question it answers: “They want $1.8m. Is that real?”
One page, before the money moves: is the cash flow durable, where is the risk, what is the downside.
Special projects
A three-year model, three scenarios
The question it answers: “What if I hire two more people?”
The hire, the site, the lease, the loan. Modelled before the money moves, kept current after it does.
Plug-in finance · Special projects
The cash view, on your phone
The question it answers: “Will I make payroll in March?”
Covered through a date, not a spreadsheet. Who owes you, what is overdue, and whether the tax is already set aside. Open it any day and trust the number.
Plug-in financeEvery document above uses an invented business and invented figures, labelled on the artefact itself. Your version is built on your own accounts.
Want one of these on your numbers?
The first one is free and built on your own accounts. If the answer is that you do not need me, you get that answer too.