Type in four numbers (or connect QuickBooks) and you'll see what your business is worth, what a buyer would argue against, and a plain-English to-do list to get more money when you sell.
Connect QuickBooks, answer 7 questions, and see your buyer's-eye preview free. The full memo is $499.
Another trade? We're starting with HVAC, plumbing, and electrical. Tell us what you run.
Not what ChatGPT guesses. A range built from your actual QuickBooks numbers and what businesses like yours have recently sold for. You see it free, in minutes.
The things a buyer would point to when they want to pay you less — each with the exact question they'll ask, so you can have the answer ready before they do.
A buyer-grade write-up of what your business is really worth, every red flag ranked with its dollar impact, a 3–12 month plan to raise the price, and who would actually buy it. Every number traces back to your books.
A polished PDF to forward, an editable Word version, and a live Excel model with real formulas. A real work product — like a real advisory engagement, not a chat reply.
Read-only sign-in through Intuit. We ingest your transaction-level data — every revenue line, expense, vendor, and customer — and run the same EBITDA normalization a buyer's diligence team would. About 5 minutes.
Seven short questions on the things a buyer asks that QuickBooks can't answer — your role, your team, your top relationships. Not the basis of the analysis (your books are); just the context that lets the workup hold up in diligence. About 3 minutes.
Your buyer-readiness score, normalized EBITDA, value range, and top red flags — computed from your real transactions, not your survey answers. Instantly, no signup, no email.
The full QoE-style workup as PDF, Word, and a live Excel model. Then dig deeper in the interactive dashboard: ask the AI assistant follow-ups grounded in your books, record voice or video context that doesn't fit in numbers, and share a scoped view with a specific buyer or advisor.
An illustrative example — not a real customer. This is the kind of view you'll get from your own books: your buyer's range, what's working in your favor, and what's not.
Look at the sampleStart with the free preview. Pay once — $499 — only when you want the full memo. No subscription, ever.
You're connecting your QuickBooks and answering questions about your business. We take that seriously.
Your files are encrypted — the same kind of protection your bank uses. Nobody at our company can read them without a real reason, and every time it happens, you can see when and why.
Your information never trains anyone's AI. Not ours. Not anyone else's.
Nothing leaves your account unless you choose. We don't sell anything to brokers or buyers. When you let someone in, you decide what they see and for how long. You can cut them off anytime.
Delete your account whenever you want. We erase everything within 30 days — no "please call us to cancel," no hoops.
Sixty seconds. Four numbers. No signup. No email. Just a real answer.
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