Questions, answered honestly.

Your buyer-readiness score, a normalized profit number computed from your real QuickBooks transactions, a real value range built from recent transactions in your trade, and the top issues a buyer would push back on. No signup or email required — you connect QuickBooks, the preview renders on screen, and you can walk away with it.

Everything in the free preview, in full, plus:

• A documented add-back defense — every personal expense, family wage, and one-time item traceable to the underlying QuickBooks transaction
• A quality-of-earnings-style workup of the issues a buyer's diligence team will raise (concentration, owner-dependence, recurring-revenue mix, capex coverage)
• A working-capital peg with multiple views a buyer's analyst will run — trailing-12 average, seasonally-adjusted, peak-to-trough — so you know what a buyer's likely target is before they propose one
• Every red flag ranked with its estimated dollar impact on your price
• A prioritized 3–12 month plan to raise the price before you sell, each move sized against your real numbers
• A buyer landscape — which platform acquirers, search funds, and strategics would actually buy a business your size, and how each tends to structure the deal
• A live AI assistant grounded in your specific books AND the market comps — ask follow-ups in plain English ("which customers carry the most risk?", "how does my margin compare to the benchmark?", "what would my range look like if I converted 20% of revenue to recurring?") and get real answers from your own data, not generic ChatGPT

Three documents, yours to keep forever: a PowerPoint diligence deck you can walk a buyer or advisor through; an editable Word version so you can adapt the story as your business changes; and a live Excel model with the EBITDA bridge, add-back schedule, working-capital schedule, and financeability check as real working formulas you can flex. Plus 12 months of access to the interactive dashboard with the AI assistant and scoped share links — see “How long do I have access to the dashboard?” below for details.

The free preview is instant once your QuickBooks is connected. The full $499 memo is delivered within 24–48 hours.

Think of it as a light Quality of Earnings report. A formal QoE from a CPA firm runs $25,000–$75,000 and adds proof-of-cash testing and tax-exposure review we don't include. What we do build is the core QoE workup: normalized EBITDA with every add-back documented to the transaction, a working-capital peg with the multiple views a buyer's analyst runs (trailing-12 average, seasonally-adjusted, peak-to-trough), the buyer-side issues a diligence team will raise (concentration, owner-dependence, recurring-revenue mix, capex coverage), and a defensible value range tied to recent transactions in your trade. The same questions your buyer's QoE team will ask, answered from your own books — at the price that makes sense before you've signed an LOI.

Both. You get the deck, Word, and Excel for forwarding, but the live version is an interactive dashboard where every finding drills down to the underlying QuickBooks transactions. You can ask the built-in AI assistant follow-up questions in plain English — it answers from your specific books, not generic ChatGPT. If the memo says 'customer concentration is your biggest discount risk,' you can ask 'which customers, what would happen if we lost the top one, and what would it take to diversify' and get a real answer grounded in your data.

Yes. We connect to QuickBooks read-only — every call we make is a read, never a write. Your data is encrypted, never used to train AI, and never shared with a buyer or broker unless you choose to share it. You have complete control.

When you do want to share, you build scoped share links that show specific buyers or advisors only the parts of your memo you want them to see (verified financials, customer mix, your add-back defense — anything you mark as hidden stays hidden). Buyers verify by email before they can open the link, and you see every time they open it, every question they ask the assistant, and every download.

You can disconnect QuickBooks and delete everything at any time, and the deletion is real (revoked tokens, removed extracted data, purged memo artifacts).

Yes, at launch. We connect to QuickBooks Online read-only to build the analysis from your actual transactions — that's what makes it buyer-grade instead of a guess from a few survey numbers. If you're on QuickBooks Desktop, the cleanest path is exporting to QBO before running the diagnostic; we're working on direct support.

Nobody, by default. The analysis pipeline is automated. Engineers can audit-log into encrypted data when there's a real reason (resolving a support ticket you've opened, investigating an error you've reported), and every access leaves an entry you can see. We never share QuickBooks data with brokers, bankers, or third parties of any kind unless you specifically request it.

The free preview is free — no signup, no email. The full memo is $499, one-time. No subscription, no upsells, no per-seat pricing. You own the deliverables: a PowerPoint deck, editable Word, and the live Excel model.

Yes — two ways. The free preview shows your real numbers from your actual books (you'll see the readiness score, the value range, and the top buyer-side issues before any payment). And the sample dashboard at /dashboard-preview shows the full interactive experience using illustrative data, so you can see exactly what the paid memo looks like end-to-end.

58 verticals at launch: HVAC, plumbing, electrical, roofing, landscaping, auto repair, pest control, janitorial, retail bakeries, painting, garage door, tree service, fencing, gutter, pool service, pressure washing, concrete, septic and portable sanitation, appliance repair, restoration, masonry, flooring, irrigation, locksmith, drywall, paving, window cleaning, deck building, excavation, chimney sweep, fire protection, insulation, glass & glazing, waterproofing, water treatment, epoxy flooring, well drilling, snow and ice management, tile and stone, cabinetry and millwork, low-voltage and structured cabling, siding, solar installation, home inspection, mold remediation, stucco and EIFS, demolition, signs and awnings, air duct cleaning, commercial refrigeration, standby generator, window replacement, pool construction, dumpster rental, countertop fabrication, dental practice, veterinary practice, and car wash. Each is research-depth-matched — vertical-specific buyer attacks, value drivers, named consolidators, jargon, and benchmarks. We're rolling out additional trades and would rather ship a deep page for each than a shallow one for many.

Tell us what you run (hello@offers.ai) and we'll add you to the waitlist for that vertical. We prioritize industries by waitlist size — the more requests for plumbing-adjacent trades (well drilling, septic, irrigation) or franchise verticals (restoration, cleaning, fitness), the sooner we cut the research and ship a dedicated landing.

That's the best time to run it. The issues buyers discount — owner dependence, thin recurring revenue, customer concentration, missing management layer — take 6 to 24 months to fix. Seeing them now is what lets you go to market once, from strength, instead of discovering them mid-diligence after you've already engaged a buyer.

Yes — on your terms. You build a scoped share link that controls exactly what each buyer sees. Hide sections that aren't ready (the to-do list, internal red flags); include the ones you want them to focus on (verified financials, customer mix, market positioning). The whole view carries your company's logo and a neutral, third-person description of the business, so it reads as yours — not a tool's. Buyers verify by email before they can open it, and you see every time they open it, every question they ask the assistant, and every download — so you know who's seriously interested.

Yes. You can record short voice notes or video clips and attach them to specific findings — 'here's why this customer's revenue dropped last quarter' or 'this expense looks unusual but it was a one-time legal settlement.' Buyers see the clips alongside the underlying numbers in the scoped share. It's the closest thing to a working meeting without scheduling one.

Your PowerPoint, Word, and Excel files are yours to keep forever — download them and they'll still open years later. The interactive dashboard (with the AI assistant, scoped share links, drill-downs to underlying transactions) is live for 12 months from purchase, and during that window everything is unlimited — ask the AI assistant about your numbers as much as you want, re-pull and re-sync your QuickBooks any time, and regenerate the full analysis whenever your numbers move (after a strong quarter, after a customer change, or right before you start talking to a buyer).

After the 12 months, the dashboard converts to a read-only archive — you can still see the analysis as it was, but the AI assistant and refresh are paused. If you want to reactivate, $199 buys you another 12 months of live access plus a fresh analysis from your current books. There's no auto-renewal — you choose if and when.

The interactive dashboard has a built-in AI assistant grounded in your specific books — most follow-up questions get answered there in seconds. For anything beyond that (the memo missed something, a number looks off, you need help interpreting a finding), reach hello@offers.ai and we'll respond.

No — and any tool that says otherwise is overselling. The analysis is built from your real QuickBooks data and recent transaction comparables in your trade, and we stand behind the methodology. But the actual price a specific buyer pays depends on the buyer's strategy, financing, deal structure, market conditions, and many other variables outside our data. We give you a defensible range and the levers that move it; the buyer at the table writes the check. See our Terms of Service for the full disclaimers — including that we're not a broker, this isn't financial advice, and valuations are estimates.