Frequently asked

Questions, answered honestly.

The questions we get most often, in one place. For questions about a specific trade, look at the industry pages.

What you get

What's in the free preview?
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.
What's in the $499 memo?
Everything in the preview, in full: a documented add-back defense with every personal expense 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; every red flag ranked with its estimated dollar impact; a prioritized 3–12 month plan to raise the price before you sell; and a buyer landscape showing which platform acquirers, search funds, and strategics would actually buy a business your size and how each tends to structure the deal.
What file formats does the memo come in?
Three: a polished PDF you can forward; 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 you keep ongoing access to the interactive dashboard.

How it works

How long does it take?
The free preview is instant once your QuickBooks is connected. The full $499 memo is delivered within 24–48 hours.
Is this a Quality of Earnings report?
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, tax exposure review, and a working-capital peg we don't include. What we do build is the core QoE workup: normalized EBITDA with every add-back documented to the transaction, 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.
Is the memo a static PDF, or can I dig deeper after it's delivered?
Both. You get the PDF 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.

Data & privacy

Is my financial data safe?
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 brokers or buyers. You can disconnect QuickBooks and delete everything at any time, and the deletion is real (revoked tokens, removed extracted data, purged memo artifacts).
Do I need QuickBooks Online to use this?
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.
Who at offers.ai can see my data?
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 with brokers, buyers, or third parties of any kind.

Pricing

How much does it cost?
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: PDF, editable Word, and the live Excel model.
Can I see what I'm buying before I pay?
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 /showcase shows the full interactive experience using illustrative data, so you can see exactly what the paid memo looks like end-to-end.

Industries

What industries do you cover?
Seven verticals at launch: HVAC, plumbing, electrical, roofing, landscaping, auto repair, and pest control. 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.
My industry isn't listed — what should I do?
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.
I'm a few years from selling. Is it still worth doing now?
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.

After purchase

Can I share this with a specific buyer or advisor?
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). 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.
Can I record context for a buyer that doesn't fit in the books?
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.
What if I have questions after the memo is delivered?
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.

Trade-specific questions?

Each industry page covers the unique buyer attacks, value drivers, and edge cases for that trade — plus a few questions specific to it.

Ready to see your number?

Free preview. No signup. About 60 seconds.

Start your diagnostic