Tools and Resources for Purchase
Description: M&A Readiness Score
M&A is hard. Let's simplify at least some of it. I created an online checklist that takes 5 minutes to give you a quick idea of what you could work on to position your business for sale. I built this upon some standard foundations of business valuation that buyers, advisors, and brokers use to apply business risk and discounts to a prospective seller. It is incredibly simple on purpose.
Price: $35
Description: Revenue Risk Assessment Tool
Revenue diversification is a key factor in valuation development. A "discount rate" is established using a variety of risk factors associated to the business. Knowing your overall revenue and portfolio diversity is helpful - either an area of strength or an area of weakness to correct or mitigate. Use this simple tool to see how your revenue is broke out by customer base.
Price: $15
Description: Valuation Estimator Tool
Business Valuation Estimator — Know Your Number Before You Negotiate
Most small business owners enter exit conversations without any idea what their business is actually worth. That puts every negotiation at a disadvantage before it starts.
A formal business valuation from a NACVA-certified appraiser typically costs $5,000–$15,000 and takes weeks to complete. This tool gives you a directional answer in under three minutes — so you can plan, prepare, and enter conversations with confidence.
Important: This tool produces an indicative estimate, not a certified appraisal. If you need a valuation for legal purposes, an SBA loan, partner buyout, estate planning, or formal sale process, you should engage a qualified NACVA-certified valuator or M&A advisor. This tool is a starting point — not a finish line.
Price: $60
Description: Working Capital Estimator Tool
Working Capital Calculator for M&A Preparation — Know What Buyers Already Know
What you get:
Your current NWC calculated on a cash-free, debt-free basis — the correct M&A framework
A trailing average peg estimate based on your historical data
Your closing adjustment risk in dollars — the number that will be in your purchase agreement
Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) — the ratios a Quality of Earnings team will scrutinize
Diligence flags identifying patterns buyers will challenge: stretched payables, slow AR collections, deferred revenue, and more
Specific actions to improve your position before going to market
This tool will not replace your M&A counsel or your financial advisor. What it will do is make sure you walk into every conversation knowing exactly what the other side of the table already knows.
Price: $40
Description: ExitMax - Optimization Tool
The most powerful tool in the set. This tool takes your business as it stands today, applies a full three-method valuation — income approach, market approach, and asset approach — and then projects forward to show precisely what your business must look like in 12, 24, and 36 months to achieve the highest possible sale price.
Important: ExitMax™ produces indicative estimates based on your inputs and market assumptions. It is not a certified business appraisal. If you need a formal valuation for legal, tax, or transactional purposes, engage a NACVA-certified valuator. This tool is designed to inform your preparation — not replace your advisor.
Price: $150