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An unsolicited letter is a request for information. The disclosure ladder that decides which numbers leave the building, and what each one costs.

Buyers do not read your documents one at a time, they read them against each other. The ten tie-outs that fail most often, and how to pass each one.

The numbers that win an LOI are management-prepared estimates. The numbers that hold to signing are evidence. Here is what changes between the two.

Reconciling your field service platform to your general ledger is what makes an HVAC or plumbing company's books ready for a buyer to underwrite.

A compilation, review, audit, and quality of earnings review test different things but pull from the same records. What each one demands of your books.

The financial workstream sits on the critical path of a business sale. The five accounting gaps that add months, and the countdown for fixing each one.

Your general ledger does not know what your contracts say. Six gaps between signed agreements and accounting records, and how to close them before a sale.

Owners build the add-back list that raises earnings. Buyers build both. The eight downward adjustments a quality of earnings team makes, largest first.

A CIM is mostly a finance document. The eight exhibits that come straight out of your books, ranked by how long each takes to produce from scratch.

Seven reports to keep running between the LOI and closing, ordered by how fast a gap shows up to the buyer, so the numbers you sold on still hold.

Key person risk quietly lowers what your business is worth. What it costs, why the finance function is usually the weak point, and how to reduce it.

Nine numbers a buyer will ask for during a sale, ordered by how hard each is to reconstruct after the fact, and what your reporting needs to produce them.