Unlock Your Business’s True Value
Only $999
98% of business owners don’t know their company’s worth.
Don’t gamble with your largest asset.
SELLING? Don’t get lowballed. Extract every dollar you’ve earned.
Our platform delivers accurate, real-time valuations in 7 steps, powered by 30+ million pre-valued businesses and live market comparables. Benchmark against real transactions, spot oppurtunities, and build a roadmap to boost value-all for less than your monthly kombucha budget.
With 90% customer retention, we’re trusted by savvy owners who refuse to fly blind.
Know your worth. Control your future.
ADD CONSULTING
For Investors Who Refuse to Gamble
6 Hours with a
Transaction Advisor
$2999
Why Add Buy Side Consulting?
- Avoid Costly Mistakes:
Get a second pair of eyes on financials, terms, and red flags. - Unlock Hidden Value:
Advisor’s spot upside - Negotiation Firepower:
Learn exactly what to say (and avoid) when making offers. - Speed up Decisions:
Stop overthinking–get a clear “go/no-go” verdict in hours, not weeks.
6 Hours with a
Exit Planning Advisor
$2999
Why Add Exit Consulting?
- Dodge Costly Tax Bombs:
Restructure your exit to legally slash capital gains - Fix Hidden Risks Buyers Would Weaponize:
Unenforceable non-competes, undocumented processes, or pending lawsuits. - Avoid Leaving Millions on the Table:
Exit Advisors spot value leaks buyers exploit
6 Hours with a
CFO
$2999
Why Add CFO Consulting?
- Scale Without the Financial Chaos:
Build scalable finance tools that fuel growth, not frustration. - Profit-Driven Revenue Optimization:
Streamline revenue ops, cut waste, and drive data-driven growth. - Leadership-Level Clarity:
No jargon. Just clear, strategic roadmaps to hit revenue targets, margins, and growth milestones.
6 Hours with a
Scaling Guru
$2999
Why Add Scaling Consulting?
- Expertise You Can’t Replicate: Their trauma is your tuition. Learn from someone who has scaled.
- Tailored Strategies, Not Generic Advice: Data-driven strategies aligned with your unique goals, finances, and vision.
- Save Time, Money: Skip trial-and-error. Consultants fast-track scaling, optimize resources, and free you to lead.
What Documents do I need for an Accurate Valuation?
Skip the guesswork--the valuation needs data.
More docs = clearer results.
Essentials for Precision:
- 3 years of tax returns & balance sheets (core financial history)
- Recent financial statements (snapshot of current health)
- Owner/family compensation details (clarifies true profitability)
Helpful Extras:
- One-time expenses or windfalls (adjusts for anomalies)
- Completed Fact Finder (context for growth, risks, and goals)
Buying? Scaling? Selling? Life got messy?
Better data = fewer headaches
Bring what you have– we’ll make it work.
BUY-SCALE-SELL COLLECTIVE
Meet the Business Avengers
(No capes, just spreadsheets and sass)
MICHELLE REGNER
Principal- Business Brokers of America
SUPERPOWER
Making EBITDA sexy (yes, it’s possible).
MORGAN LEMAITRE
Preserve your wealth
SUPERPOWER
Ensuring your wealth outlives you -not the IRS
KARI TODD
Business Insurance Specialist
SUPERPOWER
Asset Guardian: Locks down equipment, inventory, IP, and cash flow with ironclad coverage to prevent financial meltdowns
JOEY ALBERTSON
Not your father’s CPA
SUPERPOWER
Profit Vision: spotting hidden cash leaks, underperforming assets, or bloated contracts in real time.
I’ve assembled a squad of elite advisors-M&A lawyers, exit strategists, scaling gurus-
who’ve collectively brokered over $500M in deals. Think of us as your personal M&A pit crew.
who’ve collectively brokered over $500M in deals. Think of us as your personal M&A pit crew.
