Done-for-You Service · From $1,500
The Document That Sells
Your Business For You.
The Confidential Information Memorandum is what serious buyers read before making an offer. Most owner-written versions are vague, disorganized, or accidentally disclose the wrong things. We write yours professionally — the way a broker would, without the broker fee.
The Problem
What Is SDE and Why Does It Determine Your Sale Price?
Seller’s Discretionary Earnings (SDE) is the number buyers use to value your business. It’s not your revenue. It’s not your net profit. It’s your true economic benefit as the owner — including your salary, personal expenses run through the business, and non-recurring costs. Get it wrong and you either undervalue your business or hand the buyer ammunition to negotiate you down.
Business Overview
What the business does, how long it’s operated, what makes it defensible
Financial Summary
3-year revenue and SDE trends, presented the way buyers expect to see them
Operations Overview
Staff, systems, suppliers, and what a transition actually looks like
Growth Opportunities
What a buyer could do with this business that you haven’t — framed to attract, not oversell
Asking Price & Rationale
Your number, justified with SDE multiples and market comparables
Formatted & Ready to Send
PDF and Word format, ready for BizBuySell, Acquire.com, or direct buyer outreach
What You Provide
Simple Intake Process
After purchase you’ll receive a structured intake form. Fill it out at your own pace — most owners complete it in under two hours.
- 2–3 years of financials (P&L or tax returns)
- Basic business description and history
- Staff count and key roles
- Main customers, contracts, or recurring revenue details
- Your asking price (or we'll suggest one based on SDE)
Pricing
From $1,500
Final price depends on business complexity. Quoted after intake form review.
Turnaround
- 10 business days from completed intake · Rush available
Revisions
- Two rounds of revisions included · Additional rounds at $150 each