AI-generated Buyer-Ready Dossier with operational readiness scoring, SOP audits, key person risk analysis, and financial normalization. Everything a buyer needs in one document.
The Problem
Spreadsheets instead of systems
Financials arrive in messy Excel files. No standard format, no normalization, no way to compare across deals.
Gut feel over data
Operational readiness is a vibe check. No scoring framework, no benchmark, no repeatable methodology.
Incomplete operational data
SOPs are undocumented, processes live in the owner's head, and you find out post-close when things break.
Key person risk hidden until close
35% of revenue tied to the owner. You don't discover it until the earn-out negotiation, when it's too late to fix.
Coastal HVAC Services
Buyer-Ready Dossier — Operational Readiness Assessment
Key Person Dependency Alert
35% revenue at risk from owner departure → 8% post-engagement
Features
Proprietary 6-dimension framework scores every business 0-10 across Process Documentation, Financial Transparency, Key Person Independence, Technology & Systems, Team Depth, and Customer Diversification.
Every critical process examined with before/after state analysis. Know which SOPs exist, which are informal, and exactly what needs to be documented before the business is transferable.
Quantifies revenue at risk from owner departure. Typical pre-engagement: ~35%. Post-engagement target: ~8%.
SDE and EBITDA calculated with replacement manager compensation. Clean numbers for accurate multiples.
Revenue distribution analysis. Flags when top clients represent outsized risk to post-acquisition cash flow.
Evaluates software stack, data management, automation maturity, and integration quality against industry benchmarks.
Standalone HTML tool included with every dossier. Adjust SDE, multiples, and readiness factors in real time. Share with buyers as a branded, interactive document they can explore on their own.
Professional, white-labeled dossier you hand directly to buyers. Your brand, your logo, your authority. Positions you as the advisor who brings institutional-grade analysis to every deal.
Sample Assessment
6-dimension Operational Readiness Score from a real sample dossier.
Overall Readiness Score
Weighted average across all 6 dimensions
Process Documentation
7.5Financial Transparency
8.0Key Person Independence
6.5Technology & Systems
6.0Team Depth
7.5Customer Diversification
8.0How It Works
01
Send financials, org chart, and basic business info through our secure intake form.
02
We gather SOP documentation, interview transcripts, financial records, and customer data for analysis.
03
Our AI scores all 6 dimensions, audits 15 SOPs, maps key person dependencies, and normalizes financials.
04
Branded PDF dossier plus interactive valuation calculator delivered in 5 business days.
Pricing
Single Dossier
Per business assessed
Monthly
5 dossiers per month
Enterprise
Unlimited dossiers, tailored pricing
See exactly what a Buyer-Ready Dossier looks like. Download the sample assessment for Coastal HVAC Services — complete with all 6 dimensions scored, 15 SOPs audited, and financial normalization.
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