INCREASE VALUE. BE DEAL READY
ABOUT
Most owners wait until they decide to sell before they start preparing. Deal Ready Advisors works differently. We establish where your business stands today, what it may be worth and what's holding back its value. Then work with you over time to improve it. A business that's more valuable, less dependent on you, financially stronger and better organized is simply a better business to own. Deal readiness isn't a one-time valuation. It's a way of running your business.
The Deal Ready System
Most advisors show up when you're ready to sell. The Deal Ready System starts now. It's a six-step process that establishes what your business is worth, makes it stronger and more valuable over time, and builds the information a buyer, partner or lender will ask for along the way.
01
KNOW YOUR NUMBER
Establish the current value of your business and understand the key factors driving that value.
04
INCREASE VALUE
Focus on the operational and financial changes that strengthen the business and increase its potential value.
02
STRENGTHEN
Clean up reporting, normalize earnings, improve margins and make your financials buyer-ready.
05
PREPARE
Build your Deal Ready Data Center: financial statements, tax returns, organizational documents, contracts and leases, organized and ready for due diligence.
03
REDUCE RISK
Address customer concentration, owner dependence, weak systems, staffing issues and other factors that can reduce value.
06
STAY DEAL READY
Measure progress, update the valuation and keep finding improvements, so you always know where the business stands. Then the cycle starts again at step 1.
YOUR DEAL READY DATA CENTER IS BUILT AT EVERY STEP, NOT AT THE END
Why Deal Ready
The Deal Ready System comes from years as a CPA firm partner, working inside privately held businesses' financials, tax returns and the decisions behind them. That means we know what buyers, partners and lenders look for, and where value quietly slips away. You get guidance grounded in your actual numbers, not a generic exit plan, from someone who stays involved as your business improves.
CONTACT
Based in the Greater Philadelphia Area
We advise businesses nationwide
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