Free Earnings Check
Every buyer starts from your tax returns. Before one does, find out how the profit you'd tell them compares, and which add-backs would hold up.
- Your last three years of business tax returns tied to your P&L
- The add-backs a buyer would likely accept, question or reject, and what documents each would need
- The items buyers' accountants ask about first
- A 30-minute call to walk through it, with a short written summary
What you'll share
- Three years of business federal tax returns, all pages
- A year-to-date profit and loss statement and balance sheet
- A short questionnaire about owner expenses and one-time items, which Dan sends with the upload link
Please don't email financials. After you request the check, Dan sends a secure upload link. Your documents are used only for your check and deleted on request.
How it works
- Request the check with the form.
- Dan emails a secure upload link within one business day.
- He reviews what you share, usually within a week of receiving it.
- You talk it through on a 30-minute call and get a short written summary.
What it is, and what it isn't
The Earnings Check is a preliminary review, based only on the documents and answers you provide. It is meant to show you what a buyer is likely to question before a buyer sees it.
It is not an audit, a review engagement, an appraisal, a valuation or tax advice, and nothing in it has been tested against your bank records. Dan is a sell-side M&A advisor, not a CPA. For tax questions, he'll point you to your own CPA.
Everything you share is confidential. Dan won't share your information or your interest in selling with anyone without your permission.