Know what the buyer will find
Getting a seller ready usually means chasing files and rebuilding their books in spreadsheets, then waiting to see what the buyer's Quality of Earnings turns up. The seller connects the books read-only through a link, and Finsider builds the add-back schedule with the transactions behind every line.
Forward Firm runs about 40 Quality of Earnings engagements a year on Finsider, including sell-side work for iTValuations.Try free deal screening
The manual work before a listing
Most of the prep for market is done by hand, and the problems a buyer's team finds tend to surface months after you took the mandate.
Books rebuilt in spreadsheets
The seller's ledger, bank statements and tax returns come over as exports, and a seller with several entities on different systems takes even longer to piece together.
Add-backs listed by hand
Someone types the owner's personal and one-time expenses into a schedule, and a buyer will ask for the record behind every one of them.
Surprises after the LOI
The buyer's Quality of Earnings comes back with lower earnings or a higher working capital peg, after the price is set and the seller has stopped looking elsewhere.
“You have everything in a few hours, maybe one day for everything to propagate, and it's organized nicely.”
Prep the listing on connected books
The seller connects QuickBooks Online read-only or sends a general ledger export from any other system, and Finsider reads every transaction before a buyer sees anything.
Books organized on day one
Finsider maps the chart of accounts with 95% first-pass accuracy and consolidates multiple entities with intercompany eliminations, so nobody rebuilds the books in a spreadsheet.
Add-backs with support attached
Every add-back candidate links to the transactions underneath it, so you can see which ones will hold up and which ones a buyer is likely to strip out.
As much help as the deal needs
Free deal screening runs in Addback, Workspace is $99 a month per company plus $999 per report, and Advisory adds a CPA-led sell-side QofE from $15,000.
Customer story
MSP sellers go to market with the QofE done
On one sell-side deal, the Quality of Earnings went straight into the buyer's data room at LOI, where the buyer's own diligence team picked it up.
Read the iTValuations storyGo to market with clean numbers
