Tools & Calculators

Maximize Your Firm’s Value – Use These Tools Before You Sell!

Business Sale Readiness Score Checklist

Wondering if your firm is truly ready to sell? Our quick assessment will evaluate key factors like financial stability, customer contracts, and operational readiness. Get your personalized readiness score and actionable insights to maximize your firm’s value before listing it for sale!

EBITDA & SDE (Seller’s Discretionary Earnings)

help firm owners understand their earnings potential before selling their business.

Accounting Firm - Client Risk Assessment

Assess the risk of client loss when selling your accounting firm. Answer 10 key questions to identify potential retention issues and maximize your firm’s value before listing.