Who is reading
Each day you see who opened which document and for how long, so you know what a buyer is reading before they call.
Exit ReadinessBe ready when a buyer asks for your books. Or an investor does.
A buyer's accountants start from your closed months. Diligence is not a project you start when the offer arrives: every month closes into a record that holds together, and a data room you open the day you decide to. Futureproof keeps your books in one ledger from launch to exit, and the exit end is mine.
My inputs and outputs
I keep each closed month ready for a buyer.
A buyer tests the record, not the story. This is what comes in, what I keep, and what I bring you.
What I read
Each month as it closes, the margin history behind it, the documents and agreements you upload, and the bank accounts and credit cards the balances are built on.
What I post
A standing record in one ledger: months that stay closed once they are done, figures defined the same way every month, and documents held in a room you open to the people you choose.
What I hand you
What the room still needs before anyone asks for it, who opened which document and for how long, and the status of the month's close.
My night
Diligence gets built a month at a time.
The work that makes diligence questions faster to answer is done in the eleven months before them. Every night the posted day joins the record, the room reports on who read what, and the room can be checked for gaps whenever you ask.
- Every visit
Who opened what
When a visitor finishes in the room, you learn who they were, which documents they opened, and how long they spent on each.
- When you ask
The room checked
When you ask, I show what the room still needs, so it is fixed while it is still housekeeping.
- Daily
The posted day lands
Vic posts the day to the ledger, and I take it into the record, so the trailing numbers a buyer will test stay current with the books.
The surface I keep
The numbers a buyer checks first, already done, every month.
Buyers start from your last twelve months of EBITDA, or SDE while you still run the brand. I keep both current from closed months, the starting point your broker adjusts.
See every month's P&L, ready to hand over.
| Profit and loss | October | January to October |
|---|---|---|
| Net revenue | $424,480.00 | $4,050,280.00 |
See your EBITDA and SDE, ready for a buyer.
| Operating income | $434,500 |
|---|---|
| Plus D&A | $24,000 |
| EBITDA | $458,500 |
| Plus owner's salary and benefits | $175,875 |
| SDE | $634,375 |
How we work together
I keep the record. You run the deal.
I keep your closed months and your documents ready for the day a buyer or investor asks. The deal, the price and the people stay yours.
Ask me
Ask what a buyer will see in your numbers, and you get the figure from your books with the units and costs behind it.
You approve
Nothing leaves the data room until you approve it, and I never run your sale, price your brand or give legal advice.
Where my work comes from
Your profit and cash come from the same books.
Everything a buyer tests was posted by someone on this team, which is why a diligence question starts from a file already on hand.
Bookkeeper
Vic
Vic posts every day and prepares each month's close for your approval, which is what makes a trailing twelve months something you can hand over.
Channel Analyst
Hugo
Hugo keeps margin by channel and by product on the same definitions month after month, so a growth story can be traced line by line.
FP&A
Margo
Margo keeps the cash plan current, so the question of whether you are selling from strength or from a tight quarter has an answer before anyone asks it.
Questions brands ask
Everything else brands ask about being ready.
Nia keeps the brand ready for a buyer. Months stay closed once they are done, margin history keeps the same definitions, and documents live in a data room you share on your terms. The quality of earnings work starts from closed months, so your team does not have to reconstruct them.
It holds the documents a buyer asks for behind links you control, with email verification, a watermark, and a signature step where one is required. Office documents are converted so they open in the browser, and you can see who opened which file and how long they spent on it, as a summary each day and a fuller report each week.
No. Nia lists what the room is missing and leaves it in your inbox, and access to the room is granted by you. Sending and sharing stay human actions. An agent never emails an outside party on the brand's behalf.
No. A broker or M&A adviser runs the process, and the multiple comes from the market, usually applied to EBITDA, or to SDE for smaller brands their CEO still runs day to day. Nia shows both figures for your last twelve months and keeps the evidence behind them: closed books, consistent margin history, and a room that is current.
Mostly it depends on size and on who is buying. Smaller brands are usually marketed on SDE, which is EBITDA with one owner's pay added back. Larger brands and private equity buyers look at EBITDA. Either way they start from your last twelve months. Nia shows both for that period, built from months already closed. The multiple comes from the market.
Your record, ready to open
Run your books like you are selling tomorrow, even if you never do.
A walkthrough of the whole platform, then a talk about how you run your month.