01
Normalized earnings review
Look at earnings after appropriate adjustments, and document the reasoning behind potential add-backs.
ADVISORY SERVICE 06 · BUSINESS VALUE & EXIT READINESS
Build value before
you need to prove it.
Understand the earnings, risks, and records behind your business’s value. Build a plan for a future sale, succession, or financing conversation—whether it’s two years away or ten.
SOUND FAMILIAR?
You may be ready
for this if…
Most owners don’t come to us with a finished list of requirements. They come with a feeling that the numbers should be working harder for them.
- You’ve wondered what the business is worth—and what would make it worth more.
- The business depends heavily on you.
- A few customers account for a large share of revenue.
- You’d like to pass it on, bring in a partner, or sell someday.
- Your records wouldn’t hold up to a buyer’s or lender’s questions today.
WHAT’S INCLUDED
Practical support,
built around you.
Every engagement is tailored. We’ll agree on the scope that fits your business before work begins.
02
Value-driver assessment
Review margins, customer concentration, owner dependence, recurring revenue, and the quality of your records.
03
A readiness plan
Prioritize the changes most likely to strengthen the business over time.
04
Financing preparation
Organize financial statements and supporting records for lenders and other capital providers.
05
Succession planning
Think through timing, roles, and the financial side of passing the business on.
06
Advisor coordination
Work alongside your attorney, broker, lender, and other professional advisors.
HOW IT WORKS
A clear rhythm,
from first look to follow-through.
- 01
Understand
Know what drives your value today, and what holds it back.
- 02
Strengthen
Work on the drivers you can change: margins, concentration, records, and reliance on the owner.
- 03
Prepare
Organize the records and the story behind the numbers.
- 04
Revisit
Track progress as part of your regular advisory conversations.
OPTIONS FOR YOUR NEXT CHAPTER
DECISIONS THIS SUPPORTS
Questions you’ll
be able to answer.
“What would a buyer or lender focus on in our numbers?”
“Which add-backs can we support with documentation?”
“How dependent is the business on me?”
“What should we work on first to create more options?”
Any business value estimate is directional and for planning; it is not a certified appraisal or a guarantee of sale proceeds.
WHERE IT FITS
Part of an ongoing
advisory relationship.
Services work together. Here’s where this one shows up in our engagements.
ALSO AVAILABLE
Financial Clarity
Ask how this engagement could fit your business.
ALSO AVAILABLE
Ongoing Advisory
Ask how this engagement could fit your business.
INCLUDED
CFO & Value Strategy
Earnings and value-driver review, plus exit and succession readiness.
Each engagement is tailored. Services, timing, and fees are confirmed in your written agreement. Compare engagements →
LET’S MAKE IT CLEAR
Questions about
business value & exit readiness.
Have a different question?
Let’s talk it through
LET’S TALK ABOUT YOUR BUSINESS
Build toward your next chapter.
Bring the question you keep coming back to. We’ll start there.
Mike Rasmussen, CPAA free introductory conversation. No obligation.
EXPLORE MORE SERVICES
The right support,
at the right moment.
01
Accounting & reporting
Reconciled books, a consistent monthly close, and financial statements you can understand. A dependable foundation for every conversation.
Start with numbers you can trust.02
Fractional CFO advisory
A part-time financial leader and ongoing sounding board. Work through pricing, hiring, investment, and growth with someone who knows your business.
Make the next decision with perspective.03
Dashboards & performance
Track the measures that drive your results—from gross margin and labor efficiency to cash runway and customer concentration.
See what needs your attention.