You are the first call when a client thinks about selling, succession or raising capital. DealReady prepares, values and certifies the business, then introduces them to the right advisor. We do the preparation. You stay your client’s trusted adviser.
When a business owner thinks about selling, succession or raising capital, you’re the first call. DealReady gives you the tools to guide that moment, preparing and certifying the business, so the advice you give is backed by a verified foundation, and the client stays yours.
When a deal reaches you, the groundwork is already done. DealReady prepares and certifies the business before it transacts, so due diligence moves faster, documentation is in order, and there are fewer surprises to manage on the way to completion.
Whether you’re an accounting firm, a legal practice or another adviser to business owners, tell us about your firm and we’ll be in touch to set up your partnership.
Independence is the point. We prepare, value and certify, then introduce owners to the right advisor. Your client stays your client.
Not ready to apply yet? Explore the rest of DealReady, or take a look at how the process works end to end.