Services & Pricing · Owners, Buyers, Referring Professionals

Every piece of the deal, priced up front.

Most of what we build inside a full engagement is also available on its own: the recast, the book, the data room, the lender package, the review of a deal on your desk. Flat fees where the scope is standard, a written quote within one business day where it is not, and the same two senior advisors on every file.

See the Menu Ask for a Quote

● Confidential. No public listing. Never on both sides of a deal.

The Menu

Order one piece, or the whole engagement.

Prices are starting points for a typical owner-operated business with a few years of clean books. Unusual businesses, several entities or messy records are quoted after we see the files. Advisory engagements are scoped on a short call. Nothing starts until you have the scope and the price in writing.

Service	What you get	Turnaround	Price
Free Value EstimateOnline, about 90 seconds	A confidential value range built from closed-deal multiples, with a Preliminary Value Report by email.	Instant	FreeGet my estimate
Broker’s Opinion of ValueAfter a 20-minute call	A senior advisor’s written opinion of what your business would likely sell for today, and what would move the number.	Within a week of the call	ComplimentaryPick a time
Earnings RecastSDE or EBITDA, with add-back schedule	Three years of recast P&L and a documented add-back schedule, line by line, written to survive a buyer’s lender and a Quality of Earnings review. Editable workbook plus PDF.	5 business days	from $750Ask for a quote
Confidential Business Review10 to 20 pages, Main Street businesses	The book a buyer and an SBA lender read first: the business, the numbers, the people, the transition, and a one-page blind teaser. Built for businesses selling under roughly $1 million.	7 business days	from $1,500Ask for a quote
Confidential Information Memorandum25 to 40 pages, lower middle market	An institutional-grade CIM with financial exhibits, normalized earnings, customer and market analysis and a blind teaser, for buyers, lenders and private equity. Editable files plus PDF.	10 business days	from $2,950Ask for a quote
Data Room BuildDiligence-ready from day one	A diligence index, the folder structure buyers and lenders expect, and a collection checklist for you and your CPA, in a secure room we administer per buyer.	3 business days	from $495Ask for a quote
Business Assessment of ValueAdvisory engagement	A market-based value range plus the review of recast earnings, transferability, concentration and the factors that would change the price. Details	2 to 3 weeks	Scoped on a callTalk to an advisor
Exit Planning & Business PrepOne to three years out	A written plan to clean up the financials, document the add-backs, reduce owner dependence and check the target price against what a lender will finance. Details	Ongoing	Scoped on a callTalk to an advisor
Seller RepresentationBefore market through transition	Full representation with a senior advisor at every stage. The recast, the book and the data room are included. Details	6 to 12 months	Success fee at closingTalk to an advisor

Service	What you get	Turnaround	Price
Deal ReviewTwo deals, one hour	A written memo on each deal with a verdict, the red flags, the structure a lender will fund and the questions for the broker, plus an hour with a senior advisor. Details	2 business days per memo	$199Buy now
Deal Review x2Four deals, two hours	Four memos and two advisor hours, used within 90 days.	2 business days per memo	$298Buy now
Active SearchSix deals a month, two hours	For searchers and search funds reviewing deal flow every week. Cancel anytime.	Next business day	$399 / monthSubscribe
Lender PackageFor the credit desk	A loan request memo, three-year projections with debt-service coverage the way the bank runs it, sources and uses, and the pre-credit checklist, so the file lands complete. Editable files plus PDF.	5 business days	from $1,500Ask for a quote
Buy-Side Transaction AdvisoryLOI through 90 days after closing	Structure, diligence, the lender process and the handover, with a senior advisor beside you from the term sheet to the first quarter as owner. How it works	Through closing	Flat fee by phaseAsk for a scope

How It Works

Send what you have. We tell you what it will cost.

Day 1

Send the files

Three years of tax returns and P&Ls, the current year to date, and whatever else you already have. A secure upload link comes with our reply. Nothing is shared with anyone.

Within 1 business day

Scope and price, in writing

A senior advisor reads the files and sends back the scope, the price and the delivery date. If the records need work first, you hear that too, with what it would take.

Draft

Your review

You get a draft for comment, then a revision. Every number traces to a source document, because that is the first thing a lender’s analyst checks.

Delivery

Final files, yours to keep

The PDF and the editable files. When a buyer or lender later asks a question about the document, the advisor who wrote it answers it.

Questions About the Menu

Before you ask for a quote.

Do I need a Confidential Business Review or a full CIM?

Mostly a question of who will read it. A business likely to sell under about $1 million to an individual buyer with an SBA loan needs a clear, well-documented review of 10 to 20 pages. A business that will draw private equity, strategic buyers or a search fund needs the longer memorandum with full financial exhibits. If you are not sure, send the numbers and we will tell you which one, and why.

My books are not clean. Can you still do the recast?

Usually, and that is often the point. We work from tax returns, bank statements and the general ledger, document every add-back with its source, and tell you which ones a lender will accept and which ones will not. If the records cannot support a recast at all, you hear that before you pay for one.

Who actually writes the documents?

One of the firm’s two senior advisors, Alejandra B. Barrera or Alfonso E. Moncada, the same people who negotiate with buyers and lenders every week. There is no junior analyst layer and nothing is outsourced.

Is a recast or a CIM the same as a valuation or a Quality of Earnings report?

No. A recast and a book present the business and its normalized earnings from your records. A certified appraisal is a formal opinion of value, and a Quality of Earnings report tests the earnings against source documents for a lender. Both come from Kerdai, the group’s independent QofE and appraisal firm, and never on a business we represent.

Can my CPA, attorney or broker order on my behalf?

Yes. Many of these documents are ordered by the professional already working with the owner. They stay the point of contact, see the draft first and receive the editable files.

Tell us what you need. The price comes back in a day.

Send the files, or a short note about the deal, and a senior advisor replies with the scope and the price in writing.

Ask for a Quote Call +1 (561) 765-2303

Have a question first? Ask us directly.

Not ready for an estimate, or want to understand how we work before sharing any numbers? Send us a note. A senior advisor will reply privately, typically within one business day.

✓ Strictly confidential: your information remains between us
✓ No obligation, and no public listing of your business
✓ A direct conversation with a senior advisor

Prefer to talk? +1 (561) 765-2303 · info@ic-usa.com

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