ExitPack by FirmLedge See a Sample Pack

QUALIFICATION

Check whether ExitPack fits your deal.

ExitPack is a fixed-scope packaging service. It works well in a specific band of deal situations and does not try to cover everything. This page helps you figure out if your case fits before either of us spends time on it.

Submit Your Situation

No commitment · We review fit and follow up by email

GOOD FIT

ExitPack is built for these situations.

The service works best when the financials are messy enough to create friction in a sale process but still coherent enough to package into something a buyer can use.

  1. SMB seller preparing for a sale process and needs buyer-ready materials
  2. Business broker who wants a cleaner, more standardized package to send buyers
  3. Independent sponsor or searcher dealing with messy seller financials
  4. Situation where a full QoE is too early, too expensive, or not justified yet
  5. Management can explain the business and provide reasonable support for key adjustments
  6. Financials are available in QuickBooks exports, spreadsheets, or PDF reports

NOT A FIT

ExitPack is not the right service for these.

These are not quality judgments. They are scope boundaries. The service is designed to stay inside a specific lane, and cases outside that lane get declined or re-quoted rather than forced through.

  1. Audits, QoE engagements, or any form of assurance work
  2. Accounting reconstruction — if the books need to be rebuilt before they can be packaged, the problem is upstream of ExitPack
  3. Cash-to-accrual conversions — cash-basis inputs stay cash-basis
  4. Requests for certification, reliance opinions, or attestation
  5. Multi-entity complexity that exceeds the fixed-scope packaging model
  6. Financials so incomplete or incoherent that producing a credible package would require inventing the story rather than packaging it

WHAT YOU NEED TO PROVIDE

Minimum inputs for a standard engagement.

ExitPack does not require a massive diligence haul. But the work does require a baseline set of financials to produce something useful. These are the minimum inputs needed to start.

Required

  1. Annual historical P&L (minimum 2 years, 3 preferred)
  2. Year-to-date P&L
  3. Annual historical balance sheet
  4. Year-to-date balance sheet
  5. Brief context on the business and any known add-backs or adjustments

Conditional

  1. Monthly P&L — only if you want LTM presentation or monthly trend views
  2. General ledger detail — only if needed to support a specific adjustment or resolve a mapping question
  3. Debt schedule, customer concentration data, or segment financials — useful but not required for standard scope

If you are unsure whether your files are sufficient, describe what you have when you submit — a folder link or a few basic exports is enough for an initial review. Cases that fall short of the minimum may be declined or scoped differently.

SCOPE BOUNDARIES

What ExitPack is — and what it is not.

ExitPack is a packaging service. It standardizes, recasts, and documents seller financials into a buyer-forwardable format. It does not audit, certify, verify, or attest to anything. The distinction matters because it is the reason the service can be fast, fixed-scope, and affordable.

  1. Adjustments are management-represented, not independently verified
  2. Every adjustment is tagged with an evidence level: Strong, Light, or None
  3. Cash-basis financials stay cash-basis — no conversion, no reconstruction
  4. The deliverable is designed for external sharing, not for regulatory or legal reliance
  5. Cases that require accounting work beyond packaging may be declined or re-quoted

QUICK CHECK

Five questions that determine fit.

If you can say yes to most of these, the case is likely a fit. If several are no, it may not be — and that is fine.

  1. Are you preparing a business for sale or currently in a sale process?
  2. Do you have at least 2 years of historical P&L and balance sheet data?
  3. Can management explain the key add-backs or adjustments to earnings?
  4. Is the business a single entity (or are you willing to scope one entity at a time)?
  5. Are you looking for packaging and presentation, not an audit or accounting rebuild?

If the answer to most of these is yes, ExitPack is probably a fit. If several are no, the case may need a different type of engagement — and we would rather tell you that upfront than try to force it.

NEXT STEP

If the fit looks right, submit your situation.

The intake form takes a few minutes. After you submit, we review your situation for scope and fit, then follow up by email — typically within one business day. If the case fits, we confirm scope, pricing, and timing before any work begins. Nothing starts until both sides agree on the engagement.

Submit Your Situation Back to Sample Pack

No commitment · Fixed scope · Cases outside bounds are declined, not forced