- Standardized historical + YTD P&L
- Adjusted EBITDA bridge
- Add-back schedule with evidence status
- Balance sheet summary for high-level working-capital framing
- Buyer questions / potential flags
- Timing Considerations section when cash-basis applies
REPRESENTATIVE SAMPLE
See the work product before you decide.
This sample shows the structure and tone of the buyer-facing share pack — the PDF that gets forwarded to deal parties. The internal workbook that supports it is also part of the deliverable, but this is what the other side sees.
Redacted / representative · No email required
2-file deliverable
Packaging, not assurance
Built for real deal situations
SAMPLE PREVIEW
Start with the buyer-facing PDF.
The External Share Pack is the primary deliverable — the polished PDF that buyers, lenders, and brokers actually receive. The Internal Working Workbook behind it documents the mapping, tie-outs, and assumptions, but it stays on your side.
Internal Working Workbook
Support structure and tie-out trail
P&L Mapping
Tie-outs
Checks
Support Log
Seller line
Mapped class
Support ref.
Status
Payroll taxes
Payroll burden
TB-12
Tied
Owner auto
Add-back review
AB-09
Flagged
Merchant fees
SaaS / tools
MAP-03
Explained
Checks and tie-outs
Evidence links / support references
Versioning and date stamp
Representative sample only. Company names, figures, and support details may be redacted, fictionalized, or simplified for illustration.
EXTERNAL SHARE PACK
The forwardable version built for external review.
This is the polished PDF designed for buyers, lenders, brokers, and other deal parties. It is meant to make the financial story cleaner, more legible, and easier to evaluate without pretending to be a formal diligence report.
INTERNAL WORKING WORKBOOK
The support file behind every number.
This workbook is the internal audit trail for the pack. It is where the mapping, tie-outs, assumptions, support references, and working logic live.
- P&L mapping and normalization notes
- Checks and tie-outs
- Evidence links / support references
- Assumptions and limitations
- Versioning and date stamp
- Internal support for follow-up Q&A
HOW TO READ IT
What this sample is showing — and what it is not.
The goal is to show the structure and seriousness of the deliverable, not to simulate a live diligence engagement. Focus on the organization of the financial story, the treatment of adjustments, and the separation between the shareable PDF and the supporting workbook.
01
Look for structure, not volume.
The point is not to flood the reader with backup. The point is to make the business easier to understand and easier to question intelligently.
02
Look at how adjustments are framed.
ExitPack documents management-represented adjustments, tags the level of support, and keeps scope boundaries explicit.
03
Look at the separation of roles.
The PDF is for external circulation. The workbook is for support, audit trail, and follow-up.
SCOPE BOUNDARY
ExitPack is packaging, not assurance. The sample is representative of format and workflow, not a claim of verification, attestation, or third-party reliance.
- No audit or QoE opinion
- No accounting reconstruction or cash-to-accrual rebuild
- Adjustments are management-represented and evidence-tagged
- Final scope depends on complete inputs and fit
NEXT STEP
If the sample matches the problem, check your fit.
The sample should answer whether the output is credible enough for your process. The next question is whether your case fits the fixed-scope model.
No obligation · Built for seller-side deal prep