Scope sheet
finbryn.com
Virtual CFO
Exit readiness
Finbryn's exit readiness runs a buyer's due diligence checklist on your own QuickBooks Online, Xero or NetSuite books, months before you go to market, so normalized EBITDA, owner add-backs, working capital trends and customer concentration are already explained and documented when a buyer's team asks, instead of becoming a price-chipping negotiation mid-deal.
What is included
- A pre-diligence review against a standard buyer request list
- Normalized EBITDA or Seller's Discretionary Earnings schedule with documented add-backs
- A trailing net working capital baseline and trend
- A customer and supplier concentration review
- A related-party transaction schedule with market-rate flags
- A revenue and expense recognition consistency check across prior years
- A prioritized, ranked list of fixes by buyer impact
- Schedules formatted for a virtual data room
The process
- 1.
Financial intake
We pull two to three years of financials, the current chart of accounts, and any existing add-back or management-adjusted EBITDA figures the business already tracks.
- 2.
Diligence checklist walkthrough
We run the books against a standard buyer request list, flagging owner compensation, one-time items, related-party transactions and concentration risk line by line.
- 3.
Add-back and working capital schedule
Every add-back is documented against its underlying transaction, and a trailing net working capital baseline is built for the period a closing peg would likely reference.
- 4.
Prioritized fix list
Findings are ranked by how much each one is likely to move a buyer's number, separating must-fix items from ones worth disclosing but not chasing.
- 5.
Owner review and timeline
We walk the list with you and agree which items get addressed now, which get disclosed proactively at listing, and which are left as-is given the runway available.
Software
QuickBooks Online, Xero, NetSuite, Sage Intacct, Excel, Google Sheets, SecureDocs
Quality control
## Reviewed before it reaches you Every model and report goes through senior review before it reaches you.
Pricing
Exit readiness is scoped and priced as its own project, not bundled into a monthly bookkeeping tier, since the work depends on how many years of history and add-back items are involved. See the pricing page for how project work is scoped, and expect a written quote before anything starts.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026