For owners
You built the company. We prepare the sale.
Buyers pay for confidence. A prepared process — clean adjusted earnings, a defensible model, organized diligence — is the difference between a discounted offer and a competitive one. Here is exactly what Bankerly builds, step by step.
Free to start · confidential by default · nothing goes to a buyer without your approval
The process
Five stages. A named deliverable at every one.
Nothing here is a black box. Each stage produces documents you can open, question, and edit — and you approve everything before a buyer sees it.
Onboard
A guided intake, not a blank page
Structured questionnaire
Plain-English questions about your operations, customers, team, and goals. About two hours of your time, at your pace.
Information request list (IRL)
The same document checklist a buyer's diligence team will use — financial statements, tax returns, key contracts, org chart — organized by category with a clear status on each item.
AI analysis & valuation
Your earnings, the way a buyer will read them
Quality of Earnings (QoE)
Every adjustment documented: above-market owner compensation, one-time expenses, related-party arrangements, personal expenses in the business. Each add-back cites its source and confidence level, so nothing surprises you in diligence.
Projection model
A driver-based, three-scenario Excel model built from your actuals — revenue by customer, margin bridges, working capital. Buyers can trace every number.
Valuation range
Your adjusted EBITDA benchmarked against comparable transactions in your industry and size band, presented as a range with the assumptions stated. An educational estimate — not an appraisal — and clearly labeled as such.
Materials built
Institutional-grade documents, drafted in days
Anonymous teaser
A two-page blind profile that markets the opportunity without identifying your company.
Confidential Information Presentation (CIP)
The full story — history, operations, customers, financials, growth plan — in the format buyers' investment committees expect. You approve every page before release.
Matched buyers
The right buyers, approached the right way
Buyer matching
Your deal is scored against a vetted database of PE firms, strategics, family offices, and search funds on industry, size, geography, and mandate fit. You approve every name before any contact.
NDA before identity
Interested buyers e-sign an NDA before your company name or confidential materials are released. Drafts are attorney-review-ready.
Managed process through close
Diligence without chaos
Virtual data room
Staged, permissioned document release. Every file watermarked with the viewer's identity; every view and download logged.
Managed Q&A
Buyer questions flow through one tracked channel with drafted answers for your review — no 11pm email threads, no inconsistent responses.
Through close
LOI comparison support, diligence tracking, and a complete audit trail your attorney and CPA can work from.
The deliverables
Not mockups. The documents themselves.
Every sample below was generated end-to-end from Hartland Precision, our fictional demonstration manufacturer — synthetic data, labeled as such. Your deal gets the same analysis, documents, and data room.
Two-page blind profile — markets the opportunity without naming you
Adjusted-EBITDA bridge with every add-back documented and sourced
Driver-based, three-scenario Excel model that recomputes and still ties
The full story, in the format buyers' investment committees expect
Comparable transactions with sources, plus a cash-flow cross-check
Per-viewer watermarks, expiring links, instant revoke
Pricing
Aligned with your outcome, not billed against it.
Early access — aligned, success-based pricing
We are finalizing pricing with our early customers. The structure is committed: success-based, aligned with your outcome, and materially below traditional fee stacks. Early-access participants help shape the final terms and receive preferred pricing.
What small deals traditionally cost
On sub-$10M transactions, commonly reported all-in ranges run 8–12% of deal value once broker commissions, monthly retainers, minimum fees, and add-on charges (QoE, marketing materials, data room) stack up. Ranges vary widely by deal and intermediary, and no outcome is guaranteed — but the fee stack is real, and it is the problem Bankerly is built to remove.
Owner questions
What owners ask before they start
Will anyone find out my company is for sale?
Confidentiality is the default at every step. Buyers first see an anonymous teaser with no identifying details. Your name and confidential materials are released only after a buyer signs an NDA, and only to buyers you approve. Every document is watermarked with the recipient's identity, and every view and download is logged.
How long does a sale take?
It varies with your readiness, your industry, and the buyer pool. Processes for companies this size commonly run six to nine months from kickoff to close, and Bankerly compresses the preparation phase — materials that traditionally take months are drafted in days, then refined with you. No platform can honestly promise a closing date.
Do I still need my accountant and attorney?
Yes. Bankerly prepares documents and analysis, but it does not replace professional advice. Your CPA should review the quality-of-earnings output, and every legal document we draft is marked for attorney review. Deals close well when the owner's advisors are engaged early — we make their work faster, not optional.
My financials are messy. Is that a problem?
It is normal. Most companies this size run on cash-basis books, owner adjustments, and a long-tenured bookkeeper. The onboarding process is built for exactly that: we work from what you have — QuickBooks exports, tax returns, bank statements — and the quality-of-earnings analysis is where the mess gets cleaned up, documented, and explained to buyers.
Start with the analysis, not the listing.
Join early access and see your company the way a buyer will — before a buyer does.
No spam, and your inquiry stays confidential.