Understanding Seller's Discretionary Earnings (SDE)
How financial recasts add back personal expenses, owner salary, and one-time costs to reveal true transferable cash flow.
Educational Perspectives
Insights & Advisory Articles
Practical guidance helping business owners understand valuation, financial recasts, buyer expectations, and exit readiness.
How to Prepare Your Financial Statements Before Going to Market
Key steps to clean up balance sheets, separate personal expenses, and organize tax returns for seamless buyer due diligence.
Why Confidentiality Protects Enterprise Value
The operational risks of premature disclosure and how strict buyer vetting protects employees and customer relationships.
Have Questions About Exit Preparation?
Connect with Jocelyn Ruiz for a confidential discussion regarding your specific business timeline.
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