ExitPack by FirmLedge Check Your Fit

SELLER FINANCIAL PACKAGING

Buyer-ready financial packaging. $995. Two days.

We take your existing financials, recast them into a standardized format, tag every adjustment with evidence, and deliver a polished share pack backed by a working workbook — ready to forward to buyers. Fixed scope. No surprises.

Without packaging, raw financials get forwarded as-is. Buyers ask more questions, follow-up rounds expand, and the process slows before it starts.

$995 flat fee 2 business days 2 files delivered
See a Sample Pack Check Your Fit

No obligation · Built for real deal situations

$995 flat fee 2 business days 2 files delivered

WHAT YOU GET

Two files. One cleaner deal process.

Every ExitPack engagement delivers a polished PDF built for external sharing, backed by a working workbook that documents the mapping, adjustments, and support behind it.

PDF

External Share Pack

The forwardable version built for buyers, lenders, brokers, and other deal parties.

  • Standardized historical + YTD P&L
  • Adjusted EBITDA bridge
  • Add-back schedule with evidence status
  • Balance sheet summary
  • Buyer questions / potential flags
  • Timing Considerations section when cash-basis applies
XLSX

Internal Working Workbook

The support file that shows the mapping, assumptions, tie-outs, and internal working logic behind the pack.

  • 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 IT WORKS

A fixed-scope process, not an open-ended engagement.

ExitPack is designed to move quickly once the inputs are complete and the scope is confirmed.

01

Send your financials

Start with annual historical and YTD P&L plus annual historical and YTD balance sheet. Monthly data is only needed for LTM or monthly trend views.

02

We recast and document

We recast the financials, evidence-tag adjustments, build the adjusted EBITDA bridge, document add-backs, and maintain the working workbook audit trail.

03

Receive your pack

Standard delivery is 2 business days after complete inputs and scope confirmation. Rush timing is confirmed based on scope and availability.

Complete inputs required · Fixed scope · Questions handled through the workbook

FIT & BOUNDARIES

Built for sale-process friction. Not for accounting rebuilds.

ExitPack works best when the financials are messy enough to slow a process down, but still coherent enough to package into a buyer-usable story.

Good fit

  • SMB sellers preparing for a sale process
  • Business brokers who need cleaner buyer-ready materials
  • Independent sponsors or searchers dealing with messy seller reports
  • Situations where a full QoE is too early, too expensive, or not yet justified
  • Cases where management can explain the business and support key adjustments

Not a fit

  • Audits, QoEs, or assurance work
  • Accounting reconstruction or cash-to-accrual rebuilds
  • Requests for certification, reliance, or attestation
  • Multi-entity complexity beyond fixed-scope packaging
  • Financials that require reconstruction before packaging is possible

Scope rule

ExitPack is packaging, not assurance. Adjustments are management-represented, evidence-tagged, and clearly bounded.

PRICING

Simple base pricing. Clear add-ons when complexity increases.

The point is not to custom-quote every file set into oblivion. The point is to keep standard cases easy to understand and easy to buy.

Base package

$995

External Share Pack + Internal Working Workbook

  • Standard turnaround: 2 business days after complete inputs
  • Fixed-scope packaging engagement
  • Historical + YTD recast package
  • Adjusted EBITDA bridge and add-back schedule

Add-ons

  • Monthly / LTM package+$495
  • Rush delivery (timing confirmed at scope)+$750
  • Extra entity+$500
  • Extra year+$250

Engagement terms

  • Standard: 50/50 payment structure
  • Rush: 100% upfront
  • Work begins after complete inputs and scope confirmation
  • Cases outside bounds may be declined or re-quoted

NEXT STEP

See the pack, then decide if it fits.

The best way to understand ExitPack is to look at the work product. Start there, then qualify the case if the structure matches what you need.

See a Sample Pack Check Your Fit

No obligation · Built for real deal situations