The Market Readiness Assessment

    See the deal a buyer would see.

    Valuenest runs the same QoE-style analysis a buyer's diligence team would run: earnings quality, add-back defensibility, anomaly detection, all before you commit to the listing.

    See the sample report
    MA
    JR
    +9
    CHS_FY2025_combined.xlsxANALYZED
    Combined revenue
    $3.05M
    Shareholder loan (current)
    $276KFLAG
    Owner add-back
    $312K
    CHS Recurring (undocumented)
    $35KFLAG
    Lease, Independence Blvd
    $48K/yr
    AB franchise transfer fees
    $120KFLAG
    Adjusted SDE (Conservative)
    $495K
    MARKET READINESS SCORE
    33→0
    Constrained todayPremium with work

    +50 pts available · 2 score movers · 3 diligence-ready

    The Bottleneck

    Your edge doesn't scale.

    Your firm grows on your judgment. Every opportunity gets your time: the intake call, the read of the financials, the read of the owner. That rigor is your edge. It doesn't scale.

    The more opportunities you take seriously, the less time each one gets. Hiring analysts dilutes the quality you've spent years building. Most firms hit a ceiling here.

    The Workflow

    Score the deal. Move the score.

    Valuenest scores every deal on 21 factors and returns two numbers: a current score and the potential score after the work is done. It identifies the risks a buyer would find, ranks the remediation, and re-scores as the seller executes. The number is a starting point, not the verdict.

    01
    Step 01

    Engage the seller (as you do today)

    Owner intake, business valuation, financial review, the work your firm already does.

    02
    Step 02

    Send us the financials

    Three years of P&Ls, tax returns, and bank statements, plus a short intake form.

    03
    Step 03

    Receive Market Readiness Assessment (MRA)

    A complete diagnostic, scored, triaged, with a prioritized action plan. Every deal lands in one of five tiers: Impaired, Constrained, Balanced, Favorable, or Premium.

    04
    Step 04

    The score moves

    Re-run as the seller addresses items. Evidence and verification required to move the number, which is what makes it defensible to buyers, lenders, and the seller themselves.

    WHAT IT COSTS TO SKIP THIS

    The economics of finding it later.

    What advisors pay today, in time and dollars, to surface what Valuenest catches before you go to market.

    BLOWN DEAL AT LOI

    $20k–$80k

    forfeited fee + 106 days under exclusivity

    TRADITIONAL QOE

    $15k–$50k

    2–4 weeks turnaround per deal

    IN-HOUSE ANALYST TIME

    20–40 hrs

    per deal, and the buyer still finds gaps

    Sources: Axial 2025 Dead Deal Report (106-day exclusivity, blown-deal frequency). QoE pricing reflects typical lower middle market ranges.

    The Market Readiness Assessment

    Where the deal stands today.
    And what closes the gap.

    A complete MRA on every engagement: the current score, the potential score after work, the triage placement, likely buyer profiles, the Pre-Market Work Plan, and EBITDA scenarios across three lenses. Underwriting-grade analysis.

    Triage across your pipeline.

    A comparable readiness score across every deal you're evaluating. Decide where to spend your time with structured data, not memory.

    A prescriptive action plan.

    A specific, sequenced list of what closes the gap from where the deal is to where buyers want it, with score impact and effort estimate on every item.

    Buyer-side credibility.

    Multi-year reconciliation, earnings-quality analysis, and transferability risk, done before the CIM ships.

    An artifact for the owner.

    A clear, readable report that sets seller expectations on terms, timeline, and what readiness requires.

    Valuenest Market Readiness Assessment: Priority Action Items

    Priority Action Items, ranked by score impact and deal risk

    SCALE WITHOUT SCALING THE BENCH

    Your pipeline,
    ranked by market readiness.

    One MRA tells you whether a single deal is real. Score the whole pipeline in parallel and your bench knows where to focus this week, sorted by tier, filterable by score, instead of decided by whichever seller called loudest. Re-score as each deal moves; the ranking updates with the evidence.

    21
    FACTORS SCORED PER DEAL
    5
    READINESS TIERS · 0–100
    Harbor Point
    Dental
    64
    Granite Ridge
    Logistics
    48
    Meridian
    Foods
    48
    Cedarline
    Mfg.
    32
    Oakfield
    Services
    32
    Anchor
    Marine
    16
    The Advisor Advantage

    Give sellers a number
    to move.

    Getting sellers to do prep work is the hardest part of the job. You can ask. You can push. But sellers hear it as friction, or doubt.

    When the score comes back below where it needs to be, the conversation changes. It's not you asking for more documentation. It's the data showing exactly what's holding the deal back. Sellers respond to a score the way they respond to nothing else.

    Every MRA places the deal in one of five tiers, and shows exactly what moves it to the next.

    Score Movement: Lakeside Mechanical

    54
    Balanced
    Current Score
    Verified
    Potential
    69
    Favorable
    With Documentation
    Impaired 0–19
    Constrained 20–39
    Balanced 40–59
    Favorable 60–79
    Premium 80–100

    What moves the score

    Lease assignability confirmation

    Single largest score lever available

    +7 pts

    GM retention agreement (signed)

    Required by every buyer and lender

    +5 pts

    FY2025 tax return filed

    Fastest path to verified Financial Performance

    +3 pts
    Real findings from real deals

    What an MRA surfaces that a seller's books don't.

    Pilot Program · 2025–26

    $1.9M
    unexplained variance

    Between P&L and tax return on a $17M industrial distributor, flagged before listing, reconciled before any lender saw it.

    $2–4M
    hidden enterprise value

    A sister company never mentioned in the CIM, found buried in the tax return.

    1 clause
    non-assignable lease

    A non-assignable clause buried in the lease, surfaced before listing. Landlord comfort letter secured before going to market.

    $148K
    off-books cash payroll

    Contradicted across two sections of the owner's own questionnaire. Tax exposure quantified before a buyer's attorney could find it.

    Early Access Pilot

    Run your next deal through the engine.

    Bring one active sell-side engagement. We'll run a complete Market Readiness Assessment at no charge. Your deal, run on our methodology. Keep the report.

    A complete MRA on your active engagement
    Triage placement plus the Pre-Market Work Plan that moves the deal up a tier
    Every finding backed by cited evidence, defensible to buyers and lenders
    See the sample report

    No credit card. No commitment.