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Have a question or want to explore how SellWise can help you exit without giving up your value? Fill out the form and we’ll be in touch within 24 hours.
Sell Your Business Smarter — Without Paying a 10% Broker Fee
SellWise Inc. gives you everything a buyer wants to see — clean financials, a recast P&L, valuation scenarios, and a professional Confidential Information Memorandum. All for a flat fee, with no commission and full control.
100%
Ownership control — no exclusivity, no commissions
$250K+
Typical broker fee avoided per $2.5M exit
14 Days
To receive a full Bank Book, Valuation, and CIM package
A SMARTER EXIT PROCESS
SellWise was created to give business owners more leverage, more clarity, and more control. We help owners understand their valuation, build institutional-grade materials, and explore exit options — recap, minority sale, or full acquisition — on their terms.
Traditional M&A advisors charge massive fees, lock you into long-term contracts, and control the buyer process. At SellWise, we flip the model. You get a clean Bank Book, buyer-ready financials, valuation analysis, and a professional CIM — all for a flat fee, with no commission and no pressure to sell.
We specialize in founder-led companies from startup to $10M+ EBITDA across industries who want strategic liquidity but aren’t ready for an auction process. Whether you’re exploring timing, talking to a buyer, or simply want to know what your business is worth — SellWise equips you with a smarter way to prepare.
Traditional M&A advisors charge massive fees, lock you into long-term contracts, and control the buyer process. At SellWise, we flip the model. You get a clean Bank Book, buyer-ready financials, valuation analysis, and a professional CIM — all for a flat fee, with no commission and no pressure to sell.
We specialize in founder-led companies from startup to $10M+ EBITDA across industries who want strategic liquidity but aren’t ready for an auction process. Whether you’re exploring timing, talking to a buyer, or simply want to know what your business is worth — SellWise equips you with a smarter way to prepare.
Built by Experts,Trusted by Owners
SellWise is a flat-fee M&A implentation platform built specifically for business owners preparing to sell or recapitalize. Our process replaces outdated broker models with modern, investor-grade strategy and materials — without commission or pressure to sell. Founded by advisors with decades of experience leading 8- and 9-figure business sales, our team brings the same financial rigor used in private equity, investment banking, and corporate development. From business valuation reports to exit planning strategy, every SellWise deliverable is designed to help owners attract buyers, negotiate confidently, and understand their true market value — all while keeping full control.
The Broker Model Is Broken
You pay for access to buyers you already know.
Most brokers don’t bring proprietary buyer lists — they reach out to the same private equity firms, strategic acquirers, or even competitors already in your inbox.
Their incentives aren’t aligned with your outcome.
Brokers get paid when a deal closes — not when it’s the right deal, the right buyer, or the right timing. Speed, not quality, drives their compensation.
They control your process — not you.
Once engaged, brokers own the timeline, messaging, and deal strategy. You lose visibility and influence at the most critical point in your company’s life.
Their “valuation” is usually a sales pitch.
Many brokers offer inflated price estimates to win your engagement — not grounded analysis. The reality comes crashing down once buyers push back.
You sign exclusivity and give up leverage.
Broker agreements often lock you in for 6–12 months, limiting your flexibility and leaving you stuck with a conflicted middleman.
You’re left with a giant bill — even if the buyer was your idea.
Brokers still claim full commission, even when the buyer is someone you introduced, or worse, someone already in your network.
Everything You Need to Sell — Without a Broker
Whether you're preparing for a full exit, exploring a potential recap, or just fielding inbound interest, Sellwise gives you everything a buyer wants to see — packaged professionally, delivered fast, and built to impress.
BANK BOOK, RECAST FINANCIALS & QUALITY OF EARNINGS
Clean, normalized P&L with owner add-backs,margins, and summary metrics that buyers expect
CONFIDENTIAL BUSINESS SUMMARY
Executive-ready summary that frames your company clearly for buyers — no banker required and no pressure to sell.
MULTIPLE SCENARIO EXIT VALUATION
Know your market value across strategic buyers, private equity, and internal succession — before you take a call.
HOW SELLWISE WORKS — SIMPLE, STRATEGIC, AND BUILT FOR OWNERS
01
Exit Prep Call & Plan Selection
We listen to your goals and help clarify what a great outcome looks like.You select a plan, pay,we sign and NDA and we provide a checklist of items to begin the process
02
Financial Analysis & Review
We build a customized bank-ready P&L, run valuation scenarios, and prepare a professional summary deck to present to investors
03
Go to Market (or Wait)
You’re ready to run a process — or hold off until the timing is right. You own the materials, and are prepared to sell on your terms. No commissions.
Exit Strategy, Simplified.
Choose a SellWise plan that matches your goals and timeline. Whether you’re a year out or ready now, we’ve got you covered.
Strategic EXIT PLAN
For owners preparing for a potential exit, recap, or bank financing — but not yet going to market, and still weighing timing, valuation, and strategic alternatives.
$15,000
One time flat fee
- Cleaned and investor-style P&L with commentary
- Strategic Exit Options Memo — analyze recap, full sale, MBO, hold
- Comparable Valuation Ranges — industry, size, and margin-based
- Capital Source Mapping — private equity, mezzanine, SBIC, family office
- Red Flag Analysis — identify risks that reduce value or slow deals, and how to fix
- Adjusted EBITDA and key margin/ratio analysis
- 90-min walkthrough advisory call plus an additonal 2 hours of ongogin consultation if needed
POPULAR
Go-To-Market Kit
For owners ready to initiate buyer conversations or investor outreach — without paying commissions, giving up control, or relying on outdated broker templates and vague pricing ranges.
$25,000
One time flat fee
- Everything in Strategic Exit Plan, plus:
- Investor-ready Confidential Information Memorandum (PDF + editable PowerPoint)
- Conifedntial Executive Brief ( Pre NDA teaser)
- Buyer persona map: who’s likely to buy and why
- Quality of earnigns review & analysis
- Positioning analysis: how investors will “bucket” your business
- Investor Q&A cheat sheet (top 20 questions & answers)
- Pre-launch advisory session (2 hrs) with SellWise team
- 4 hours of on-demand one on one advisory time (calls, prep, reviews)
- Roll-forward valuation scenario (if deal launch is 6-12 months out)
COncierge Advisory
For owners who want expert guidance through the full process — from prep to buyer calls — without exclusive contracts, broker fees, or deal pressure from outside advisors.
$50,000
One time flat fee
- Everything in Go-To-Market Kit, plus:
- Live support on investor calls (or shadow/coaching)
- Tailored list of questions to vet potential buyers/investors
- Investor feedback debrief after each conversation
- Scenario planning: multiple process paths w/ pros and cons
- Buyer integration analysis
- Legal prep memo: what documents attorneys will request at LOI stage
- Pre-launch advisory session (4 hrs) with SellWise team
- Deal structure comparison grid (cash vs. earnout, rollover, seller notes)
- Strategic buyer/investor vetting checklist to avoid time-wasters
- Board-level deal advisory without needing a formal board
- 16 hours of on-demand one on one advisory time (calls, prep, reviews) *Additional hours billed at $500/hr
Ready to Sell Smarter? Let’s Build Your Exit Strategy.
Schedule a strategy call or start building your customized SellWise Exit Package today. Whether you’re exploring a partial sale, raising capital, or just want clarity on valuation — we’ll deliver investor-grade insights without pressure, commissions, or confusion.
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Answers for Owners Who Think Ahead
Experienced business owners ask better questions — so we’ve answered them here. From valuation deliverables to how each plan works, these FAQs provide strategic clarity. Still wondering how SellWise fits your goals? Reach out and we’ll walk you through it.
What’s the turnaround time for each SellWise package?
Strategic Exit Plan ($15,000): 7–10 business days after onboarding
Go-To-Market Kit ($25,000): 10–15 business days.
Concierge Advisory ($50,000): 3–4 weeks, depending on complexity
We prioritize accuracy and institutional-grade quality, but rush options are available if you're under a deadline.
Do I need to sell my business to use SellWise?
No. Many owners use SellWise simply to understand their business’s value or prepare for future opportunities. There's no obligation to sell — our deliverables help you gain clarity, improve positioning, or negotiate better outcomes.
Can I use the deliverables with my banker, investor, or CPA?
Yes. Every SellWise package is designed to be used with third parties — whether it’s a buyer, lender, wealth advisor, or deal attorney. Our outputs are clean, objective, and structured to hold up in diligence.
What’s included in the 120, 240, 960 minute advisory call?
Your call is led by a senior advisor and covers financial interpretation, red flags, strategic insights, and next steps. For Strategic and Go-To-Market plans, we also walk you through your capital options and answer investor-readiness questions.
Can you help me talk to investors or strategic buyers?
While SellWise doesn’t act as a broker, the Go-To-Market Kit prepares you for direct outreach. We equip you with an investor-ready CIM, a valuation range, and a clear financial narrative. Some owners engage investors immediately after delivery.
Is there any ongoing commitment or upsell?
No. All SellWise packages are one-time flat fees with no commissions, no retainers, and no pressure. You keep all outputs and are free to use them however you wish — now or later.
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