Business type, revenue, financial readiness, seller motivation, owner dependence, price expectations, timeline, and market history — scored before the first engagement letter. Stop running comps on sellers who aren’t ready.
Messy financials. Unrealistic valuations. Owner-dependent operations. You discover these deal-killers 60 days into the engagement — after you’ve invested hundreds of hours in comps, marketing, and buyer conversations.
10 weighted questions surface business type, revenue, financial readiness, motivation, owner dependence, price expectations, timeline, market history, buyer preference, and referral source. Ready sellers get your engagement letter. Unready sellers get a preparation roadmap.
A single closed deal with a $3M business at 10% commission = $300K. The Platform costs $8,000. Stop investing 6 months in sellers who were never going to close.
10 questions. Financial readiness flags. Valuation alignment check. Owner dependence scoring. This is what you review before signing the engagement letter.
The intake qualifies them. The platform keeps them. Secure document vault, messaging, scheduling, payments, and e-signatures — all under your practice brand. No third-party login. No "powered by" someone else.
Launch Client Portal Experience →Opens fullscreen · Interactive walkthrough · 2 minutes
Question 3 captures financial record quality directly: CPA-reviewed, self-prepared, inconsistent, or not sale-ready. Messy financials are the #1 reason deals collapse in due diligence — this surfaces it at intake.
Question 6 asks the seller to describe their price expectation: market-based, rough estimate, believes higher than market, or no idea. Valuation mismatch accounts for 25% of failed deals (IBBA) — catching it early saves months.
Question 5 captures owner dependence across four tiers from fully independent to highly dependent. High owner dependence is one of the top three valuation discounts buyers apply.
The demo is a simulation. In production, all submissions are confidential — data flows to your email only. The Platform tier includes NDA management and a confidential deal room.
Yes. Every file delivered. No BizBuySell or DealRoom dependency. Your intake runs on your domain under your brand forever.
$1,000 Discovery Build. Live at yourfirm.iecan.io within 7 business days. One closed deal covers the entire system.