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Intake Systems
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Discovery Build — $1,000 →
M&A Broker Seller Readiness Assessment

25% of Deals Fail on Valuation Mismatch. This Catches It at Intake.

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.

25%Deals Fail on Valuation
10Weighted Questions
DealBreakers Caught Early
$0Monthly Tier 1 & 2
100%You Own It
25%Deals Fail on Valuation
10Weighted Questions
DealBreakers Caught Early
$0Monthly Tier 1 & 2
100%You Own It
The Problem

Most Sellers Aren’t Ready to Sell

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.

The System

Catch the Deal-Breakers at Intake

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.

The Math

One Good Engagement Covers Everything

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.

Your M&A Practice
Seller Readiness Index
SELLER PROFILE
SaaS · $2.5M Revenue · CPA Financials
✓ FINANCIALS READY
✓ VALUATION ALIGNED
⚠ MODERATE OWNER DEPENDENCE
Readiness
78 — Qualified
Live Demo — Seller Readiness Assessment

Try It. You’re the Seller.

10 questions. Financial readiness flags. Valuation alignment check. Owner dependence scoring. This is what you review before signing the engagement letter.

Sample M&A Advisory
Seller Readiness Index
Readiness Score
1 of 10
M&A Pricing

One Closed Deal Covers Everything. Forever.

The Page
$1,000
One-time · You own it
  • Full 10-question seller assessment
  • Readiness scoring + deal-breaker flags
  • Valuation alignment check
  • Instant email notification
  • Drops into your existing site
Start with Discovery →
The Platform
$8,000
Setup + $500/mo
  • Everything in The Site
  • Deal room + document vault
  • NDA management + e-signatures
  • Confidential buyer tracking
  • Replaces $500+/mo in tools
Start with Discovery →
The Platform · Tier 3

See What Your Sellers Experience.

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

FAQ

M&A Intake Questions

Does it flag financial readiness?

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.

Does it check valuation alignment?

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.

Does it score owner dependence?

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.

Is this confidential?

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.

Do I own the system?

Yes. Every file delivered. No BizBuySell or DealRoom dependency. Your intake runs on your domain under your brand forever.

Stop Investing 6 Months in Sellers Who Won’t Close

Catch the Deal-Breakers. At Intake.

$1,000 Discovery Build. Live at yourfirm.iecan.io within 7 business days. One closed deal covers the entire system.

Start a $1,000 Discovery Build →Contact IECAN