14 practical templates M&A advisors would build for you at $30K.
An M&A advisor engagement to prepare your business for sale runs $30,000 to $100,000 in retainer. Their first three deliverables are variations of these templates. This is what they would hand you in month one.
Fill in the numbers for your business. Identify $30K to $200K in legitimate EBITDA add-backs your CPA missed. Restructure how you present revenue to move the multiple. Build the diligence data room before diligence starts. All without the $30K retainer.
$497 · Lifetime access · Instant download
Get the Toolkit → Free Scorecard FirstFourteen templates covering the highest-leverage exit-prep tasks. Each fills in with your business numbers. Each maps to a specific multiple-improvement lever.
Five-sheet workbook. Log, categorize, and defend every add-back. The tool M&A advisors bill $500/hr to build custom.
Top-customer concentration math + diversification tracking. Buyers price concentration risk into every offer.
NRR, GRR, CAC payback, gross margin trend, Rule of 40. Package the metrics buyers actually score on.
Draft your own CIM so the M&A advisor's version follows your framing. Advisors bill $10K+ to write these.
Week-by-week execution plan. Break the "I AM the business" trap that costs founders 40-60% of their multiple.
The data room folder structure and completeness checklist. Diligence becomes fetching, not scrambling.
The 60-page condensed framework — buyer types, multiples, revenue mix, documentation premium. Different from the CIO's Exit Playbook.
How to use the Toolkit. Which templates to prioritize based on your specific gap and timeline.
Plus six additional operational templates and reference documents — full inventory delivered on purchase.
Most exit-prep resources are either books (theory without tools) or M&A advisor engagements ($30K+ retainer for a small business owner who doesn't need the full service). There's nothing in between.
The Toolkit is the in-between. Templates an active buyer wishes every seller had already filled in before we started talking. Frameworks that come out of every M&A engagement but shouldn't require an engagement to access.
For founders 12-24 months from selling: the Toolkit gives you the specific instruments to close the value-visibility gap without waiting until you can afford (or can't avoid) an M&A advisor.
Total value if hired out: roughly $5,000 in packaged expertise. Priced at $497 because founders who buy the Toolkit are the same ones who don't have $30K to spend on an M&A advisor yet.
Use the Toolkit for 60 days. If you complete at least two of the templates with your actual business numbers and they don't help you identify at least $30,000 in legitimate EBITDA add-backs OR a clear multiple-improvement move, email me and I'll refund your $497.
What "complete the work" means. Refund requests need documentation showing you actually used the templates:
Timeline. Requests must be submitted within 60 days of purchase. Qualifying refunds are processed within 5 business days.
Sole discretion clause. Wolfspire Solutions reserves sole discretion in determining whether documentation meets the requirements above. Refunds are one per customer across all Wolfspire products (bundle purchase counts as one). Not honored for customers who have publicly reviewed the product prior to requesting refund, or for customers with a documented history of refund requests across multiple digital products.
The Sale-Ready Toolkit ($497) — 14 practical templates you fill in with your business numbers. Immediate execution.
The CIO's Exit Playbook ($797) — 17 chapters explaining what buyers pay for, the 2.7-3x SBA-funded market anchor, and the full exit framework. Plus the Notion companion workspace that turns the book into an operating system.
Separately: $1,294. Bundle: $997. Save $297 and get the templates alongside the framework that explains why they matter.
An M&A advisor engagement to prepare your business for sale starts at $30,000. Their first three deliverables are variations of these templates. Get the templates now. Hire the advisor later if you still need to.
$497 · Instant download · Lifetime access
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