Getting Your Financials Ready for a Sale
A foolproof digital course for non-accountant IT business owners that will walk you through every step of getting your financials transaction-ready…
…so you can increase your asking price by 5-7 figures and sell your company for maximum value.
“But, Linda, I’m not an accountant.
I don’t think I have the time or skillset to do this effectively.”
I promise, with this one-of-a-kind course, you can CONFIDENTLY:
WITHOUT being an accountant, and WITHOUT it eating up all your time.
The information and strategies contained in this course are exactly what I teach my sellers as an M&A advisor (and former CPA) who has created well over $150M in enterprise value for my clients.
These sellers have proven many times over that:
- These methods WORK, and
- Any business owner can implement them.
And now, with this course, you can access this valuable information for a tiny fraction of what my clients pay for my advisory services.
Like my sellers, you’ll be surprised how simple and straightforward it can be to implement these lessons and see the payoff!
Through 10 in-depth recorded lessons and exclusive resources, you will:
- Prepare Financials That Sell
- Present your P&L and balance sheet like a pro
- Create Projections
- Skip the struggle – confidently create believable and achievable projections
- Find Hidden Value
- Discover EBITDA adjustments that increase your sale price
- Track Metrics That Matter
- Understand the key numbers you should be tracking now
- Understand the QofE
- Prepare for the lesser-known (but hugely important) quality of earnings report
- Estimate Your Take-Home
- Calculate how much money you will take home after all transaction expenses
- Close the Deal
- Learn how to manage last-minute accruals, expenses, and taxes
…and more!
This digital course is made for you if you:
- Aim to sell your company sometime in the next 3 years (or even if you currently have an offer)
- Are NOT an accountant and are new to preparing financials for M&A
- Want to learn and prepare at your own pace and on your own schedule
- Plan to use OR not use an advisor
- Want to get every penny that your company is worth
- Prefer a low-stress, efficient transaction
- Want to attract high-quality buyers and speak their language
Inside Getting Your Financials Ready for a Sale, you will receive:
- 1
- 10 Expert-Led Lessons Across Three Comprehensive Parts
Straightforward, under-20-minute video lessons walking you through every step of what you need to know and do to get your financials buyer-ready.
- 2
- Handouts, Worksheets, and Checklists
Exclusive resources that provide easy-to-reference information from the course, help you calculate key numbers, and guide you in applying strategies that ensure you don’t leave any money on the table. - 3
- Q&A Vault
The most common questions and answers for every topic. - 4
- 5 Recorded Sprint Sessions
These as your personal fast lane. They’re packed with real examples, clear guidance, and practical walkthroughs that will help you apply what you’ve learned without second-guessing your next move.
Plus, if you enroll now, you will receive:
- 5
- Bonus Module – The Financial Due Diligence Checklist
What happens when buyers put your numbers under a microscope? This bonus module walks through the due diligence process so you can anticipate every request and strengthen your financial presentation before negotiations begin.
A closer look at the value of this course:
- $
- By uncovering just one EBITDA normalization using my process, you will likely pay for this course multiple times over. In reality, most find a dozen that end up adding 5-7 figures to their asking price!
- $
- By understanding the ins and outs of your financials and presenting them properly, you will attract the best buyers and have a stronger negotiating position.
- $
- Maximize your final payout by understanding and optimizing net working capital (NWC) – many sellers leave too much money in the business at close!
- $
- Learn how to structure your financials to avoid unexpected tax liabilities that reduce your payout.
“I had an offer, but I’m declining it due to what I’ve learned here.
I would have left roughly $400k-$500k on the table had I taken the offer without going through just the first part of the course.”
“I highly recommend Linda’s courses to anyone thinking about going through the M&A process. She does a great job breaking the details into easy-to-understand lessons. I listened to other books as well, but Linda’s courses provided more of what we needed to really be prepared.”
I get it…you’re thinking of all the reasons this course might not be right for you.
So, let me answer some of the most common questions and concerns:
“I’m not numbers-savvy—and I don’t have a Controller or CFO.”
This course was built specifically for CEOs like you. You don’t need a finance degree to follow along. Every concept is explained in clear, simple language, and if you do need outside help, we show you how to bring in the right support without tipping off your team or overspending.
“I don’t have time for a course right now.”
We get it. That’s why this course is designed for busy CEOs. Watch at your own pace, revisit lessons as needed, and get two full years of access. We even include live Q&A support over six weeks to keep you moving forward, without overwhelming your calendar.
“My business isn’t profitable enough to think about selling yet.”
Even better. The sooner you start preparing, the more value you can build. This course will help you clean up your numbers, uncover hidden earnings, and show the story behind your financials, even before you’re ready to sell.
“I’m not planning to sell for a couple of years.”
Perfect. The companies that get the best outcomes start preparing 2-3 years in advance. This is your roadmap to a smoother, more lucrative exit when the time is right.
“Our financials are already GAAP-compliant.”
Great start, but GAAP compliance is just the beginning. Buyers will scrutinize how your EBITDA is normalized, how your revenue is broken out, and how you track key metrics. We cover all of that and more.
“Will preparing early cause someone on my team to find out I’m planning to sell?”
Your secret is safe. We show you exactly how to gather the data you’ll need without raising suspicions. In fact, we’ve included methods to gradually involve only the right people, only when necessary.
Plus, you’ll be backed by a Risk-Free 10-Day Guarantee
Like any savvy business owner, I know you want to make sure your investment is worth it. So would I!
Therefore, I am giving you 10 days to review the contents of the course (minus the bonus module), and if you are not satisfied that this will provide a positive ROI on your investment, you will receive 100% of your money back, guaranteed.
That’s how confident I am that discovering just one new normalization adjustment will pay for this entire course multiple times over.
But if you don’t feel totally confident that this course will successfully help you prepare your financials for a sale, then simply reach out to us within 10 days of purchase and show us that you’ve put in the work, and we’ll refund your investment. Full details here.
About Your Instructor: Linda Rose
I probably started out just like you…building a business from scratch, piece by piece. Eventually, I realized I’d created something valuable: a thriving company, a great team, and loyal clients.
But after years as an owner, there comes a time when you start thinking of selling.
I ended up selling three of my own companies – one for 100% cash while being able to exit just 45 days after closing. Today, as a sell-side M&A advisor, I’ve helped tech companies from $1M to $80M get acquired without chaos, confidentiality breaches, or leaving money on the table.
Through all of this, I’ve learned just how many costly mistakes owners make when they don’t know how to present their financials the right way.
That’s why I created this course.
I work with owners every day to prepare bulletproof financials, build smart data rooms,
and find high-fit buyers, because I’ve seen how a few simple shifts can add 6-7 figures to a sale.
Now, I’ve taken everything I’ve learned about M&A financials as a CEO, CPA, author, educator, and M&A advisor and distilled it into simple, actionable steps in my course: Getting Your Financials Ready for a Sale.
It’s built for owners like you – no accounting degree required, just a little bit of time and a desire to get every dollar that your company is worth.
So, join me. And let’s make sure that, after years of hard work, you get the exit you deserve.