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Exit Desk — Sample Reports

See What the Report Actually Looks Like

Two real Exit Desk reports generated from 26-question intake submissions. Nothing redacted. This is the $499 deliverable.

Every Exit Desk report is generated from your specific inputs — 26 questions across five buyer diligence dimensions. The reports below were generated from fictional but realistic business profiles representing two of the most commonly sold business types in the $1M–$20M range.

Read them the way a buyer would read your business: looking for what the numbers don't show, where the risk concentrates, and whether the revenue survives the founder walking out the door.

Every report includes
  • Buyer's first impression — how a serious acquirer would frame your business internally
  • Seller archetype analysis — what your exit motivation signals to a buyer
  • Buyer-lens positioning memo — how strategics, PE firms, and search funds each read your asset
  • Revenue quality assessment — underwritability, concentration risk, recurring vs. transactional
  • Diligence pressure map — where buyer scrutiny will focus first, ranked
  • Competitive position and AI exposure assessment
  • Structural risk profile across eight dimensions
  • Pre-market action plan — specific actions ranked by valuation impact with timelines
  • Buyer universe analysis — who will actually write a check and why
  • Uncertainty disclosure — what the report cannot assess and why it matters
Trades & Home Services · Phoenix, AZ

Pinnacle HVAC Services

$3M–$7M revenue · $500K–$1M SDE · 22 years operating · 8 certified technicians
From the report — Buyer's First Impression

Pinnacle HVAC Services is a 22-year-old residential and light commercial HVAC operator in Phoenix generating mid-single-digit millions in revenue with $500K–$1M in owner earnings and a stable margin profile. The business has low customer concentration, a fleet of 12 owned vehicles, a team of eight certified technicians, and strong local brand equity evidenced by 340 Google reviews at 4.8 stars. The immediate question is founder dependency: the owner is the operator, the business declines significantly without them, and there is no succession path. This is a well-run owner-operator HVAC shop in a high-growth Sun Belt market that needs to prove it can survive the owner walking away before it can command a serious price.

From the report — Where Buyers Will Push Hardest

Prior offers that did not close will be the third question any serious buyer asks — after "why are you selling?" and "what are the financials?" A buyer who learns there were one to two prior offers will ask why they fell through. If the seller cannot provide a clear, credible answer, the buyer will assume the business failed diligence.

Read the full Pinnacle HVAC report →
Professional Services · Southeast US

Meridian Advisory Group

$3M–$7M revenue · $500K–$1M EBITDA · HR & organizational consulting · 7 FTE + 2 contractors
From the report — Buyer's First Impression

Meridian Advisory Group is a boutique HR and organizational consulting firm with improving margins and two senior consultants with 6+ year tenure carrying the majority of client relationships day-to-day — which is the single most interesting structural feature of this business from an acquisition standpoint. The revenue model's project-heavy composition and the founder's continued operational involvement will require significant diligence before any buyer underwrites this at a premium.

From the report — What to Fix Before You Talk to Anyone

Formalize retention agreements and equity terms for the two senior consultants immediately. These two individuals are the most transferable asset in Meridian Advisory Group. A buyer will not close without confidence that they are staying. A buyer who encounters "we've been talking about equity" during diligence will treat it as an unresolved liability and extract the cost from the purchase price.

Read the full Meridian Advisory report →

These reports were generated from fictional inputs. Your report is generated from your actual 26-question intake — which means every finding, every diligence pressure point, and every pre-market action references your specific business, your specific industry, and your specific answers.

The free diagnostic takes 90 seconds and gives you a scored readiness rating across all five dimensions. The full report is $499 — one flat fee, delivered within 24 hours.

Start with the free assessment. See where you stand before you pay anything.

Check Your Exit Readiness — Free Skip to the full report — $499 →