Professional CIMs, financials, and data rooms that get transactions closed.
Dealready Books builds the deal package: the confidential information memorandum, the normalized financials behind it, and the data room that holds up when a buyer, lender, or investor starts asking questions.
Full packages delivered within 10 days.
Starting at $1,500
Every price on the table.
Prepared by Dealready Books
Deals packaged or underwritten
Packages created
Former private equity
Institutional finance and accounting
01Who we work with
One package standard, every side of the transaction.
Prepared by Dealready Books
Business brokers
Listings that go to market with numbers a buyer's accountant can't shake.
M&A advisors
Institutional grade materials without institutional overhead.
Loan brokers
Files that clear underwriting the first time.
SBA advisors
Packages built to SBA documentation standards.
Debt advisors
Debt service coverage and cash flow analysis that hold up in credit committee.
Equity advisors
Raise materials investors take seriously.
Business sellers
Your business, presented the way buyers pay for.
02What we build
One complete package. Every price on the table.
The complete deal package is the CIM plus the financial package behind it. Together they form the data room that holds up when a buyer, lender, or investor starts asking questions. Beyond the package, we also do the work that keeps a deal alive. No quotes, no games: here is exactly what each piece costs.
The CIM
The confidential information memorandum, 15 to 25 pages, written the way buyers and lenders actually read. Includes a buyer FAQ and basic data room assembly: structure, index, and the corporate and operational sections.
$2,000+*
The Financial Package
The adjusted EBITDA recast with every add-back source-referenced, the defensibility memo on what survives scrutiny, financial summary exhibits, and financial data room assembly, indexed and gap-reviewed.
$1,500+*
The Full Package
Best valueEverything in both packages plus the complete data room, assembled end to end. Delivered within 10 days and always priced below the two bought separately.
$2,950+*
Readiness Report
The diligence pass before diligence starts: proof of cash tying deposits to reported revenue, working capital analysis with a suggested peg, payroll reconciliation to filed 941s, concentration and margin trend, and a support binder attaching a source document to every adjustment. Includes drafted responses to buyer and lender questions through diligence. 10% off with the Advisor Retainer.
$6,500+*
Cleanup, Defense, and Deal Admin
Books remediation at $100 an hour, quoted as a fixed block after the free file review. Live defense of the package at $400 an hour when a buyer's accountant or a lender pushes back. Deal admin support from transaction professionals for scheduling, document coordination, and closing.
Billed hourly*
Back Office on Retainer
Ongoing support for advisors with live listings: refreshed financials, buyer qualification summaries, and add-back reviews, co-branded under your firm. Includes 10% off the Readiness Report, 40% off the Advisor CRM, and a free task management system with automations we keep updated. One flat amount, month to month.
$950/mo
Advisor CRM
A white-labeled deal management system run under your brand: pipeline, NDA automation, buyer nurture, data room structure, and an automated weekly report. Ongoing support included. 40% off with the Advisor Retainer.
$175/seat/mo*
Prepared by Dealready Books
* Every fee is flat and never contingent on any outcome. Seller, advisor, or borrower can pay; the price is the same either way. Exact quotes are confirmed in writing at the free 30-minute file review, where every engagement starts.
Book a free file review03How it runs
Three steps from messy file to market.
01
Free file review
Thirty minutes. Send the financials, we tell you whether they can support a package, what needs cleanup, and exactly what it will cost. No charge, no commitment.
02
Build
Our analysts build the recast, the exhibits, and the data room structure. Our writers build the book. Every adjustment gets a source document.
03
Review and deliver
You get the complete package: the CIM, the financials, and the data room, reviewed and ready for market.
04Questions
Asked before, answered here.
Whoever the transaction makes it sensible for. On some deals the seller invests in the package that markets their business; on others the advisor or borrower engages us directly. The deliverable and the price are the same either way.
No, and deliberately. A QoE is the buyer's diligence product. We build the sell side package: the CIM, the recast, and the data room. The Readiness Report gets a file ready for the buyer's QoE before it starts.
Full packages within 10 days.
Common, and it's why the file review is free. We'll quote cleanup as a fixed block of hours before anything else starts, so there are no surprises mid engagement.
Ongoing support on your live listings: refreshed financials, buyer qualification summaries, add-back reviews, and 10% off the Readiness Report. One flat amount, co-branded under your firm.
No. We build and defend the financial package. We are not a broker-dealer, we don't represent buyers or sellers in negotiations, and we don't take success fees. Your deal stays yours.
We build packages that get deals closed.
The file review is free, takes thirty minutes, and comes back with a straight answer and a fixed price.