In partnership with Simon Bedard, National Chairman AIBB
From Xero file to Information Memorandum in under an hour.
Valuation, IM, and add-back tooling for Australian SME business brokers.
Built on the methodology in Exit Like an Expert. Not a generic LLM guessing at broker craft.
Xero-connected
OAuth-connected to the seller's Xero file. Pulls 39 endpoints automatically and shapes the data for analysis.
Valuation, IM, Add-backs
One workflow produces all three artefacts with version history and section-by-section regeneration.
Broker-controlled output
Every section editable in the review pass. Your brand. Your voice. Defensible add-backs, supporting transactions cited.
In partnership with
Simon Bedard
National Chairman, Australian Institute of Business Brokers
Founder, Exit Advisory Group
Registered Business Valuer | Licensed Business Broker
Author, Exit Like an Expert
Built on a 20-year methodology, not a generic LLM.
Most AI tools guess at broker methodology. This one is grounded in Simon Bedard's published framework from Exit Like an Expert - the same methodology he applies on live deals at Exit Advisory Group.
Designed for AIBB-aligned brokers transacting in the $1m-$50m EBITDA band. Output is defensible against buyer scrutiny because every figure traces to a Xero source and every adjustment follows Simon's documented heuristics.
A full broker product ladder
From the seller's first inkling of exit to the post-deal earnout. 22 distinct artefacts across pre-sale advisory, transaction prep, and post-exit support - one Xero connection, one workflow, one methodology.
Pre-sale (12-24 months out)
- •Exit Readiness Diagnostic ($0-500)
- •Value Growth Plan ($5-15k)
- •Owner Replacement Plan ($3-5k)
- •Customer Diversification Plan ($3-5k)
- •Working Capital Memo ($2-3k)
- •Industry Benchmark ($2k)
Transaction stage
- •Teaser (pre-NDA, anonymous)
- •Pitch Deck (first-touch, 12-18 slides)
- •Information Memorandum (post-NDA)
- •Business Valuation
- •Add-Back Schedule
- •Vendor Due Diligence Pack ($5-15k)
- •Deal Structure Modelling ($3-5k)
- •Buyer Profile Reports ($1-2k each)
- •Buyer Outreach List ($2-3k)
- •Management Presentation
- •Lender Deck
Post-LOI + ongoing
- •DD Response Drafts ($2-3k)
- •Negotiation Briefing ($2-3k per LOI)
- •Quarterly Pulse ($1-2k/quarter recurring)
- •Earnout Tracking ($1k/quarter)
- •Post-Exit Reinvestment Plan ($2k)
Brokers set their own pricing - these are indicative starting points for the closed beta. Recurring products (Pulse, Earnout Tracking) build real ARR per seller.