AskBizDave Transaction Intelligence

Better Intelligence for Buying or Selling a Small Business.

AskBizDave helps DIY business sellers and prospective business buyers make sense of the numbers, organize the transaction, identify risks, and prepare for smarter next steps.

Two Paths. One Transaction Intelligence Platform.

Which Side of the Deal Are You On?

Buying and selling a privately held business can be confusing because the information is rarely presented in a clean, standardized way. AskBizDave is designed to help you organize that information into a practical decision-support process.

Seller Intelligence

For DIY Business Sellers

Understand what your business may be worth, assess how ready it is for market, create professional buyer-facing materials, organize inquiries, compare offers and prepare for due diligence.

Explore Seller Intelligence
Acquisition Intelligence

For Business Buyers

Analyze an acquisition opportunity, normalize earnings, test valuation assumptions, identify risk factors, organize due diligence and better understand the economics before committing capital.

Explore Acquisition Intelligence
#sell
Seller Intelligence

Sell Your Business Yourself — With Better Intelligence, Better Materials and a Better Process.

You may not need someone to take over your entire sale. You may need a professional system that helps you understand value, prepare the business, present it credibly, screen buyer interest and navigate offers.

1. Value

Understand normalized earnings, proposed add-backs, valuation assumptions and an estimated analytical value range.

2. Prepare

Identify owner dependency, customer concentration, documentation gaps and other issues that could concern buyers.

3. Package

Turn raw business information into an anonymous teaser, listing copy and professional confidential sale package.

4. Market

Use a structured DIY process for outreach, inquiry handling, confidentiality and follow-up.

5. Qualify

Organize prospective buyers and assess their timing, experience, financing plan and transaction readiness.

6. Evaluate

Compare offers beyond headline price, including cash at closing, seller financing, earnouts and contingencies.

Who This Is For

Designed for Owners Who Want to Stay in Control.

  • Owners considering a sale now or within the next 12–24 months.
  • Owners who want to sell independently instead of immediately hiring a traditional intermediary.
  • Sellers who want a professional valuation, sale-readiness review or business-sale package.
  • Owners who have already received buyer interest and need help evaluating the opportunity.
  • Sellers who want better organization before entering due diligence.
The objective:

Make a DIY business seller look organized, informed and transaction-ready—without pretending to replace the attorney, CPA or other licensed professionals required in a sale.

Flagship Seller Offer

The Complete DIY Seller System

Starting at $4,995

A structured sell-side package for owners who want to prepare and manage their own business-sale process with professional analytical support and standardized transaction materials.

Talk About Selling My Business

Core Deliverables

  • Business valuation
  • Sale readiness score and improvement plan
  • Anonymous teaser and business-for-sale listing copy
  • CIM-style confidential business overview
  • DIY seller marketing and inquiry toolkit
  • Buyer qualification framework
  • One LOI / offer analysis
  • Seller due-diligence preparation system
OPTIONAL HANDS-ON SELLER SUPPORT

Seller Intelligence – Marketing & LOI to Closing Project Management

Keep running your business. We help keep the sale process moving.

Not every business owner wants to personally manage the day-to-day administrative workload of a sale. This optional Seller Intelligence solution provides hands-on project management and transaction-process coordination for owners who want to remain in control of their sale while freeing up time to concentrate on operating their business.

What We Help Manage

  • Seller-approved marketing and listing coordination
  • Buyer inquiry administration and pipeline tracking
  • Confidentiality and information-release workflow
  • Buyer qualification administration
  • Scheduling, follow-ups and communication coordination
  • Buyer document-request tracking
  • LOI receipt, organization and action-item tracking
  • Transaction milestone and closing-process coordination
  • Seller status reporting and next-action management

You Stay in Control

AskBizDave manages the process and administrative workflow—not the negotiation. You retain control over asking price, buyer selection, disclosures, deal terms, acceptance or rejection of offers, and all substantive transaction decisions.

No negotiations are included in this solution. Questions involving price, counteroffers, concessions, transaction economics, legal terms or other negotiated matters are referred to you and, where appropriate, your attorney, CPA, broker, M&A advisor or other professional.

Starting at $750/month
Designed for the owner who wants support without giving up control.
AskBizDave helps organize and coordinate the marketing-to-closing workflow so you can spend less time managing trackers, inquiries, document requests, scheduling and follow-ups—and more time running the business buyers are evaluating.
#buy
Acquisition Intelligence

Don't Just Buy a Business. Understand What You're Buying.

A listing, broker package or seller presentation tells you the seller's story. Acquisition Intelligence helps you test that story against the numbers, the risks, the assumptions and the transaction terms.

Business Valuation / Price Analysis

Test the asking price against normalized earnings, valuation assumptions and the financial information provided.

Starting at $1,499

Business Acquisition Analysis

Analyze financial performance, normalized earnings, valuation, owner dependency, concentration, risks and key buyer questions.

$495–$1,495

Acquisition Due Diligence

Organize a deeper document-driven review, identify inconsistencies and create a prioritized list of issues and questions.

$995–$2,500+
What We Examine
  • Revenue and earnings trends
  • SDE / EBITDA and proposed add-backs
  • Valuation and asking-price logic
  • Customer and vendor concentration
  • Owner dependency and transferability
  • Working capital and capital expenditure considerations
  • Growth assumptions and downside risks
  • Financing and debt-service implications when inputs are available
  • Missing information and due-diligence priorities
The objective:

Not to simply tell you "buy" or "don't buy," but to help you understand what must be true for the deal to make sense, what could go wrong, and what questions should be answered before you commit more capital.

#valuation
Business Valuation

Understand the Value Before You Make the Next Move.

This 18+ page informational report is designed to help establish an estimated market price for selling a business or supporting internal planning decisions. Our reports are prepared by NACVA certified appraisers.

Starting at $1,499

For Sellers

Receive an 18+ page informational valuation report designed to help establish an estimated market price for selling a business or to support internal planning decisions.

For Buyers

Test whether an asking price appears supportable based on the financial information provided and identify assumptions that deserve further investigation.

What a Valuation Analysis Can Include

  • Financial normalization summary
  • SDE and/or EBITDA analysis where appropriate
  • Review of proposed add-backs
  • Estimated analytical value range
  • Key assumptions and sensitivities
  • Value drivers and risk factors
  • Questions or missing information requiring clarification
  • Recommended next analytical steps
#how
How It Works

A Structured Process From Raw Documents to Useful Intelligence.

AskBizDave combines structured intake, standardized analysis, AI-assisted workflows and human review to turn business information into organized transaction intelligence.

1

Choose Your Path

Select Seller Intelligence, Acquisition Intelligence or Business Valuation.

2

Schedule a Short Introductory Call

Use the seller or buyer Calendly path so we can understand where you are in the transaction and whether one of the services fits.

3

Complete the Relevant Intake

If you move forward, you'll receive the appropriate structured intake and document instructions.

4

Provide Documents Securely

Financial statements, transaction materials and other confidential files should be provided through the designated secure process—not a public web form.

5

Analysis + Human Review

We organize the inputs, apply the relevant analytical workflow and review client-facing deliverables before delivery.

6

Receive Your Deliverables

You receive the reports, issue lists, sale materials or transaction tools included in the service you selected.

#pricing
Services & Starting Prices

Transaction Intelligence Solutions

Choose the level of intelligence and support that fits your side of the transaction. Final scope may vary based on document volume, complexity and transaction stage.

Seller Intelligence

Business Valuation

Starting at $1,499

18+ page informational valuation report prepared by NACVA certified appraisers.

Sale Readiness Analysis

$495+

Readiness score, buyer-risk flags, transferability issues and prioritized pre-sale actions.

Business Sale Package

$995+

Anonymous teaser, listing copy, executive summary and CIM-style confidential overview.

DIY Marketing Kit

Starting at $495

Seller-controlled marketing, inquiry and communication tools for managing the early-stage sale process.

Buyer Qualification

Starting at $195 / buyer

A structured framework for collecting, organizing and comparing prospective buyer information.

LOI / Offer Analysis

$495+

Structured review of major business and economic terms. Negotiation and legal advice are not included.

Seller Due-Diligence Preparation

$995+

Organize diligence materials, document requests, missing items and transaction-readiness workflow.

Complete DIY Seller System

$4,995

Integrated seller system combining valuation, readiness, sale materials, marketing tools, buyer qualification, one LOI analysis and due-diligence preparation.

Marketing & LOI to Closing Project Management

Starting at $750/month

Optional hands-on administrative and transaction-process coordination designed to free up the owner's time so they can concentrate on running the business. No negotiations are included.

Acquisition Intelligence

Business Valuation / Price Analysis

Starting at $1,499

Evaluate business value and provide structured intelligence around the asking price and supplied financial information.

Business Acquisition Analysis

$495–$1,495

Financial performance, normalized earnings, valuation, concentration, owner dependency, risks and buyer questions.

Acquisition Due Diligence

$995–$2,500+

Deeper document-driven review, issue identification and prioritized diligence questions.

LOI / Deal Structure Analysis

Starting at $495

Plain-language analysis of the economics and material business terms of a proposed offer or LOI. Legal review and negotiation are not included.

Acquisition Intelligence Bundle

Custom Pricing

Bundled valuation, acquisition analysis, due diligence and offer/LOI intelligence for a buyer pursuing a specific opportunity.

#about
About AskBizDave

Practical Intelligence for Small-Business Transactions.

AskBizDave was built around a simple idea: entrepreneurs should be able to approach major business decisions with better information, better organization and better questions.

Mission

Help entrepreneurs make more informed decisions when buying, selling and financing privately held businesses.

Approach

Structured intake. Standardized analysis. AI-assisted workflows. Human review. Clear deliverables.

Professional Boundaries

AskBizDave is designed to complement—not replace—attorneys, CPAs, lenders, brokers, M&A advisors and other licensed professionals.

Founder Bio

David Glanville

David Glanville who has a background that spans business & commercial real estate transactions and advisory. He holds an accounting degree from Manhattan University (formerly Manhattan College), completed M&A studies at Kennesaw State University's Michael J. Coles College of Business, and holds credentials as a Certified Mergers & Acquisitions Professional (CM&AP), Certified Mediator, Licensed Real Estate Broker, and Accredited Senior Business Broker. He is also a self published author.

#faq
Frequently Asked Questions

Common Questions From Buyers and Sellers.

Is AskBizDave a business broker?

Seller Intelligence is primarily designed as a DIY seller support and transaction-intelligence service. The exact scope of any engagement should be defined in the applicable agreement.

Can you find a buyer for my business?

The core Seller Intelligence MVP helps you prepare, package and organize your own sale. Buyer sourcing or intermediary services should only be offered where separately stated and legally appropriate.

Do you guarantee my business will sell for the valuation amount?

No. A valuation is an analytical estimate based on available information and assumptions. Actual market outcomes can differ materially.

Can you tell me whether I should buy a business?

Acquisition Intelligence provides analysis and decision support. The final acquisition decision is yours and should incorporate appropriate legal, tax, accounting, financing and industry advice.

How is AI used?

AI may assist with organizing information, analyzing documents, identifying patterns and drafting reports. Client-facing work should follow defined workflows and review procedures.

Do you provide legal or tax advice?

No. Legal and tax matters should be reviewed by qualified attorneys, CPAs and other appropriate professionals.

Start Here

Buying or Selling? Choose the Right Conversation.

For the MVP, AskBizDave uses separate buyer and seller scheduling paths so your first conversation is relevant to the transaction you're working on.

Seller Calendly

Selling a Business? Let's Talk.

Schedule a short seller consultation to discuss valuation, sale readiness, DIY sale materials, buyer qualification, offer analysis or due-diligence preparation.

BOOK SELLER CONSULTATION
Buyer Calendly

Buying a Business? Let's Talk.

Schedule a short buyer consultation to discuss valuation, acquisition analysis, due diligence or deal-structure questions related to a business you're evaluating.

BOOK BUYER CONSULTATION
Confidential information:

Do not send tax returns, bank statements, confidential financials or sensitive transaction documents through a general website form. Those should be handled only through the designated secure process after engagement.