One platform, start to finish: clear monthly numbers, deals the bank says yes to, less busywork. Automated, human-reviewed.
We built the tools we use with every client. Same software, same advisor, no handoffs.
Regular people buy businesses every day, and banks help them do it. We do the homework on what the business really earns and put the deal together so the bank can say yes.
A live dashboard, a cash flow forecast, and a monthly memo you could hand to a board or a bank. Your bookkeeper keeps the books. We turn them into decisions.
Chasing leads, answering the same questions, filing documents, watching the numbers. We build systems that do the repetitive work: deliverables human-checked, live assistants kept inside approved sources.
Most clients are up and running inside two weeks.
30 minutes
We talk through the business and what you are trying to do. If we are not the right fit, we say so here. No pitch, no obligation.
Week one and two
We connect your tools, run the first analysis, and show you what you are getting. For deals, you get a written memo within 48 hours.
Month to month
Reports come out on a fixed schedule. Deals move when they move. You stay out of the weeds and we send you what you need to act on.
Counted across the systems ClarIQ has built and runs, as of July 2026. Templates and variants count once.
Every model, monitor, and workflow is the same tooling we run with clients. You are not buying advice. You get the machine that produces it, and the person who checks its work.
Every recommendation cites the rule and the numbers that produced it. No black box, no filler. Clear reasoning on every deliverable.
U.S. businesses, roughly $1M to $20M revenue, founder-led, and the buyers about to join them. If you are not a fit, we say so on the first call.
Thirty minutes. You get a straight read on where the platform helps and where it does not.
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