Buying or selling a business? Know what it’s really worth — first.
A deal is the biggest number most people ever negotiate, and most go in blind. IDI gives you an independent, former-CFO read on the numbers, the risks, and the price — so you move from knowledge, not hope.
Tell us which side you’re on, and we’ll take it from there.
For owners ready to exit
I’m selling a business
Get a report that prices and frames your business to attract buyers — and uncovers what may be quietly keeping them away.
See how we help sellers
For first-time & search-fund buyers
I’m buying a business
Get an independent read on a business you’re considering — what it really earns, where the risks hide, and what it’s worth.
See how we help buyers
Independent
We work one side of a deal — never both. No broker’s angle.
Former-CFO judgment
26 years in the numbers, delivered at today’s speed.
Defensible
Every figure ties out. Built to survive the other side’s scrutiny.
Confidential
Your data stays walled. Reports are for named eyes only.
Right now, it’s free.
During our limited introductory launch, your Confidential Intelligence Report is provided at no charge. Everything is strictly confidential. Choose your side above to begin.
For owners ready to exit · Confidential Business Seller Intelligence Report (BSIR)
Listed for months with no offers? There’s usually a reason.
A business that won’t sell is like a house sitting on the market for six months — the problem usually isn’t just the price. It’s how the business is priced, positioned, and framed. Our report finds the gap that’s turning buyers away, and fixes it.
Completely confidential. No one — especially your employees, customers, or competitors — needs to know you’re exploring a sale.
What’s inside your Confidential Business Seller Intelligence Report (BSIR)
Everything a serious buyer needs to say yes — and nothing that scares them off.
Story
Your journey, told right
We capture the origin, the sacrifice, and the culture — the intangibles that make a buyer want this business, not just any cash flow.
Numbers
A defensible earnings picture
Clean, normalized, tied out — the adjusted earnings a buyer’s own accountant will confirm, so your price holds under scrutiny.
Pricing
Priced to attract, not deter
Six valuation methods and a clear asking range, with options to cast a wide net, anchor high, or target a premium buyer.
Candor
Objections, pre-answered
Every business has a soft spot. We surface yours first, with the mitigation attached — so a buyer can’t use it to knock your price down.
How It Works, in brief
Simple, online, on your schedule.
01
Share your story & numbers
A short story interview and your last three years of records — messy is fine, we organize them.
02
We build your report
Our engine does the heavy lifting; a former CFO checks every figure before you see it.
03
Review & finalize
You get a watermarked draft to mark up, one free revision, and the final only on your approval.
Your free, Confidential Intelligence Report
Before we build it — here’s why it’s built around you.
Your Confidential Intelligence Report isn’t a template. It’s built around you — the price you truly need, the timing that fits your life, the legacy you want to leave, and the kind of buyer you’d be proud to hand your business to.
It’s also only as good as what you share. Thorough, candid information gives your report the substance to shine; thin answers leave it worth little. We can’t manufacture data — we work with what you give us. So once you’re in, we’ll guide you through a short, confidential diagnosis, step by step, to capture the full picture.
Everything stays strictly confidential — no one needs to know you’re exploring a sale.
Your Confidential Business Seller Intelligence Report is a serious, multi-page, in-depth analysis — the kind of document a buyer, a lender, and their advisors will scrutinize. It is built for real, operating businesses that are genuine going concerns — companies with a history, customers, and verifiable results.
Because of that, the report rests on real financials: three years of accountant-prepared statements, tax returns, and bank records that reconcile to one another. This isn’t red tape — it’s the very thing that makes your valuation defensible, so a buyer cannot simply argue your price down. A number without evidence behind it is a guess; a number built on verified figures is a position you can hold.
If your business is real and ongoing, you’re exactly who this is for — and we’re glad you’re here.
What’s inside your report
A full 37-page Confidential Business Seller Intelligence Report (BSIR) — every section built from your own numbers. A glance at what you get:
• Executive Valuation Overview
• Your Business’s Story (the human value)
• 3-Year Financial Performance + charts
• Recast P&L & earnings normalization
• Revenue & customer analysis
• Transferable Asset Inventory
• Financial health & balance-sheet ratios
• Six valuation methods, shown with the math
• Sustainability & Scale Recommendations
• Ways to Improve Your Salability
• Ideal-buyer profiling & pricing strategy
• Recommended price range (Base / Core / Premium)
• Valuation narrative & full financial appendices
Colored charts · spreadsheet-grade tables · every figure traced to your data. Larger businesses receive proportionally longer reports (up to 45 pages).
Confidential & discreet
Get Your Free Confidential Intelligence Report
During our introductory launch we’ll produce your full Confidential Business Seller Intelligence Report (BSIR) at no charge. A few essentials first, so we can properly diagnose your business and open the right depth of review for its size. Your inquiry is strictly confidential — no one will know you’re exploring a sale, and we don’t even ask for your business name yet.
Your report is only as sharp as what you share.
The Confidential Intelligence Report we build for you is highly dependent on the information you provide — this is real-world diligence, not a calculator. The fields below are the minimum to begin; the more you can share (your numbers, your story, your documents), the higher the confidence and the more defensible your number. Thin answers yield a thin report; complete answers unlock your full High-Intelligence report.
All fields required unless marked optional.
Why we ask: Every question here has a purpose — to help you see and prove what makes your business worth more. The more you teach us about it, the sharper and more defensible the report we build for you. This isn’t paperwork; it’s preparation.
Free · strictly confidential · takes a few minutes · no obligation · we never ask your business name here.
Based on your answers, we’ll send you the confidential diagnosis scaled to your business — the thorough instrument your full report is built on.
Confidential & discreet. We work by phone and video — no office visits. We represent one side of any deal, never both. Prefer to just email? Write us directly.
Please note: Your information is kept confidential and shared only with named, qualified parties under agreement. The IDI Confidential Intelligence Report is for educational and informational purposes only — an interpretation of the information you provide, not an audit, a formal appraisal, or legal, tax, or financial advice; review it with your own certified advisors before deciding. Introductory pricing note: once the free launch ends, sell-side engagements run at 1% of the deal, split half up front and half from escrow at closing.
For first-time & search-fund buyers · Confidential Business Buyer Intelligence Report (BBIR)
Don’t start a business. Buy one — with your eyes wide open.
You left the corporate world with a nest egg and a plan to own something real. Smart. But the seller’s numbers are the seller’s story. Before you commit your savings, get an independent read on what you’re actually buying.
Completely confidential. Your search stays private — between you and us, no one else.
What your Confidential Business Buyer Intelligence Report (BBIR) tells you
The questions you’d ask if you’d done this a dozen times before.
Earnings
What it really makes
We rebuild the earnings from the ground up — separating owner perks, one-offs, and aggressive add-backs from the cash flow you’ll actually inherit.
Risk
Where the landmines are
Customer concentration, a business that only runs because the owner runs it, undisclosed obligations — the things that turn a “great deal” into a nightmare.
Price
Whether the number holds
Is that “5.5× multiple” on earnings — or on a base that flatters the seller? We show you, and hand you the argument to negotiate down.
Fit
What you’re signing up for
Will the customers, the team, and the culture stay once the founder leaves? We read the human side, because you’re buying a job you’ll own.
How It Works, in brief
Simple, online, on your schedule.
01
Point us at the business
Share the target’s three years of records (usually provided by the seller) — messy is fine.
02
We build your report
Quality-of-earnings, risk, and a six-method valuation — every figure checked by a former CFO.
03
Buy or walk — with facts
During our introductory launch we’ll produce your full Confidential Business Buyer Intelligence Report (BBIR) at no charge. A few essentials first, so we can properly diagnose the opportunity and open the right depth of review for the deal you’re after. Your inquiry is strictly confidential.
Your report is only as sharp as what you share.
The Confidential Intelligence Report we build for you is highly dependent on the information you provide — this is real-world diligence, not a calculator. The fields below are the minimum to begin; the more you can share (your numbers, your story, your documents), the higher the confidence and the more defensible your number. Thin answers yield a thin report; complete answers unlock your full High-Intelligence report.
All fields required unless marked optional.
Free · strictly confidential · takes a few minutes · no obligation · we never ask your business name here.
Based on your answers, we’ll send you the confidential diagnosis scaled to the deal you’re after.
Confidential & discreet. We work by phone and video — no office visits. We represent one side of any deal, never both. Prefer to just email? Write us directly.
Please note: Your information is kept confidential and shared only with named, qualified parties under agreement. The IDI Confidential Intelligence Report is for educational and informational purposes only — an interpretation of the information provided, not an audit, a formal appraisal, or legal, tax, or financial advice; review it with your own certified advisors before deciding. Introductory pricing note: once the free launch ends, buy-side reports are a single upfront fee based on the size of the business.
You’re negotiating the biggest number of your life. Don’t do it blind.
We produce two reports — one for sellers, one for buyers. Each turns scattered numbers and an untold story into a clear, defensible intelligence report you can take to the table. Here is what you get.
For owners selling
Confidential Business Seller Intelligence Report (BSIR)
A professional intelligence report that prices your business to attract buyers, tells the story behind it, names the transferable assets a buyer is really paying for, and answers the hard questions before a buyer can use them against you.
For buyers
Confidential Business Buyer Intelligence Report (BBIR)
An independent read on a business you’re considering — what it truly earns, where the risks hide, what genuinely transfers versus what walks out with the owner, and what it’s actually worth. Built to keep you from overpaying.
Inside every engagement
Far more than a number.
Every engagement is deliberately loaded to be worth well beyond its standard price — easily double once introductory pricing ends. Here is the full stack you receive.
01
A comprehensive analysis
A deep, multi-section intelligence report — not a one-page online calculator — written to a standard most people have never had on their side of the table.
02
Valued six ways
Your business analyzed through every credible method, converging on a defensible price range, with the reasoning shown.
03
Your story, captured
The years, the innovation, the discipline behind the business — the human story a spreadsheet can’t measure and a buyer pays a premium to understand.
04
A transferable-asset inventory
Each asset that transfers named individually, with what it took to build and what it would cost a buyer to replace — the honest case for your price.
05
Risks answered first
Every soft spot surfaced and addressed before the other side can weaponize it — so it informs the price instead of ambushing it.
06
A salability-improvement playbook
Consequential, proven ways to raise your value before or during the sale — stronger financials, more transferable assets, a leaner operation, and above all the cost and margin improvements that flow straight to your price.
07
One free revision
Give us important new information that enhances your profile — a new contract, a stronger month, a newly documented system — and we revise your report once, at no charge.
08
Two private consultations
A private session after you submit your confidential diagnosis to answer your questions up front, and another after your final report is delivered to walk you through it — both scaled to your engagement.
Strictly confidential throughout · the judgment of a former CFO on every page · delivered by phone and video, nationwide.
The math that matters
The report pays for itself in the first negotiation.
Consider what is at stake. On a business worth a couple of million dollars, being priced, positioned, or framed wrong by even ten percent is a swing of hundreds of thousands of dollars — real money that ends up in the wrong pocket. That is the true cost of going in blind.
Against that, the cost of getting it right is small — a modest fraction of the deal, and a fraction of the value a sound report puts back in your hands. When a single insight moves the price your way, the report has already paid for itself many times over. The real question is not whether you can afford it. It is whether you can afford to walk to the table without it.
Right now, your first report is free.
During our limited introductory launch, we provide your full report at no charge. All of the value above — none of the cost. Confidential from the first click.
Who we are · our story & mission
Decades in the numbers — now on your side of the table.
IDI Advisory was born from a hard truth its founder witnessed again and again over a career in corporate finance: when it comes to buying or selling a business, the people with the most at stake are usually the ones with the least protection. A retiring owner who spent decades building something is handed a lowball offer they have no way to evaluate. A first-time buyer risks their life savings on numbers they can’t fully read. We built IDI to close that gap.
This is not a service built on good intentions alone. Our founder spent 26 years in corporate finance and operations — including four years as a Vice President of Finance and Chief Financial Officer — holds an MBA in Finance and Information Technology, and carries the PMP, PMI-ACP, PMI-PBA, and Six Sigma credentials. In plain terms: decades of living inside the numbers, the deals, and the discipline that most business owners and first-time buyers have never had on their side of the table.
We believe the small and mid-sized business market — the tens of thousands of good companies changing hands every year — deserves the same caliber of analysis the largest deals take for granted, at a price that makes sense. A number from an online calculator, or from a broker with a commission to earn, is not intelligence. Real intelligence is knowing what a business is truly worth, why, and how to defend that number — and knowing the story behind the spreadsheet, because a business is built by people, not formulas.
So we do a few things differently. We work one side of any deal — the seller’s or the buyer’s — never both, so our loyalty is never divided. We pair decades of former-CFO judgment with modern analysis tools to deliver reports that are both deeply technical and genuinely readable. And we insist on capturing the human story — the sweat, the innovation, the discipline — because it is the part of a business no spreadsheet can measure and no competitor can copy.
Our mission is straightforward: to give every business owner and every buyer the clear, honest, independent intelligence they need to make the biggest financial decision of their lives from a position of knowledge rather than hope. Whether you are selling the company you built or buying the one that will change your future, we want you to walk to the table knowing exactly what you have, what it’s worth, and how to protect it. That is the whole reason we exist.
— Gideon J. Sipin, Founder, IDI Advisory
How It Works
From a few essentials to a report that prices your business.
Four simple steps — and your inquiry stays strictly confidential the whole way through.
1
A few essentials
Tell us your name, a business email, your industry, size and location — so we can open the right depth of review for your business. We never ask your business name here.
2
Your confidential diagnosis
We send you the confidential diagnosis scaled to your business — the thorough instrument, with your 3-year financials, that the whole report is built on. You can even email us your statements and we’ll enter them for you.
3
We build & verify
We build your report from 700+ of your own datapoints and verify every figure — your deposits against your revenue, your numbers against your statements. Trust, but verify.
4
Your report
You receive your multi-page Confidential Intelligence Report — a defensible recommended price range, built on evidence, plus two private consultations to talk it through.
Why owners trust us
Serious, confidential work — and the rigor to back the number.
“The report showed my business was worth about 40 percent more than the rule-of-thumb number I had in my head.”
“I finally understood what a buyer would actually pay — and why. It wasn’t a guess.”
— Software founder, ~$2M revenue (illustrative)
“They kept everything discreet. No one knew I was even exploring a sale.”
— E-commerce owner, ~$700K revenue (illustrative)
Illustrative examples shown during our introductory launch; real, permission-based client experiences will be shared here (always kept as anonymous as the client wishes).
The rigor behind every report
700+ datapoints captured through one structured, confidential diagnosis before a single figure is analyzed
Every figure verified your deposits tied to your revenue, your numbers to your statements
Six valuation methods shown with the math, converging on a defensible range
Built by a credentialed principal MBA & PMI-PBA, with a C-suite and operating background
Questions & answers
The questions you’re probably asking.
Straight answers to what most people want to know first. Have another question? Email us at support@informeddeal.com.
Who is behind IDI Advisory?
IDI Advisory is led by a former corporate CFO with 26 years in finance and operations, an MBA in Finance and Information Technology, and the PMP, PMI-ACP, PMI-PBA, and Six Sigma credentials. It operates as a division of PMTraining360 LLC, an Alabama company. (See About for the full story.)
Are you legitimate — can I trust you?
Yes. We are a registered U.S. business, and we work only one side of any deal — never both — so our loyalty is never divided. Every figure in our reports ties out and is built to survive the other side’s scrutiny, our disclosures are stated plainly, and we encourage you to review our work with your own certified advisors.
What exactly do you offer?
Two things. For owners selling, a Confidential Business Seller Intelligence Report — a professional intelligence report that prices and frames your business to attract buyers. For buyers, a Confidential Business Buyer Intelligence Report — an independent read on a business you’re considering: what it really earns, where the risks are, and what it’s worth.
How exactly can you help me?
We tell you what a business is truly worth, and why — turning scattered numbers and an untold story into a clear, defensible report you can take to the table. Sellers use it to price right and defend their number; buyers use it to avoid overpaying and negotiate from facts instead of hope.
How much does it cost?
Right now, during our introductory launch, your first report is free. After that, sellers pay 1% of the deal (split half at the start and half from escrow at closing), and buyers pay a single upfront fee based on the size of the business.
Do you have testimonials or social proof?
We are new and building our track record deliberately. During our introductory launch we are providing reports at no cost, and we will feature client results and testimonials — with each client’s permission — as they come in.
How can I reach you?
We serve clients nationwide and work entirely by phone and video — there are no office visits. Our mailing address is a PO Box: PO Box 380181, Birmingham, AL 35238. For privacy and security, we never publish a street address.
Is my information confidential?
Completely. We treat everything you share as strictly confidential, shared only with named, qualified parties under agreement, and we design the whole process around discretion — because we know a seller may not want anyone to know they are exploring a sale.
Do we have to meet in person?
No. Everything is done online, by phone, or by video, wherever you are.
How do I get started?
Click Get Your Free Confidential Intelligence Report, choose whether you are selling or buying, read the short foreword, and either view a sample report or begin the confidential Data Acquisition Diagnosis Instrument. It takes just a few minutes to start.
Contact us
Have a question? We’ll get back to you.
Send us a note below, or reach us directly — whatever’s easiest. Everything is confidential, and we work nationwide by phone and video.
