Get Ready for Your Discovery Call

To make our conversation as useful as possible, please watch this short video before your meeting.

What to Have Ready

  1. Accountant-prepared financials or tax returns
    Your last two to three years of tax returns or accountant-prepared financial statements.

  2. Year-to-Date (YTD) Profit & Loss Statements
    A profit and loss statement covering the period from your last fiscal year-end through the most recently closed month.

  3. Your questions
    Reply to your confirmation email with any specific questions you would like us to add to the agenda.

If you don’t have direct access to these documents, simply forward your confirmation email to your accountant or bookkeeper. Sending your documents in advance gives us more context and helps us make your meeting as productive as possible.

Everything You Share Stays Confidential

You should have received a one-way NDA from Breakwater. You do not need to sign it. It is our commitment to protect the information you share before, during, and after the call.

Already Speaking With a Buyer?

  • That’s normal. Many owners who contact us already have interest from one or more buyers.

  • We can discuss how to keep those parties involved while creating enough competitive tension to protect your price and terms.

Still a Few Years From Selling?

  • Then you are ahead of the curve. Most business owners treat exit planning as something they do at the end of their journey. In reality, exit planning can help you build a business that's easier to run and more predictably profitable, making it never too early to start the process

We’ll Introduce You to Exit Audit

Exit Audit is Breakwater’s free 360-degree review of your business. It includes:

  • An estimated valuation range

  • A map of potential buyers

  • Areas where the business could be improved

  • A practical roadmap toward your target exit

Our fees are tied to the final sale price, so our incentives are aligned. If we help you build a more valuable and easier-to-sell business, we both benefit.

What to Expect

  • Your discovery call will take approximately 30 minutes. It is confidential, there is no pressure, and there is nothing to sign.

  • We’ll learn more about what you have built, give you an honest perspective, and explain the next step if we think we can help.

  • Before the call: Reply to your confirmation email with your financials and any questions you would like added to the agenda.