MembersBuy or sell a business

The numbers check agent

Revenue tied to the bank, every add-back traced, and profit restated on what the papers support.

What you will build

You attach the seller's documents. Claude lists what you have and what is missing, then does the math in code, never in its head: deposits against booked revenue month by month, revenue against the tax return, bank statements that skip a month, customer concentration. Then every add-back gets traced to real transactions and judged by the rules a buyer's accountant uses, with the bridge from the seller's number to what survives. A screening, not an accountant's opinion, and it says so.

1 step · about 20 min

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Preview step 1

Who this is for

Buyers and searchers with a seller's financials in hand who want to know which numbers hold before they pay for a full Quality of Earnings.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 20 min.

Never used Claude? Set up in 10 minutes

The steps

  1. 1

    Is the seller's profit real?

    Every dollar a seller adds back to profit raises your price by the multiple. Check the dollars.

    20 min

More kits

3 kits shown

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The voice of customer agent

What customers say when you are not in the room.

1 step · about 10 min

A clickable dashboard of what customers love, complain about, find broken and keep asking for, quoted word for word from real reviews, plus the three changes that would stop the most bad reviews. Run it on your own company, a competitor, or one you are about to buy.

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The call insights agent

What to fix, what to say and who sends you work, in your customers' own words.

1 step · about 15 min

Claude reads your recorded customer calls, keeps only what the customer said, and sorts it into five buckets every service business needs: what they asked for, what went wrong, objections and price, praise, and who referred them. Every topic opens to the exact words. Then a Monday check tells you only when customers start saying something new.

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The content agent

Find what your market is asking. Write it. Post it.

1 step · about 15 min

The topics your buyers care about, a post-like-me skill learned from your own LinkedIn posts, and a post ready to publish.

See all kitsStart here: set up ClaudeAbout membership