Who We Are: The CPA Experience Behind Deal Ready Advisors

Most advisors show up when you're ready to sell. We built Deal Ready Advisors because we believe that's far too late.

Where Deal Ready Comes From

Deal Ready Advisors was founded by Joe, who spent years as a partner at a CPA firm working with privately held businesses. That work meant living inside companies' financials, tax returns and the decisions behind them, year after year, alongside the owners who built them.

Over that time, Joe saw the same story play out again and again. An owner would decide it was time to sell, bring in a lender, or take on a partner, and only then discover how much work stood between them and a good outcome. Earnings needed to be normalized. Reporting needed to be cleaned up. Too many customers, relationships or decisions ran through the owner. Contracts and documents were scattered. By then, there was little time to fix any of it, and value was left on the table.

What a CPA Partner Learns About Value

Sitting on the financial side of so many businesses teaches you what buyers, partners and lenders actually look for. It is rarely just top-line revenue. They want:

• Clean, reliable financial statements they can trust

• Earnings that hold up once owner-specific expenses are normalized

• A business that doesn't depend entirely on the owner

• Reduced risk from customer concentration, weak systems or staffing gaps

• Organized documentation ready for due diligence

Those lessons became the foundation of the Deal Ready System.

Who We Are Today

Deal Ready Advisors is based in the Greater Philadelphia area and advises businesses nationwide. We work with owners of privately held companies to establish where their business stands today, what it may be worth and what's holding back its value, and then we work with them over time to improve it.

Our six-step process, from Know Your Number through Stay Deal Ready, is built around one simple idea: a business that is more valuable, less dependent on you, financially stronger and better organized is simply a better business to own, whether you ever sell or not.

Joe brings the perspective of someone who has seen hundreds of financial pictures up close and knows what separates a business that is ready from one that is scrambling. That experience is what we put to work for every client.

Want to know where your business stands today? Reach out to Joe at joe@dealreadyadvisors.com or use the contact form at dealreadyadvisors.com, and subscribe to Tuesdays with Joe for weekly advice for small business owners.