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The Ultimate Checklist to Boost Business Value Before You Exit

Clean Books, Confident Buyers: The Key to a Profitable Exit

Are your financial records helping—or hurting—your business valuation? As you plan your exit strategy, the health of your financials is critical. Investors, buyers, and stakeholders will scrutinize your books, and even small discrepancies can impact the value of your business. That’s why we created this QuickBooks 50-Point Checklist—a comprehensive tool designed to ensure your financial records are clean, accurate, and optimized for success.

This checklist will help you:
  • Identify and fix inconsistencies in your QuickBooks records
  • Ensure your accounts are audit-ready and compliant
  • Showcase a strong financial foundation for potential buyers
  • Save time during the due diligence process
  • Feel confident knowing your financials reflect the true value of your business

Whether you’re months or years away from your exit, this checklist will position you for the highest valuation while safeguarding the legacy you’ve worked so hard to build.

Download Your Free Checklist Now

Set yourself up for a successful exit! Get the QuickBooks 50-Point Checklist today and take a critical first step toward maximizing your business valuation.

Checklist
Why Financial Health Matters for Your Exit Strategy
 

Your financial records are more than just numbers—they’re the story of your business. Clean, well-organized books not only boost buyer confidence but also reduce complications during negotiations and due diligence.

Don’t leave your exit to chance. Download the checklist that’s helped countless entrepreneurs achieve their goals and protect their legacy.

EXCITING EXIT RESULTS 
 

“We are signing documents to close on the sale today. Everyone on The Cash Flow CFO Team has been Fantastic!”

– Dr. Trevor Cates, The Spa Dr

“The Cash Flow CFO has been an invaluable part of our business journey. They helped me gain clarity around exactly what we needed to do to position our company for an acquisition offer. When the time came to sell, we literally couldn’t have done it without the insight and advice of The Cash Flow CFO.”

– Jennifer Orechwa, Projections Inc.

Meet the CEO of The Cash Flow CFO

Andrea Jenson is an entrepreneur, investor and the Founder and CEO of The Cash Flow CFO.  A premier Fractional CFO and Accounting firm dedicated to empowering business owners in their scaling efforts through insightful financial decisions grounded in solid data. As the creator of the Profit Growth Method, Andrea and her team offer a comprehensive strategy designed to bolster business profitability in a holistic and sustainable way.

Celebrated as one of the Top 5 Business Strategists for Scaling a Company in 2023 by both Forbes and Success Magazines, Andrea’s expertise profoundly enhances the financial health of businesses, optimizing cash flow, controlling expenses, and cultivating investment strategies to fuel growth through M&A activities.

 

Outside of her professional achievements, Andrea is a wife and mother, an enthusiastic soccer player, and a passionate volunteer with a deep love for animals. Her multifaceted life enriches her role as an entrepreneur, investor, and visionary, making her insights and leadership uniquely impactful in the business world.