Maximize Your Business Sale with Strategic Financial Clarity.
I help business owners clean up their books, uncover valuation gaps, and prepare for a smooth, high-value exit.
Contact KerryTurn financial clarity into leverage at the negotiation table.
The Financial Partner Behind Smooth, Profitable Exits.
I work directly with business owners to clean up financials, align valuation strategy, and navigate the exit process with confidence. Whether you're selling now or planning for the future, I make sure your numbers reflect the full value of what you've built.
Financial Clarity & Control
Audit-ready books and accurate reporting that buyers trust—because clean financials reduce friction and increase confidence during due diligence.
Strategic Growth Positioning
Understand your valuation drivers and position your business for maximum buyer appeal—whether you're looking to exit now or build toward a stronger sale later.
Exit Strategy & Planning
A step-by-step process to get your business buyer-ready, avoid surprises, and make the exit process smoother from start to finish.
M&A & Deal Structuring
From early-stage planning to deal structure and negotiation—I guide you through the sale process with clarity, discretion, and real-world experience.
Who Business Owners Call Before They Sell
Business owners work with me to clean up their financials, build trust with buyers, and set themselves up for a smoother exit. From valuation prep to deal support, I bring structure and clarity to a process that’s often messy and emotional.
“Kerry is very easy to work with and very knowledgeable and helpful. He is reliable and has a great deal of experience. He is always able to provide a solution that works well for my business and offers a very beneficial and affordable service. I highly recommend working with him!”
“We have worked with Kerry for over three years now. Kerry is a total professional with great skills in financial management. Kerry has performed many accounting, financial and book-keeping functions for BellaVita. He works very quickly and accurately. Kerry is someone we relay heavily on and we have total trust in. Kerry provides exceptional service to our business.”
“Kerry Shepherd is so amazing to work with he worked very hard to get all our books caught up for 2016 and he did it very fast! He was available at any time to answer questions, go over every detail that we needed. Kerry has a wealth of knowledge and we will use his services again. We strongly recommend him for all of your accounting needs!”
A Strategic Process to Maximize Business Value Before You Sell
If you want to sell for more, you need more than clean books—you need financials that make sense to buyers and stand up to scrutiny. My process helps business owners streamline reporting, increase profitability, and position themselves for a high-value exit, whether that’s months away or a few years out.
Financial Clarity & Organization
I clean up your books, streamline reporting, and make sure everything is accurate and buyer-ready. Clean financials reduce risk, build trust, and make your business easier to sell.
Profitability & Cash Flow Strategy
We identify where money is leaking, improve margins, and build a stronger cash flow position. Buyers want predictable revenue—and I make sure your numbers reflect that.
Growth & Buyer Positioning
I help frame your business as a valuable, growth-ready asset. That means showing buyers where the opportunity is—and removing the red flags that lower your valuation.
Business Transition & Exit Strategy
When the time is right, I guide you through the financial side of your exit—from readiness and valuation prep to deal structure and closing.
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Have Questions?
We've Got Answers.
I’m not ready to sell yet—should I still work with you?
Yes. The best exits are planned years in advance. Cleaning up your financials, improving margins, and tightening reporting now gives you more leverage—and more options—when it’s time to sell.
My books are a mess. Can you still help?
Absolutely. Most of the business owners I work with start there. I specialize in untangling messy financials and getting things clean, accurate, and easy for buyers to trust.
How do I know what my business is worth?
I’ll run a full valuation based on your financials, industry, and buyer expectations. More importantly, I’ll show you how to improve that number before you go to market.
How long does it take to prepare my business for sale?
The timeline varies based on your financial situation and goals. Some businesses only need a few months of adjustments, while others take a year or more to optimize for a high-value sale. We create a custom roadmap based on your needs.
Do I need a broker, or can I sell my business myself?
A broker can help find buyers, but a strong financial strategy is what ensures you get the best deal. I'll help you structure your financials, present a compelling valuation, and guide you through the sale process—whether you work with a broker or not.
What’s the first step?
Reach out.
Once I review your financials and understand your goals, I’ll map out a clear path to improve your numbers and make sure you're exit-ready—on your terms and timeline.
Maximizing Your Exit Starts With a Conversation.
Whether you're planning to sell in six months or six years, now is the time to clean up your numbers and get your business buyer-ready. I work with a limited number of clients to ensure high-level, personalized support—when you're ready, reach out.
Contact Kerry