For Business Brokers

Screen listings before buyers do.

Upload the seller’s documents before a listing goes to market. Surface what a motivated buyer is going to find. Fix what’s fixable. Price what isn’t. Close more deals.

Run First Listing Free → See how it works

$299 per report No subscription No minimum First listing free

Broker economics

Your cost

Per report to Prelim

$299

You charge the seller

Pre-listing diligence screen

$600

Your margin, per listing

+$301

Process

Two minutes, before the listing goes live.

Upload documents. Get the report. Advise the seller on what buyers will find before they find it.

Upload seller documents

P&L statements, CIM draft, lease summary, customer lists, tax returns. Any combination. PDF, CSV, XLS accepted.

Review the red flag report

Full 8-category analysis in under two minutes. Every finding cited to the source document. No generic warnings.

Advise before listing

Fix addressable issues before buyers find them. Price accurately for what can’t be fixed. Go to market prepared.

Report Coverage

8 categories. Every listing.

Every report covers the full risk surface, not just the issues that are easy to find.

Customer Concentration

Revenue from top customers, contract status, churn risk, and what happens when a key account leaves after close.

Revenue Quality

Recurring vs. one-time, add-backs in SDE, TTM anomalies, and whether the financials reflect what transfers.

Owner Dependency

What is tied to this person and what actually transfers when they walk out the door.

Lease & Real Property

Change-of-control clauses, remaining term, landlord consent requirements, rent relative to revenue.

Supplier Concentration

Key supplier dependencies, exclusivity arrangements, and whether those relationships transfer on close.

Legal Exposure

Litigation, regulatory compliance, liens, undisclosed liabilities, and fine print that surfaces in diligence.

Financial Statement Quality

Who prepared them, cash vs. accrual, year-over-year consistency, and margin anomalies.

Working Capital

What is included in the deal price, normalized working capital baseline, seasonality adjustments.

Pricing

One price. No negotiation.

$299 per report. Run one listing or a hundred. No subscription, no minimum, no tiers.

Broker Pricing

$299

per report · no subscription · no minimum

Run First Listing Free

First report on us.
$299 per report after.
No contract.

Complete 8-category red flag report
Every finding cited to your documents
Conversational Q&A on the report
PDF, CSV, XLS and other formats accepted
Results in under two minutes
Bill through to sellers at any margin you choose

Questions

What brokers ask.

Can I bill my clients for this?

Yes. Prelim charges you $299 per report. What you charge your seller is your business. Brokers who include pre-listing screening as part of their listing package typically charge $500 to $750 for it. The spread is yours.

Is there a subscription or minimum commitment?

No. You pay per report. Run it when you need it. There is no monthly fee, no minimum, and no penalty for running one report a month or thirty.

What file types does it accept?

PDF, CSV, XLS, and other common document formats. Scanned PDFs with no selectable text will not work. If you can open the document and it contains real text, Prelim can read it.

How does the first free listing work?

Email [email protected] to get started. We will run your first listing through the full 8-category report at no charge. No credit card required.

Is this a replacement for a quality of earnings audit?

No. It is a pre-listing screen. The step you take before a deal goes to market to find what a motivated buyer is going to flag. It is not a substitute for a CPA’s quality of earnings study or legal review.

Are documents stored after the session?

No. Everything is analyzed in-session only. Document content is not stored after the session ends, not logged, and not used for model training. All requests are encrypted in transit.