Advisor Demo
Lead Dashboard
Sample data for demonstration purposes only.
Assessments completed
9
Review requests
5 / 9
Average Sellability Score
66
| Date | Industry | Revenue | Score | Timeline | Contact | Top Risk | Top Opportunity |
|---|---|---|---|---|---|---|---|
| 2025-03-04 | Manufacturing | $5M – $10M | 78 | 1 year | Requested | Owner dependence | Build second-in-command |
| 2025-03-04 | Professional Services | $1M – $2.5M | 64 | 2–3 years | — | Customer concentration | Diversify customer base |
| 2025-03-03 | Healthcare | $2.5M – $5M | 82 | Now | Requested | Documentation gaps | Document SOPs |
| 2025-03-03 | Construction / Trades | $1M – $2.5M | 47 | 5+ years | — | Messy financials | Engage CPA for reviewed statements |
| 2025-03-02 | Technology / SaaS | $2.5M – $5M | 88 | 1 year | Requested | Key employee retention | Lock in stay bonuses |
| 2025-03-02 | Retail / E-commerce | $500K – $1M | 39 | Not sure | — | Declining revenue | Stabilize before going to market |
| 2025-03-01 | Logistics / Distribution | $10M – $25M | 71 | 2–3 years | Requested | Vendor concentration | Diversify supplier base |
| 2025-02-28 | Restaurant / Hospitality | $1M – $2.5M | 52 | 1 year | — | Owner dependence | Hire general manager |
| 2025-02-27 | Real Estate Services | $2.5M – $5M | 69 | 2–3 years | Requested | Recurring revenue gap | Add retainer model |