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Rachel Iverson

Bayside Marine Supply · Wholesale Distribution · AK

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Status
In Progress
Assigned Advisor
Derek Ahn
Last Login
3 days ago
Current Valuation
$4.8M
OverviewCourseQ&AReadiness ReportData Room

Overall Readiness Score

Generated Apr 23, 2026 · Weighted across three foundations
65
Readiness Score
Business Foundation
58/100
  • · Operations documentation
  • · Key person dependency
  • · Customer concentration
  • · Financial records quality
  • · Legal structure
Financial Foundation
72/100
  • · Revenue quality
  • · Normalized EBITDA
  • · Add-backs identified
  • · Working capital baseline
  • · Financing history
Personal Foundation
65/100
  • · Post-exit plan clarity
  • · Timeline alignment
  • · Tax planning awareness
  • · Advisor team assembled

Outstanding Items (4)

Document sales SOPs (order intake, quoting, fulfillment)
Source: qa_flag
Operations
HighOpen
Develop customer diversification plan to reduce top-3 concentration below 40%
Source: advisor_note
Revenue
HighIn Progress
Engage M&A attorney for IP assignment review
Source: manual
Legal
MediumOpen
Upload last 3 years of tax returns to Data Room
Source: manual
Financials
MediumOpen