Upload your actual tax returns and financials. Owner Intelligence reads them, validates earnings quality, flags issues, and generates a 10-section Owner Intelligence Report — the document your advisers need before any conversation begins.
Start with whatever you have. A single year generates a useful report. Three years generates a comprehensive one. All formats accepted — tax returns, P&L, balance sheet.
Ten quick questions the documents cannot answer. This context shapes the intelligence in your report.
This takes 60–90 seconds. Owner Intelligence is extracting your financials and validating your earnings quality.
Here is what Owner Intelligence found in your documents — and what you need to address before any buyer conversation.