Advisory Service

Exit Planning for E‑Commerce Sellers

Thinking about selling your Amazon or e-commerce business? We prepare your financials so buyers see what your business is actually worth. Clean books, normalized earnings, and a clear picture of your true profitability.

20-40%
More at Sale With Prep
80%
Of Listings Never Sell
14+
Years E-Commerce Experience
3-6x
Typical SDE Multiples
The Problem

Your books are built to minimize taxes. Buyers need the opposite.

For years, your accountant has helped you write off everything possible, defer income, and keep your taxable earnings as low as possible. That's smart tax planning.

But when you go to sell, buyers look at those same financials and see a business that barely makes money. The very strategy that saved you on taxes now costs you on valuation.

Exit planning reverses the process. We take your tax-minimized books and recast them to show what your business actually earns, with every owner add-back documented, every personal expense separated, and your true SDE or EBITDA clearly calculated.

What buyers see without preparation

  • Low reported income (because you minimized taxes)
  • Personal expenses mixed with business costs
  • No clear SDE or EBITDA calculation
  • Inconsistent year-over-year reporting
  • Revenue concentrated on one platform or product

Result: Lower offers, longer time on market, or no sale at all.

What We Deliver

Sale-ready financials that maximize your valuation

  • SDE and EBITDA calculations with full documentation
  • Owner add-back identification and evidence (salary, personal expenses, family on payroll)
  • Recast financial statements showing true earning power (3-5 years)
  • Revenue quality analysis: recurring vs. one-time, product concentration, channel mix
  • Working capital analysis for deal structuring
  • Clean financial package ready for brokers, buyers, or QoE analysts
  • Gap analysis with specific recommendations to increase value
  • Canadian tax planning where applicable (LCGE, asset vs. share sale)
Why Us

E-commerce accountants who understand what buyers want

We're not generic exit planners. We specialize in Amazon sellers, Shopify merchants, and multi-channel e-commerce businesses. We understand PPC spend sustainability, FBA fee structures, inventory turns, BSR trends, and how aggregators evaluate businesses.

We also already do the books for many of our exit planning clients, which means zero ramp-up time. No other exit planner knows your financials as well as your bookkeeper.

For Canadian sellers, we bring expertise in Lifetime Capital Gains Exemption planning, HST implications, and cross-border structuring. For international sellers, we understand the same e-commerce metrics and financial normalization that buyers evaluate worldwide.

E-commerce metrics buyers care about

  • SDE adjusted for owner's actual time in the business
  • PPC spend sustainability (organic vs. paid revenue split)
  • Product catalog diversification (not dependent on 1-2 SKUs)
  • Brand Registry and trademark protection status
  • Inventory turnover rates and supplier diversification
  • Net margins after all Amazon/platform fees
  • Owner dependency (can it run with VAs?)
20-40%
Prepared businesses sell for 20-40% more. On a $500K SDE business, the difference between $1.5M and $2.5M+.
How It Works

From first conversation to sale-ready

  1. Free 30-minute call: we talk about your business, your timeline, and what you're hoping to get from a sale. No obligation.
  2. Exit Readiness Assessment: we analyze 3 years of your financials, calculate preliminary SDE/EBITDA, identify add-backs, and score your business across the key areas buyers evaluate.
  3. Gap analysis and recommendations: you get a clear report showing where you stand, what buyers would see today, and exactly what to fix to increase your valuation.
  4. Financial normalization: we recast your financial statements, document every add-back with supporting evidence, and build the financial package brokers and buyers need.
  5. Go-to-market support: we coordinate with your broker, respond to buyer financial questions, and support the due diligence process through closing.
RobMarsha
Rob & Marsha Cosman, CPAWe already know your books. No other exit planner has the financial depth your bookkeeper has.
Transparent Pricing

Published pricing. No "book a call to find out."

Most exit planning firms hide their pricing. We don't. You know what it costs before we start.

Exit Readiness Check-Up
$3,500 - $5,000
One-time. 2-3 weeks.
  • Exit Readiness Scorecard
  • 3-year financial analysis
  • Preliminary SDE/EBITDA calculation
  • Owner add-back identification
  • Revenue quality snapshot
  • Written gap analysis report
  • 1-hour strategy session

For owners thinking about selling in the next 1-10 years.

Get Started
Full Exit Support
$15,000 - $25,000
12-month engagement. Monthly check-ins.
  • Everything in Sale-Ready
  • CIM financial sections
  • Data room preparation
  • Due diligence support
  • Broker and attorney coordination
  • Financial projections (3-5 year)
  • Tax structure advisory

For owners going to market within 12-18 months.

Get Started

All prices in Canadian dollars. Already a JCCA bookkeeping or tax client? Ask about preferred pricing.

Free Tool

Take the Exit Readiness Scorecard

20 questions, 5 minutes. Find out where your business stands across the 6 areas buyers care about most. Instant score and personalized recommendations.

Take the Free Scorecard
Client Results

What our clients say

★★★★★
"Rob and Marsha have been providing tax services for my companies and family for over 4 years. Highly recommend!"
CP
Calvin Parker
Corporate & Personal Client
★★★★★
"What used to take me 6+ hours to piece together, they handle in about an hour. Incredible team."
MT
Mehdi Tihani
Amazon Seller
★★★★★
"They took care of everything - corporate tax, personal tax, GST filing. I just focus on selling now."
AR
Amanda R.
Shopify Seller
Frequently Asked Questions

Common questions about selling your e-commerce business

Seller's Discretionary Earnings (SDE) is the metric buyers use to value owner-operated businesses. It takes your net income and adds back owner salary, personal expenses, one-time costs, and other items to show what the business actually earns. Most Amazon and e-commerce businesses under $1M in earnings are valued as a multiple of SDE, typically 2-4x. Clean SDE documentation is the single biggest factor in your sale price.
Ideally 12-24 months before you want to go to market. The financial cleanup, normalization, and value improvements take time. Starting early means you can actually implement the changes that increase your multiple, not just document what's already there. Even 6 months of preparation is better than going to market unprepared.
Add-backs are legitimate business expenses that wouldn't exist under a new owner. Your salary above market rate, personal vehicle, family members on payroll, one-time legal costs, personal travel charged to the business. These get "added back" to your earnings because a buyer wouldn't have those costs. Properly documented add-backs can increase your SDE by 30-50%, which directly multiplies your sale price.
No. We prepare your financials and coordinate with your broker, but we don't act as a business broker or M&A advisor. We focus on what we're best at: making your numbers bulletproof. We can recommend trusted brokers who specialize in e-commerce businesses if you need one.
The Exit Readiness Check-Up is designed exactly for this situation. It gives you a clear picture of where you stand without any commitment to sell. And here's the thing: every improvement we recommend also makes your business more profitable right now. You win whether you sell in 2 years or 10.
3+ years of consistent revenue growth, 15%+ net margins after all Amazon fees, diversified product catalog (not dependent on 1-2 SKUs), Brand Registry with trademark protection, clean supply chain with backup suppliers, SDE of $200K+ (minimum for most aggregators), and low owner involvement. We assess your business against all of these criteria.
Regular bookkeeping records transactions and minimizes your taxable income. Exit planning does the opposite: it reverses the tax minimization to show what your business actually earns. We recast your financials, document add-backs, calculate SDE/EBITDA, and build the financial narrative that maximizes your sale price. Same data, completely different lens.
We work with e-commerce sellers worldwide. The financial normalization, SDE/EBITDA calculations, and buyer-ready package are the same regardless of where you're based. For Canadian sellers, we add tax-specific planning like Lifetime Capital Gains Exemption (LCGE) optimization and HST structuring.
A QoE is the gold standard of financial due diligence. It evaluates whether your reported earnings accurately reflect sustainable operating performance. Buyers often commission one, but sellers who prepare for it go into negotiations stronger. Our Sale-Ready Financials package gets your books to a level where a QoE analyst can work efficiently, which speeds up the deal and reduces surprises.
No. We work with any e-commerce business owner, whether we do your books or not. Existing bookkeeping clients get preferred pricing because we already know your financials, which saves time on the assessment phase.

Don't leave money on the table

Prepared businesses sell for 20-40% more than unprepared ones. On a $500K SDE business, that's the difference between $1.5M and $2.5M+.