Ledger Lane Advisory
Representative photograph · not an actual listingA monthly bookkeeping firm serving 84 small-business clients on recurring contracts. Team leads manage delivery, and the founder handles onboarding and quarterly reviews. All figures describe an invented operating scenario; no real company, customer accounts or property is offered for sale.
Owner-operated. The fictional owner participates in customer relationships, purchasing and weekly scheduling. Reported SDE includes owner compensation; replacement management is modeled separately.
9 fictional team members support this operation. The owner’s participation is reflected in SDE; a replacement-manager adjustment is included in our financing illustration.
Practice brand, documented workflows, office fixtures and transferable software arrangements. Ordinary operating supplies are included in the asking price. No additional inventory payment is modeled.
An established local reputation supports repeat business. A focused service offering and manageable footprint make day-to-day operations easy to understand. Existing equipment capacity leaves room for measured growth.
Add payroll coordination and fractional-controller packages.
The fictional owner is retiring after building a durable local operation and will provide a 60-day transition.
“I would love to see someone take the next step with what we have built. My fictional accountant says “add-back” is not a synonym for “anything you wish had not happened.””
Avery Bennett (fictional)
A design practice focused on hospitality and independent retail brands. Retainers account for 45% of sales; two senior designers own project delivery and quality control.
A managed-service provider supporting 96 commercial clients with multi-year agreements. A technical director leads service delivery, with standardized security and remote-monitoring processes.
A digital print and signage shop serving local institutions and small retailers. Short-run jobs and installation projects balance the calendar; the owner estimates larger accounts.
