Services - Reup Inc

Business Brokerage

ReUp Inc operates as a full-service M&A advisory and business brokerage — representing buyers and sellers across lower-middle market transactions. We combine proprietary deal flow, institutional underwriting discipline, and direct capital access to close transactions at terms that actually make sense.

$40M+Deal Volume

150+Transactions

2–10%Success Fee

90 daysAvg. Close

Sell-Side Representation

Confidential packaging, buyer qualification, and negotiation management from LOI to close — maximizing your exit multiple.

Buy-Side Advisory

Off-market deal sourcing, target screening, financial due diligence, and acquisition financing coordination.

CIM & Deal Packaging

Professionally written Confidential Information Memorandums that present your business in its strongest institutional light.

Buyer Network Access

Direct introductions to our vetted pool of individual buyers, family offices, search funds, and strategic acquirers.

Tax Strategy & Planning

From entity selection at formation to annual planning and IRS representation, our tax team delivers proactive strategy — not just compliance. We work in sync with your business brokerage and investment activities to minimize your effective tax rate at every stage of your ownership lifecycle.

35%+Avg Tax Savings

All EntityTypes Covered

M&AIntegrated Strategy

IRSAudit Defense

Entity Structuring

LLC, S-Corp, C-Corp, and partnership elections analyzed for your tax and exit goals.

Annual Tax Planning

Quarterly reviews, estimated payments, and year-end deferrals — coordinated with your CPA.

M&A Tax Strategy

Asset vs. stock sale analysis, installment sales, and 338(h)(10) elections for your transaction.

IRS Representation

Audit defense, penalty abatement, and IRS correspondence handled by our team.

Accounting & Bookkeeping

Clean books are the foundation of every great deal and every sound business decision. Our accounting team provides month-end close, financial statement preparation, and forward-looking cash flow modeling — giving you a real-time view of your financial position at all times.

MonthlyClose Cycle

GAAPCompliant

P&L / BSReporting

QBOPlatform

Monthly Bookkeeping

Bank reconciliations, transaction categorization, and clean ledger maintenance on QuickBooks Online or Xero.

Financial Statements

GAAP-ready P&L, balance sheet, and cash flow statements prepared and delivered monthly.

Cash Flow Management

13-week rolling cash flow forecasts, burn analysis, and working capital optimization for growth-stage businesses.

Payroll & Compliance

Payroll processing, 1099/W-2 filings, and multi-state compliance so nothing falls through the cracks.

Onboarding & Chart of Accounts Setup

We migrate your books, clean historical data, and establish a chart of accounts aligned with your industry benchmarks.

Monthly Close & Reconciliation

Every account reconciled, every transaction categorized, every statement delivered by the 10th of the following month.

Advisory Review Call

Monthly 30-minute call to walk through your financials, flag anomalies, and align on upcoming decisions.

Investment Advisory

We advise business owners and high-net-worth individuals on deploying capital into alternative assets, private equity, and structured income vehicles. Our investment advisory is built for operators — people who understand risk, demand returns, and have no patience for Wall Street’s one-size-fits-all allocation models.

Alt AssetsSpecialists

PrivateDeal Access

Cash FlowFocused

OperatorFirst Mindset

Portfolio Strategy

Custom allocation plans built around your income needs, tax position, and risk tolerance — not a model portfolio.

Private Equity Access

Co-investment opportunities in lower-middle market operating businesses alongside ReUp’s principal capital.

Real Estate & Notes

Commercial real estate syndications, seller-financed notes, and mortgage-backed positions for passive income.

Wealth Preservation

Trust structures, life insurance strategies, and entity planning to protect and transfer wealth across generations.

Business Valuations

Whether you’re preparing to sell, raising capital, navigating a divorce or partnership dispute, or simply benchmarking your business against the market, you need a valuation you can stand behind. ReUp delivers defensible, methodology-driven valuations for businesses from $500K to $50M+ in enterprise value.

3 MethodsApplied

$500K–$50MValue Range

10–14 daysTurnaround

M&A ReadyReports

SDE & EBITDA Analysis

Owner benefit recasting, add-back normalization, and multiple benchmarking against industry comps for SDE and EBITDA.

Market Comparables

Transaction database analysis across 10,000+ closed deals segmented by industry, geography, and revenue tier.

DCF Modeling

Discounted cash flow analysis with normalized projections for businesses with strong recurring revenue profiles.

Defensible Reports

Structured valuation reports suitable for SBA lending, litigation support, estate planning, and M&A transactions.

Financial Document Review

3 years of P&Ls, tax returns, and balance sheets analyzed and normalized.

Methodology Application

SDE multiple, EBITDA multiple, and DCF applied and reconciled into a value range.

Report Delivery & Review Call

Full written report delivered with a 60-minute walkthrough call to discuss findings and strategy.

Deal Structuring & SBA

The deal structure is where value is won or lost. ReUp’s advisory team architects transactions from the ground up — aligning financing sources, tax implications, risk transfer, and timing into a structure that closes. We have direct relationships with SBA-preferred lenders and non-bank capital providers across the country.

SBA 7(a)Lender Access

$5MMax SBA Loan

SellerFinancing Models

LOI → CloseFull Support

SBA 7(a) Financing

End-to-end SBA loan packaging — from lender selection and PFS preparation to closing coordination.

Seller Financing

Seller note structuring, subordination agreements, and earnout frameworks that bridge valuation gaps.

LOI & Term Sheet

Letter of Intent drafting, negotiation strategy, and term sheet review to protect your position before due diligence.

Due Diligence Management

Organized VDR setup, document checklist management, and third-party coordination through the close.

Structure Design

We map out the capital stack — equity, debt, seller note, earnout — and model each scenario’s returns and risks.

Lender Placement

Submission to 3–5 lenders simultaneously with a professionally packaged loan package to maximize approval odds.

Close Coordination

Attorney coordination, escrow management, and final document review through the signing table.