Excel export
Per-statement sheets, subtotals, add-backs, and comments — formatted and ready to send.
Income statementAdd-backsSDE bridge
For business brokers & M&A intermediaries
Tax returns and P&Ls to clean, traceable SDE in minutes.
Upload a seller’s returns and financials. CastBack extracts every line, suggests the add-backs, and computes an SDE you can trace to the exact form, page, and line — in minutes, not a weekend.
No credit card · your first recast in minutes · cancel anytime.
Harbor Point Landscaping
Income statement · FY2021–2023
Line item202120222023
Revenue1,180,4001,342,9001,487,200
Cost of services(412,140)(470,015)(505,648)
Gross profit768,260872,885981,552
Other operating expenses(489,600)(508,400)(514,072)
Net income46,060122,885214,800
Add-backs
Owner comp. & benefitscategory rule
+168,000+172,000+180,000Depreciation & amort.category rule
+47,700+51,200+54,600Owner’s auto & travelAI
+14,200+16,100+18,080SDE278,660364,485467,480
Avg. SDE · FY2021–2023
$370,208
+$252,680add-backs applied
Every figure traces to source
Used by Brokers at
and Independent Brokers
1,247
Recasts processed
~6 hrs
Saved per deal, on average
98%
Line-item accuracy, improving daily
01How it works
From a stack of PDFs to a clean SDE.
A weekend of rekeying becomes four steps — and the engine does the middle two.
1040
1120
1120-S
1065
QB
CastBack
Organized line itemsFY2021–2023
Revenue
Gross receipts1,284,600
Returns & allowances(12,400)
Expenses
Cost of goods sold612,840
Owner comp. & benefits145,000
Add-backs
Owner’s auto + add-back+18,080
SDE · FY2023$467,480
Owner’s auto & travel$18,080
extracted figure · FY2023
traces to
Form 1120 · Schedule 1125-A · p.16
6Other income
8Advertising
9Car and truck expenses18,080
11Contract labor
02Traceability
Every number traces back to the source.
An Excel model is a black box the moment you type a number in. In CastBack, click any figure to open the original return at the exact page it came from.
- Every figure links to the form, page, and line.
- Duplicates and subtotals are detected — never double-counted.
- Returns and financials reconcile in one multi-year view.
03CastBack AI
Add-backs, suggested and explained.
CastBack resolves most add-backs before you lift a finger. For the judgment calls, it suggests, explains, and remembers — learning how your firm recasts.
- 1
Category rules — depreciation, interest, amortization restored automatically.
- 2
Firm priors — learned from how your firm recast past deals.
CastBack AIconfidence 0.94
Add back Owner’s auto & travel — $18,080
Personal-use vehicle expense run through the business — a pattern your firm has added back on every comparable deal.
AcceptReject
Added back on 30 of 30 deals.
Make this an automatic rule for your firm?
Create rule( )
CastBack turned a Saturday of rekeying into fifteen minutes — and every number ties straight back to the return. I haven’t opened a blank recast workbook since.
DR
Dana Reyes
Managing Broker · Meridian Advisors
04Ship it
When the recast is done, it’s done.
No separate deck to build. Send a formatted workbook, or an indicative value range built from the same figures.
Valuation model
Apply an SDE multiple to produce an indicative value range — tied directly to your recast figures, with a full add-back bridge.
SDE multipleEnterprise valueDeal range
05Confidentiality
Your clients’ financials stay confidential.
Tax returns and P&Ls carry sensitive information your sellers trust you with. We handle uploaded documents with the same seriousness you do.
Encrypted end-to-end
TLS 1.2+ in transit, AES-256 at rest. Files run in isolated, single-tenant environments that are torn down after each recast.
Never used to train AI
Your documents produce your recast and nothing else — never added to any model's training data, yours or anyone else's.
Isolated to your account
Your documents and recasts are visible only to you — never shared across accounts or with other CastBack users.
You control retention
Delete any document or recast from your account permanently, at any time.
06FAQ
Questions, answered.
Tax returns (1040 with Schedule C, 1120, 1120-S, 1065), QuickBooks exports, and P&L spreadsheets — however the seller sends them. CastBack reads each page and tags every line with its year and source.
Every figure links straight to the page and line it came from, so you can verify any number in one click. The engine flags duplicates and subtotals so nothing is ever double-counted, and accuracy improves as more deals run through it.
Yes. Documents are encrypted in transit and at rest, processed in isolated, short-lived environments, never used for model training, never shared with third parties, and deletable from your account on demand.
Category add-backs — depreciation, interest, amortization — are restored automatically. Judgment calls are suggested with a plain-language explanation for you to accept or reject, and CastBack learns how your firm recasts over time.
A formatted Excel workbook with per-statement sheets, add-backs, and an SDE bridge — plus an optional indicative valuation from an SDE multiple, with every figure still traceable to the form, page, and line it came from.
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