Mission Dent Repair

Frank & Rosa Ortiz · paintless dent repair · record started November 2026

Target hand-over June 2028 19 months to go

1 · PlanBuilding the record (now)
2 · SellShare it with a buyer or lender
3 · Transfer12 months after closing

How the business earns

Confirmed from the bank

Read-only connection to the operating account · Nov 2025 to Oct 2026, compared with the 12 months before · updated Oct 31

$544,500deposits, last 12 months (up 5%)

88%of deposits tied to a named customer

61%of customer revenue from the top 5

20 of 22of last year's customers still pay

Customer	Last 12 mo	Year before	Months paid	Who services it Seller-reported
Bayside Motors	$96,400	$91,200	12 of 12	Marco at risk if he leaves
Coastline Rentals	$71,200	$64,800	12 of 12	Marco at risk if he leaves
Peninsula Auto Group	$54,900	$55,300	11 of 12	Frank
Oakland Fleet Rental	$38,100	$47,600	10 of 12	Marco at risk if he leaves
Mission Hills Imports	$31,700	$29,900	12 of 12	Frank
Delta Leasing	$22,400	$18,100	9 of 12	Frank
Sunset Body Shop	$17,800	$21,000	8 of 12	Marco
Bay Bridge Auto Auction	$14,200	new	6 of 12	Frank
16 more customers	$132,500
Card and other deposits not tied to a customer	$65,300

One person holds a lot of the customers

Marco services 4 accounts, including 3 of your top 5. Together they are 47% of the revenue tied to a customer. A buyer will ask about this early.

From bank deposits and your own entries for "who services it." Soothfast doesn't recommend what to do about it; that's a conversation for you and your advisor.

What only you know

Owner's account · you approve

Rosa: scheduling and invoicing	3 of 5 conversations	Continue
Frank: customer relationships	2 of 6 accounts	Continue
Marco: how jobs get done	Waiting for Marco's consent	Invited

Bayside MotorsApproved by Frank

Who to call: Dana, used-car manager. Text first; she rarely answers calls before noon.
Promises: Same-week turnaround on lease returns. Price list fixed through 2026.
Would leave if: Lease returns sit on the lot for more than a week.
Frank's advice: Marco does the work, but Dana calls Frank when something goes wrong. Introduce the new owner in person.

This month

Ask Bayside Motors to list Mission Dent Repair, not you personally, as their approved vendor. Customers
Finish Rosa's invoicing conversation. Two questions left. Systems
Talk with your advisor about the accounts Marco services. People

Five areas

Confirmed steps, not scores.

Customersmeasured

Suppliers2 of 6

People1 of 4

Systems4 of 9

Rules of the trade1 of 4

Your monthly update

Good morning, Frank. Your record is up to date through October. Two small steps this month, whenever suits you: finish Rosa's invoicing notes, and ask Bayside Motors to list the business as their vendor.

By text (you opted in) with an email copy, once a month.

Share your record

Nobody sees it until you share. Each share goes to one named person, expires after 90 days unless you change it, and can be revoked at any time. Every number keeps its source label.

What this record can't tell you

Who paid by card. $65,300 came through the card processor and in cash without a customer name.
Why Oakland Fleet Rental is down 20%. Frank's note: "their fleet got smaller."
What the business is worth. Soothfast never values it.

Your own record, in a few weeks.

Connect your bank, set your target date, and start the first conversation.

Start your record See the handoff stage after a sale