Don’t Just Verify the Books. Verify the Business.
Most due diligence firms look backward to tell you if the math adds up. We look forward to tell you if the business will scale. Get the CFO and COO insight you need to close with confidence.
You’ve Seen the CIM.
But Do You Know the Truth?
You are looking at dozens of deals. On paper, they look profitable. The broker’s SDE (Seller Discretionary Earnings) looks healthy. The growth curve is pointing up.
But deep down, you know the reality of "Main Street" business is messy.
Is that revenue growth real, or are they just spending 50% more on ads to buy low-quality customers?
Are those "add-backs" legitimate, or is the owner hiding operational costs?
If the owner leaves, does the entire business walk out the door with them?
The problem isn't just "cooking the books." It’s buying a business that is financially sound but operationally broken. Most buyers don't find the landmines until 90 days after closing.
By then, it’s too late.
Two Ways to Protect Your Investment
We believe you shouldn't spend $30,000 on diligence until you know the deal is real. We’ve structured our services to match where you are in the lifecycle.
1. The Pre-LOI "Red Flag" Report:
Stop wasting time on bad deals. Before you sign the Letter of Intent (LOI) or spend thousands on legal fees, let us perform a 48-hour "Kill Check." We analyze the P&L and operational data provided by the broker to spot the trends they are trying to hide.
The "ROAS" Crash Test: Is revenue growing, or is ad efficiency crashing?
The SDE "BS" Detector: We validate add-backs based on logic, not just broker claims.
The OPTICS Scan: A high-level check for Customer Concentration & Key Person Risk.
Deliverable: A clear "Go / No-Go" PDF Scorecard.
Turnaround: 2-3 Business Days.
Investment: $575
2. The Post-LOI "Deep Dive":
Close the bank loan. Sleep at night. Once you have a signed LOI, we go deep. This is the heavy lifting required for your lender and your peace of mind. We act as your fractional deal team.
Proof of Cash: We reconcile the P&L against bank statements to ensure the money exists.
Accrual Conversion: We rebuild the financials to show the true economic performance of the business.
Net Working Capital (NWC) Peg: We calculate exactly how much cash needs to be in the bank on Day 1.
Operational Risk Matrix: A deep review of the Org Chart, Tech Stack, and Inventory/WIP Analysis.
Deliverable: 25+ Page Quality of Earnings (QoE) & Ops Report + 60-min Strategy Call.
Investment: Starts at $4,000 (Tiered by complexity)
Buy an Asset, Not an Anchor.
The Standard Approach: You sign the deal hoping the broker's numbers hold up. You spend your first 90 days just learning the ropes—figuring out which employees hold the keys to the relationships and uncovering where the cash actually goes. You are reacting to the business, trying to find your footing.
The Pivotal Approach: You walk into closing day with a strategic roadmap. You know exactly which operational levers to pull to drive value on Day 1. You have validated the earnings quality and secured the right working capital to execute your vision. You aren't just stepping in as an owner; you are stepping up as a CEO with a validated plan for growth.
Vetting Packages
Stop Guessing. Start Verifying.
Don't spend legal fees on a bad deal. Choose the right level of rigor for your stage in the acquisition lifecycle.
🚦 1. Pre-LOI "Red Flag" Report
Best for: Buyers who are analyzing a CIM (Confidential Information Memorandum) and want to spot the landmines before signing a Letter of Intent.
We perform a quick deal review on the financial and operational data provided by the broker. We don't just check the math; we check if the growth is expensive, if the margins are bleeding, and if the add-backs are delusional.
Ideal if you:
Have a P&L but no bank statements (and aren't exclusive yet).
Need a "Go / No-Go" decision quickly (3 Business Day Turnaround).
Want to test the "Quality of Revenue" (e.g., Is ROAS crashing? Is customer concentration high?).
Are looking for leverage to negotiate a lower LOI price.
Investment: $575
🔎 2. Post-LOI "Deep Dive"
(aka Quality of Earnings)
Best for: Buyers with a signed LOI who need to secure bank financing and validate the asset before closing.
This is our enhanced version of the industry-standard Quality of Earnings (QoE) report. We perform the full Financial Due Diligence (FDD) your lender expects—reconciling cash and rebuilding the P&L—but we don't stop there. We overlay a COO-level Operational Risk Assessment to ensure the business is actually buildable after you close.
Ideal if you:
Need "Proof of Cash" (Full Bank Statement to P&L Reconciliation).
Need a "Net Working Capital" Peg calculated for your purchase agreement.
Distinguish SDE from EBITDA & Validate Add-Backs (To ensure the valuation is accurate).
Need an operational roadmap (Staffing, Tech Stack, Inventory/WIP analysis).
Investment: Starts at $4,000
(Tiered by Complexity)
Next Steps
Let’s turn your anxiety into authority. Get the answers you need to close—or walk away.
1. Choose Your Level of Rigor
If you are pre-LOI, grab the Red Flag Report for a quick deal review. If you are post-LOI, book a strategy call for the Deep Dive to satisfy your lender.
2. Send Us The Data (Even the Messy Stuff)
Don't worry about formatting. Upload the P&L, the CIM, or the raw Excel files. We ingest the chaos, untangle the broker's "creative accounting," and spot the trends.
3. Get Your Verdict
Within 3 days (Red Flag) or 10 days (Deep Dive), you receive a clear Scorecard. No fluff. Just the financial facts and operational risks you need to make the final decision.
→ Ready to go? Book a free strategy call or Buy the Red Flag Report