The Buyer's Brief
Know exactly what you're buying before you sign an LOI.
A comprehensive pre-LOI analysis delivered in 48–72 hours. Built for SMB buyers who need real insight, not a generic checklist.
Order Your Buyer's Brief — $2,000
A comprehensive pre-LOI analysis delivered in 48–72 hours. Built for SMB buyers who need real insight, not a generic checklist.
Order Your Buyer's Brief — $2,000You've found a deal worth taking seriously. Before you spend $8,000+ on a full QoE or lock yourself into an LOI, you need an independent read on whether this business is what it claims to be.
You know the business looks interesting, but you're not sure what you're missing. Get a second set of experienced eyes before you commit.
You're evaluating multiple deals at once. Use this report to quickly separate serious opportunities from time-wasters.
Understand the financials and red flags before your lender starts asking hard questions. Go in prepared.
You're looking at an acquisition opportunity but don't have a dedicated deal team. Get institutional-quality analysis without building the function internally.
A 10-page PDF covering everything that matters at the pre-LOI stage.
Financial analysisRevenue trends, SDE/EBITDA normalization, expense breakdown, working capital
Quality of earnings flagsAdd-back review, customer concentration, revenue consistency, one-time items
Industry & market contextWhere is this industry headed, competitive dynamics, macro tailwinds/headwinds
Operational risk assessmentOwner dependence, key employee risk, systems in place, customer/supplier concentration
Valuation contextIs the multiple reasonable for this industry and deal size? What are comparable deals trading at?
Questions to ask the sellerThe exact questions you should raise before or during LOI negotiations, based on what we found
This report is independent research and analysis — not legal advice, not a formal QoE audit, not a valuation opinion, and not a buy/sell recommendation. It does not replace your attorney, CPA, or SBA lender's formal due diligence. It prepares you for it.
Simple intake, fast turnaround. Submit your deal, get a thorough analysis — and we’re here if you have questions after.
Tell us about the deal, upload your documents (CIM, financials, tax returns — whatever you have), and share your biggest questions and concerns.
We review your materials, research the industry, pressure-test the financials, and build your report. Turnaround is 48–72 hours from confirmed receipt.
A clear, 10-page PDF lands in your inbox. Questions about the findings? We’re happy to walk you through it — by email or a quick call.
One flat fee. Everything included.
This report provides independent research and analysis to inform your diligence process. It is not a substitute for legal, accounting, or licensed financial advice. All submitted materials are kept strictly confidential.
Most deal analysis comes from advisors who have only seen transactions on paper. Every Buyer's Brief is built on a career that went in the opposite direction.
Most advisors arrive at M&A having only seen transactions. This background ran in reverse — operations first, then integration, then deal evaluation — which means every Buyer's Brief is informed by what actually happens after the LOI is signed. That is not a credential. It is a different analytical frame.