An independent read on what you're walking into — the people, systems, and risks that don't show up in the P&L. Before you sign.
Order Your Buyer's Brief — $2,000The CIM tells you what the seller wants you to see. This tells you what's actually there — and what changes when they leave.
A second set of experienced eyes on the deal before you commit.
Quickly separate serious opportunities from time-wasters without burning your diligence budget.
Understand the financials and red flags before your lender starts asking.
Institutional-quality deal analysis without building the function internally.
A 10-page PDF covering the operational picture your financial advisors won't give you.
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
Independent research and analysis — not legal advice, a formal QoE audit, or a buy/sell recommendation. It covers the operational ground that formal diligence doesn't — and surfaces the questions you should be asking before you sign.
The stronger your document set, the more definitive the analysis. Here's what to gather before you submit.
Enables full add-back verification, independent SDE confirmation, and a complete risk assessment with no unverified gaps.
Delivers valuation assessment, trend analysis, structural red flags, and seller questions — with explicit notation of any gaps where verification wasn't possible.
Simple intake, fast turnaround.
Upload your documents and share your biggest questions about the deal.
We review your materials, research the industry, and pressure-test the financials — delivered in 48–72 hours.
A 10-page PDF in your inbox, with follow-up support by email or call.
One flat fee. Everything included.
This report provides independent research and analysis to inform your decision. It is not a substitute for legal, accounting, or licensed financial advice. All submitted materials are kept strictly confidential.
The Owner's Brief builds your 90-day integration plan before close — so you're ready on day one. Order both together for $6,500 instead of $7,000.
Inquire About the Brief Package →Most deal analysis comes from advisors who have only seen transactions on paper. This one didn't.
Operations first, integration in the field, then deal evaluation. Every Buyer's Brief is informed by what actually happens after the LOI is signed — not just what was in the CIM.