- First look
- $750, ready in 3 days
- Full diligence
- From $4,500, flat
- Ready in
- 15 business days
- Includes
- Lender summary
What we check
Five places a deal goes wrong after closing, and what we do about each before you sign.
Revenue that's real
The seller's P&L says one thing. Bank deposits and tax returns say what actually came in.
What we doWe match three years of revenue to deposits and returns, month by month.
Add-backs that hold up
Every listing adds back owner perks and one-time costs. Some are real. Some are wishful.
What we doWe test each add-back and mark it accepted, adjusted, or rejected, with the reason.
Where the money comes from
If a few customers carry the business, that revenue can leave with the seller.
What we doWe break revenue down by customer and show what's recurring and what's one-time.
What you'd inherit
Unpaid sales tax, payroll tax, and open notices can follow the business to you.
What we doWe check filings and balances and list anything the purchase agreement should cover.
What it takes to run
If the seller does three jobs, your first year carries their salary too.
What we doWe set a market wage for the seller's role and show earnings after you replace them.
What you get
Plain English, built to use at the table.
The fine print, up front
Who it's for
Buyers of owner-run businesses doing roughly $500K to $10M in revenue, whether it's your first acquisition or your fifth.
What we need
- Three years of returnsThe seller's business tax returns
- Statements and P&LsBank statements and monthly P&Ls
- Payroll and customersPayroll reports and revenue by customer
Not included
- Reviewing contracts or the purchase agreement. That's your attorney.
- Structuring the deal for taxes. That's your CPA.
- A formal appraisal, certified valuation, audit, or attest engagement
- Negotiating or brokering on your behalf
How it works
Step 1 of 3
Lock in your price
Pick your stage above, then a short form with your deadline.
Step 2 of 3
Share the seller's documents
We send the list. Your date starts when it's in.
Step 3 of 3
Decide with real numbers
Your report, the seller questions, and a walk-through before you sign.
After you close
Start your first month with clean books.
The numbers we verified become your opening books. On a monthly plan you see your new business in the Dash from the first week.
See plansCommon questions
What does it cost?
A first look at a listing is $750. Full diligence is $4,500 when the seller's revenue is under $1M, $6,500 from $1M to $3M, and $9,500 from $3M to $10M. Above that, we quote once we see the document list.
How fast?
A first look is ready in 3 business days. Full diligence is ready about 15 business days after we get the seller's documents. If your deadline is tighter, tell us on the form and we'll confirm before you commit.
Do I need this for an SBA loan?
Some lenders ask for an earnings review on larger deals. Ask yours. Either way, the lender summary is built so you can hand it over as is.
Is this the same as a Quality of Earnings report?
It covers the same ground from the buyer's side: what the business really earns and what could cost you after closing. It isn't an audit, attest engagement, or certified valuation.
What about the seller's privacy?
We sign the seller's NDA, and the documents stay with your deal.
What happens after I close?
Most buyers want clean books from day one. Our monthly plans pick up the month you take over.
Selling instead of buying? See Selling a Business.