Step 2: Select a Package:
| Deliverables at Each Due Diligence Phase by Package | Basic $495 Get Get Started | Enhanced $2,995 Get Get Started | Premium $4,995 Get Get Started Schedule a Consultation |
|---|---|---|---|
| Deliverables at Each Due Diligence Phase by Package | Basic $495 Get Get Started | Enhanced $2,995 Get Get Started | Premium $4,995 Get Get Started Schedule a Consultation |
| Deliverables at Each Due Diligence Phase by Package | Enhanced $3,995 Get Get Started | Premium $7,495 Get Get Started Schedule a Consultation | |
| Deliverables at Each Due Diligence Phase by Package | Enhanced Call Call for pricing | Premium Call Call for pricing Call for pricing | |
| Phase 1: Initial Deal Review (Learn more) | |||
| Advisor Call: Project Kick Off With Buyer | - | ||
| Advisor Call: Due Diligence Kick Off With Seller | |||
| Prepare Checklist of Due Diligence Items Needed From Seller | |||
| Non-Legal Letter of Intent Review | - | ||
| Deliver Initial Valuation Report | +$295 | ||
| Turnaround Time of Phase* | 1-3 Business Days | 1-3 Business Days | 1-3 Business Days |
| Phase 2: Financial Verification (Learn more) | |||
| Time Period of Verification | Trailing Twelve Months | Year to date and 2 past years | Year to date and 2 past years |
| Revenue Verification | Up to 3 Sources | All Major | All Major |
| Expense Verification | + $100 Per Source |
Up to 750 Banking Transactions | 750+ Banking Transactions |
| Invoice Verification | Up to 25 Invoices | Up to 100 Invoices | 100+ Invoices |
| Complete Proprietary Financial Risk Assessment | Up to 3 Sources | All Major | All Major |
| Advisor Meeting: Screenshare Call With Seller | |||
| Advisor Meeting: Initial Findings Call With Buyer | - | - | |
| Prepare Seller Q&A Document Based on Initial Findings | |||
| Advisor Meeting: Seller Q&A Call After Initial Findings | - | ||
| Delivery of Phase 2 Due Diligence Report | |||
| Advisor Meeting: Final Phase 2 Findings Call With Buyer | - | - | |
| Turnaround Time of Phase | 2-4 Business Days | 2-4 Business Days | 2-4 Business Days |
| Phase 3: Marketing and Operations Verification (Learn more) | |||
| Time Period of Verification | Trailing Twelve Months | Year to date and 2 past years | Year to date and 2 past years |
| Traffic Verification | Up to 3 Sources | All Major | All Major |
| Complete Proprietary Marketing and Operations Risk Assessment | Up to 3 Marketing Sources | All Major | All Major |
| Basic KPI Calculation and Assessment | - | ||
| Advisor Meeting: Screenshare Call With Seller | |||
| Advisor Meeting: Initial Findings Call With Buyer | - | - | |
| Prepare Seller Q&A Document Based on Initial Findings | |||
| Advisor Meeting: Seller Q&A Call After Initial Findings | - | ||
| Adjust Initial Valuation Based on Findings | - | ||
| Delivery of Phase 3 Due Diligence Report | |||
| Advisor Meeting: Final Phase 3 Findings Call With Buyer | - | ||
| Turnaround Time of Phase | 2-4 Business Days | 2-4 Business Days | 2-4 Business Days |
| Phase 4: Business Specific Risk Analysis (Learn more) | |||
| Custom Root Cause Analysis of Risk or Discrepancies | +$150/Hour | Up to 3 Hours | 3+ Hours |
| Ecommerce Specific Risk Audit | - | Included If Relevant | Included If Relevant |
| SaaS Specific Risk Audit | - | Included If Relevant | Included If Relevant |
| Content Business Specific Risk Audit | - | Included If Relevant | Included If Relevant |
| Service Business Specific Risk Audit | - | Included If Relevant | Included If Relevant |
| Custom KPI Calculation and Assessment | - | - | |
| Delivery of Phase 4 Due Diligence Report | - | ||
| Advisor Meeting: Final Phase 4 Findings Call With Buyer | - | ||
| Turnaround Time of Phase | - | 2-4 Business Days | 2-4 Business Days |
| Phase 5: Growth and Transition (Learn more) | |||
| Non-Legal Asset Purchase Agreement Review | - | - | |
| Advisor Meeting: Growth Opportunity Discovery Call With Seller | - | - | |
| Deliver Transfer and Growth Action Plan | - | +$1000 | |
| Advisor Meeting: Final Growth and Transition Call With Buyer | - | - | |
| Pre-Closing Due Diligence Recheck | - | - | |
| Advisor Meeting: Transfer Guidance Call With Buyer and Seller | - | - | |
| Turnaround Time of Phase | - | - | 2-20 Business Days |
| Value Adds | |||
| Deal Closing Failure Protection No charge for second due diligence within 12 months if first deal fails to close. |
- | +$600 | |
| Bonus: Quick Deal Reviews When Seeking a Deal | - | - | Up to 10 |
| Rolodex of Recommended Service Providers | - | - | |
| Pricing | |||
| 5 Figure Deal | $495 Get Get Started | $2,995 Get Get Started | $4,995 Get Get Started Schedule a Consultation |
| 6 Figure Deal | $495 Get Get Started | $2,995 Get Get Started | $4,995 Get Get Started Schedule a Consultation |
| 7 Figure Deal** | $3,995 Get Get Started | $7,495 Get Get Started Schedule a Consultation | |
| > $5.000.000 Deal** | Call Call for pricing | Call Call for pricing Call for pricing | |
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*Turnaround time assumes a responsive Seller. **Pricing increases with larger, more complex deals to cover additional bank transactions, invoices and custom analysis time required. **Pricing increases with larger, more complex deals to cover additional bank transactions, invoices and custom analysis time required. |
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