Basic Due Diligence Package

$495.00

Designed for smaller deals (5 figure or low 6 figure). Typically you would choose this package if you want a second set of eyes on a deal. We verify the factual information about the accuracy and health of major revenue accounts from original sources and assess the sustainability of the traffic.

Category:

Description

Deliverables

  • Phase 1: Initial Deal Review
    • Advisor Call: Due Diligence Kick Off With Seller
    • Prepare Checklist of Due Diligence Items Needed From Seller
  • Phase 2: Financial Verification
    • Time Period of Verification: Trailing Twelve Months
    • Revenue Verification: Up to 3 Sources
    • Invoice Verification: Up to 25 Invoices
    • Complete Proprietary Financial Risk Assessment: Up to 3 Sources
    • Advisor Meeting: Screenshare Call With Seller
    • Prepare Seller Q&A Document Based on Initial Findings
    • Delivery of Phase 2 Due Diligence Report
  • Phase 3: Marketing and Operations Verification
    • Time Period of Verification: Trailing Twelve Months
    • Traffic Verification: Up to 3 Sources
    • Complete Proprietary Marketing and Operations Risk Assessment: Up to 3 Marketing Sources
    • Advisor Meeting: Screenshare Call With Seller
    • Prepare Seller Q&A Document Based on Initial Findings
    • Delivery of Phase 3 Due Diligence Report
    • Advisor Meeting: Final Phase 3 Findings Call With Buyer

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