Enhanced Due Diligence Package – 7 Figure

$3,995.00

Designed for buyers of 7 figure deals. Typically you would choose this package when you want the in-depth, premium level of due diligence done for you without the ongoing “hand holding” of a Centurica advisor continuing to guide you after the due diligence report is delivered.

Category:

Description

Deliverables

  • Phase 1: Initial Deal Review
    • 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
  • Phase 2: Financial Verification
    • Time Period of Verification: Year to date and 2 past years
    • Revenue Verification: All Major
    • Expense Verification: Up to 750 Banking Transactions
    • Invoice Verification: Up to 100 Invoices
    • Complete Proprietary Financial Risk Assessment: All Major
    • Advisor Meeting: Screenshare Call With Seller
    • 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
  • Phase 3: Marketing and Operations Verification
    • Time Period of Verification: Year to date and 2 past years
    • Traffic Verification: All Majors
    • Complete Proprietary Marketing and Operations Risk Assessment: All Major
    • Basic KPI Calculation and Assessment
    • Advisor Meeting: Screenshare Call With Seller
    • 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
  • Phase 4: Business Specific Risk Analysis
    • Custom Root Cause Analysis of Risk or Discrepancies: Up to 3 Hours
    • Ecommerce Specific Risk Audit: Included if Relevant
    • SaaS Specific Risk Audit: Included if Relevant
    • Content Business Specific Risk Audit: Included if Relevant
    • Service Business Specific Risk Audit: Included if Relevant
    • Delivery of Phase 4 Due Diligence Report
    • Advisor Meeting: Final Phase 4 Findings Call With Buyer

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