Premium Due Diligence 7 Figure Package

$7,495.00

Designed for low to mid 7 figure deals. Typically you would choose this package when you want the premium level due diligence service plus an advisor who will identify growth opportunities and support you all the way until the first month after takeover.

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 2,000 Banking Transactions
    • Invoice Verification: Up to 400 Invoices
    • Complete Proprietary Financial Risk Assessment: 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
  • 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
    • 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
  • Phase 4: Business Specific Risk Analysis
    • Custom Root Cause Analysis of Risk or Discrepancies: Up to 8 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
    • Custom KPI Calculation and Assessment
    • Delivery of Phase 4 Due Diligence Report
    • Advisor Meeting: Final Phase 4 Findings Call With Buyer