Premium Due Diligence Deposit (1m)

$499.00

Designed for new and experienced buyers of businesses up to $1M who want the best, most comprehensive service and are still searching for a deal.

Category:

Description

Terms of Package

  • $499 (10%) Deposit covers “Phase 0” Deliverables
  • Once you get an accepted offer and begin Due Diligence, the remaining $4,495 (90%) is due.

Deliverables

  • Phase 0: The Search
    • Advisor Call: 60-90 Minute Coaching Call to Help You Be Fully Prepared to Find a Deal and Make an Offer
    • Up to 10 Deal Review and/or Coaching Calls (15 Minutes Each)
  • 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
  • Phase 2: Financial Verification
    • Time Period of Verification: Year to date and 2 past years
    • Revenue Verification: All Major
    • Expense Verification: Up to 1500 Banking Transactions
    • Invoice Verification: Up to 250 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 5 Hours
    • Ecommerce Specific Risk Audit. Advanced accrual based inventory and COGS analysis. Included if Relevant
    • SaaS Specific Risk Audit. Advanced churn and customer concentration analysis. Included if Relevant
    • Content Business Specific Risk Audit. Advanced backlink and content audit. Included if Relevant
    • Service Business Specific Risk Audit. Advanced customer concentration and team analysis. Included if Relevant
    • Custom KPI Calculation and Assessment
    • Future Cash Flow Projections
    • Growth Opportunity Plan
    • Delivery of Phase 4 Due Diligence Report
    • Advisor Meeting: Final Phase 4 Findings Call With Buyer
  • Additional Benefits
    • 1 Year Deal Closing Failure Protection. If the first deal fails to close we will work with you on your next deal if within a year of purchase of service.
    • Comp Based Valuation Guidance.
    • Priority Turnaround Time: 7-28 Days depending on Seller responsiveness.
    • Rolodex of Recommended Service Providers by request.