Due Diligence (Up to 2M)

$6,995.00

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Description

Package 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
  • Phase 2: Financial Verification
    • Time Period of Verification: Year to date and 2 past years
    • Revenue Verification: All Major
    • Expense Verification: Up to 3,000 Banking Transactions
    • Invoice Verification: Up to 500 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
    • Delivery of Phase 4 Due Diligence Report
    • Advisor Meeting: Final Phase 4 Findings Call With Buyer
  • Additional Benefits
    • Priority Turnaround Time: 7-28 Days depending on Seller responsiveness.
    • Rolodex of Recommended Service Providers by request.