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.