Before You Buy

Acquisition Due Diligence & Advisory

Decision Confidence for Prospective Buyers

Buying a business is one of the largest financial decisions you’ll make, and the quality of that decision depends on the quality of the information behind it.

Our Business Acquisition Advisory Service helps you understand the financial health of a business before you buy it. We look beyond the seller’s financial statements and apply our knowledge of business financials, operations, and acquisitions, providing the insights you need to make a confident decision.

We often work alongside your attorney, CPA, and/or lender to give the practical financial insights they don’t provide.

Best Fit For

Entrepreneurs who are considering buying an existing business and want an expert to review the financials before they commit. Our advisory services are ideal for anyone who wants to reduce risk and know exactly what they’re buying. We work with:

People buying their first business
Existing business owners acquiring a competitor
Search fund entrepreneurs
Investors

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What’s Included in our Acquisition Advisory Service

Choose Your Level of Acquisition Support

Every Acquisition Advisory Service begins with a strategy consultation to understand the business, the proposed transaction, and your acquisition goals. Each engagement concludes with a live review of our findings and recommendations.

Acquisition Due Diligence Review

Our foundational advisory service. Includes a comprehensive financial review of the business, identify risks and opportunities, evaluate the quality of the financial information, and provide a detailed report with practical recommendations to support your decision. Support Includes:

Opportunity Evaluation

Highlight factors that determine whether the opportunity is worth pursuing.

Due Diligence

Review financial and operational information, identify risks, and prioritize follow-up questions.
One-hour consultation to review our findings and explain seller inquiries/follow-up questions.

Acquisition Due Diligence + Seller Inquiry Support

Everything included in the Financial Due Diligence Review, plus expert guidance through the seller Q&A process. Support includes everything above this plus:

Seller Inquiry Guidance

Develop targeted follow-up questions based on our findings during Due Diligence
Conduct live consultation to interpret and discuss the seller’s responses with you to uncover additional insights into the company’s financial health, operations, sales, systems, and overall business quality

LOI Advisement

Help structure an offer that aligns with the buyer’s goals while protecting your interests

Comprehensive Acquisition Advisory

Our highest level of support. We walk with you for the entire acquisition process. Instead of you relaying information from meetings with the broker or seller, we may join to ask informed financial questions, clarify areas of concern, and then provide real-time guidance to you throughout the due diligence and purchase processes. Support includes everything in the services above plus:

Decision Support

Help you understand the implications of findings and negotiate where appropriate

Closing Support

Coordinate with lenders, attorneys, CPAs, brokers, and other advisors through closing.

Due Diligence Deliverables

Deliverables vary based on industry, entity, and buyer’s preferences, and may include reports and advisement on:

current and historic financial conditions and reliability
profitability analysis
liability and cash flow issue analysis
customer concentration and churn
vendor concentration
employee compensation
leases
debt agreements
payroll costs
AR/AP aging
inventory
cash flow forecasts
inventory of risks

Schedule Advisory Intro Call

Buy with Confidence

Acquisition Due Diligence uncovers answers to important questions like:

Is this business actually as profitable as it looks?
Are there hidden liabilities I’m not seeing?
Will this business generate enough cash flow to support me?
What’s a fair price?
What questions should I ask before I buy?

Acquisition Advisory puts a mergers and acquisitions professional on your side.

Our advisor functions as an extension of your team, participating live in the due diligence process, helping you interpret the information you receive, and providing insights from 26 years’ experience, so you can make substantiated, confident choices.

Book a Discovery Call

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Before You Buy

Acquisition Due Diligence & Advisory

Decision Confidence for Prospective Buyers

Best Fit For

What’s Included in our Acquisition Advisory Service

Choose Your Level of Acquisition Support

Acquisition Due Diligence Review

Acquisition Due Diligence + Seller Inquiry Support

Comprehensive Acquisition Advisory

Due Diligence Deliverables

Buy with Confidence

Acquisition Due Diligence uncovers answers to important questions like:

Acquisition Advisory puts a mergers and acquisitions professional on your side.

Gutsy Money: Your Financial & Business Allies.

...and your boldest visions. Let's strengthen your financial foundation and elevate your wealth, together.

Book a Consultation

Book a Intro Call

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