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Before You Buy

Acquisition Due Diligence & Advisory

Decision Confidence for Prospective Buyers

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
Book Discovery Call

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. We perform 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.

Acquisition Due Diligence + Seller Inquiry Support

Everything included in the Financial Due Diligence Review, plus expert guidance through the seller Q&A process. We’ll develop targeted follow-up questions based on our findings, then help you interpret the seller’s responses to uncover additional insights into the company’s financial health, operations, sales, systems, and overall business quality.

Acquisition Advisory

Our highest level of support. Everything included above, plus we join meetings with you and the seller to ask informed financial questions, clarify areas of concern, and provide real-time guidance throughout the due diligence process.

Acquisition Advisory 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

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

Gutsy Money: Your Financial & Business Allies.

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