ANALYZE / SCREEN

KILL BAD DEALS EARLY.

Use purchase economics, earnings quality, concentration, owner dependence, financing feasibility, and obvious risk signals to eliminate weak opportunities before diligence gets expensive.

Screening protects time, attention, and deal discipline.

Run Reality Check Analyze the Deal

Screening Checklist // Deal Screening

What Matters Before the Next Move

01Normalize earnings

02Test valuation

03Stress financing

04Find the deal killers

Run Deal Reality Check

DECISION INTELLIGENCE

Signals That Change the Decision

MOVEDefensible normalized earningsDebt service survives stressValuation logic is coherent

WATCHAggressive add-backsConcentrationWorking-capital surprises

RESOLVEEconomics fail the hurdleKey claims cannot be verifiedCapital stack breaks cash flow

Tool Launch // Deal Screening

Tool Launch

01Normalize earnings

02Test valuation

03Stress financing

04Find the deal killers

Run Deal Reality Check

Workflow // Deal Screening

The Acquisition Workflow

01Fast screen

02Normalize earnings

03Estimate value

04Model capital stack

05Verify evidence

06Structure transaction

THE NEXT MOVE

MOVE THE DEAL FORWARD—OR KILL IT FOR A GOOD REASON.

Use the next layer only when the evidence earns it. Discovery should lead to analysis. Analysis should lead to financing, diligence, structure, or a disciplined no.

Run Reality Check Analyze the Deal