ANALYZE / DILIGENCE
TURN SELLER CLAIMS INTO VERIFIED EVIDENCE.
Organize financial, operational, customer, legal, tax, employee, technology, and transition questions around the facts that can change price, structure, or the decision to walk.
Diligence is where the story meets the receipts.
Evidence Board // Due Diligence
What Matters Before the Next Move
01Normalize earnings
02Test valuation
03Stress financing
04Find the deal killers
DECISION INTELLIGENCE
Signals That Change the Decision
Workflow // Due Diligence
The Acquisition Workflow
01Fast screen
02Normalize earnings
03Estimate value
04Model capital stack
05Verify evidence
06Structure transaction
Checklist Launch // Due Diligence
Checklist Launch
01Normalize earnings
02Test valuation
03Stress financing
04Find the deal killers
Financing Panel // Due Diligence
Can the Deal Carry the Capital Stack?
Acquisition capital should be evaluated with purchase price, normalized earnings, buyer equity, seller participation, working-capital needs, and debt-service pressure.
01Buyer equity
02Senior acquisition debt
03SBA or conventional pathways where applicable
04Seller financing / seller note
05Working capital and reserves
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.