PRODUCT / SERVICE
Diligence
Buyer's Brief - Pre-LOI Diligence
I offer independent Buyer's Briefs for SMB buyers evaluating acquisitions before signing an LOI.
What you get: A 10-page PDF covering the things that matter most at the pre-LOI stage:
Financial analysis — revenue trends, SDE/EBITDA normalization, expense breakdown
Quality of earnings flags — add-back review, customer concentration, one-time items
Industry & market context — tailwinds, headwinds, competitive dynamics
Operational risk — owner dependence, key employee risk, customer/supplier concentration
Valuation context — is the multiple reasonable for this industry and deal size?
Questions to ask the seller — specific to what we found in your deal
Who it's for: First-time buyers who want a second set of experienced eyes before committing. Active searchers evaluating multiple deals at once. SBA buyers who want to go into lender conversations prepared.
Where it fits: Between the free BizBuySell listing and a $6,000+ QoE. You don't need a full QoE before you've even signed an LOI — but you do need to know if this deal is worth pursuing.
Background: I've spent 15 years on the operating and financial side of businesses — not reviewing them from the outside, but running them. Ten of those years were in post-acquisition integration: watching deals close, then living inside the months that followed, seeing exactly what the surprises were and where they came from. When I moved into M&A and started evaluating deals directly — hundreds of them across industries and deal sizes — I already knew what I was looking for. I'd spent a decade cleaning up the problems that nobody caught before the LOI. I know what healthy financials look like when they're real. I know how brokers frame add-backs. I know the operational flags that don't show up in the P&L but show up six months after you close.
Price: $2,000 flat. Submit your deal details and documents, and receive your report in 48–72 hours. Follow-up questions? Happy to discuss.
To get started: redacted
Happy to answer questions here or by email.
Product Homepage: