Before you pay your attorney or pull your team onto a deal, find out whether it deserves their time. Send me a deal you're looking at. You get back a screen built from public records: the things a CIM doesn't tell you, graded by how much they matter, with what to do about each one. Here is what that turned up on one Florida home-services deal. None of it was in the listing: - An open lawsuit, filed two months earlier - Four lien filings - A trade license held personally by the owner, so a buyer needs a replacement on day one - Real estate priced at more than twice what nearby properties support What gets checked on your deal: - Lawsuits against the business and its related entities in the home county - Lien filings, sorted into routine debt and real warning signs - Who actually holds the trade licenses, and their status - Corporate history, name changes, and the owner's other entities at the same address - Real estate ownership and purchase history, when property is part of the deal - PPP loan data as a cross-check on payroll claims What you get back: - Every finding graded: walk away, reprice, restructure, ask the seller, or routine - Three valuations (earnings multiple, discounted cash flow, comparable listings) and the price an SBA loan would actually support - A list of questions for the seller, drawn from the gaps - A document request list to send before you make an offer - Conditions to consider for your LOI, as starting points for your attorney - A one-page summary you can hand to your lender Already have the seller's financials, tax returns or bank statements? Send them along. During the pilot I'll cross-check them against each other and against the public record at no extra charge. Also included: - A re-check of liens and lawsuits before you close, in case anything new was filed - If the screen finds nothing material beyond what the listing already told you, there is no charge Which states: any US state. I've run this end to end in Florida, where turnaround is 3 business days. Public records differ by state, so for deals elsewhere allow up to 5 business days. Before I start, I'll tell you which records I can reach in that state, and anything I couldn't check is listed in the report. This is a pilot. The first five screens are free in exchange for a short written feedback form. After that, the price is $250 per screen. What this is not: - A replacement for your attorney or accountant. It tells you whether a deal is worth their time and gives them a head start. - An audit or a quality-of-earnings report. Where you provide financials, it checks them for consistency and flags what an accountant should look at. - An appraisal, or legal or investment advice. It is a screening aid. - A federal court search. Court checks cover the business's home county. How your information is handled: research is AI-assisted and reviewed by me, and your deal information is used only to prepare your report. Please confirm your NDA allows sharing deal information with outside advisors before sending anything. Have a live deal? Message me with it.