Initial Financial and Business Review

Before you invest significant time or money into due diligence, you need to know if a business is worth pursuing. Our Initial Financial and Business Review provides exactly that - a preliminary assessment that helps you make informed decisions about which opportunities to pursue further.

We analyze: - Historical financial statements (P&L, Balance Sheet, Cash Flow) - Revenue and sales trends over the past 3-5 years - Gross and net profit margins - Key operational metrics and KPIs - Owner involvement and transferability - Customer concentration and retention - Market position and competitive landscape - Obvious risks and red flags

This isn't a full due diligence - that comes later with accountants and lawyers. But it's thorough enough to tell you whether a business deserves your serious consideration and investment in full due diligence.