Initial Financial and Business Review
Review financial statements, sales trends, key risks, and growth potential before deep due diligence.
What's Included
Before you invest significant time or money into deep due diligence, you need to know if a business is worth pursuing. Our Initial Financial and Business Review delivers exactly that — a preliminary assessment that tells you whether an opportunity deserves your full attention.
We analyze: - Three to five years of P&L, Balance Sheet, and Cash Flow - Revenue trends, seasonality, and customer concentration - Gross margin, EBITDA margin, and add-back legitimacy - Owner involvement, key-person risk, and transferability - Top customers and supplier dependence - Competitive position and market trajectory - Obvious red flags before you spend money on legal/accounting DD
This is not full due diligence — that comes later with your accountant and lawyer. But it is thorough enough to give you go/no-go conviction before committing $10,000+ in professional fees.
Key Benefits
Avoid wasting $10,000+ on dead deals
Identify red flags before LOI
Realistic SDE/EBITDA grounded in Canadian comps
Clear go/no-go recommendation
Sets up valuation conversation with seller
Available in These Packages
Industries We Apply This Service To
Related Diligence Services
More services in the same M&A lifecycle stage.
Business Valuation
Defensible valuation of the target using SDE, EBITDA multiple, and DCF — calibrated to Canadian comps.
Due Diligence
Coordinate accountants, lawyers, and specialists through 30-60 day deep diligence.
Legal Diligence
Coordinate Canadian M&A lawyers on contracts, leases, employees, IP, and corporate cleanup.
Financial Diligence
Coordinate a Quality of Earnings analysis to validate true EBITDA, working capital, and cash flow.