pre-LOI Financial Vetting Subscription
Expert Financial Vetting to Empower Your Acquisition Decisions — Leverage Our Expertise for High-Impact Outcomes
With decades of experience in financial analysis and business acquisitions, our team provides critical insights to navigate complex transactions confidently. Our Pre-LOI Financial Vetting Subscription ensures you have expert financial insights on demand—without the high costs of one-off consulting fees.
Our subscription ensures each deal is carefully reviewed, providing you with actionable insights that lead to informed decisions and successful acquisitions.
How it Works: Simple, Fast & Effective
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One active deal at a time in the vetting queue -
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Financial Vetting Report within 3 business days -
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Pause anytime if not actively reviewing deals -
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No long-term commitment—stay subscribed as long as you need support -
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Financial Report Covers:
✔ Revenue & Margin Trends
✔ SDE & Add-Backs Review
✔ Key Financial Risks & Red Flags
✔ Follow-Up Questions for Seller/Broker -
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Monthly deal limits to ensure quality:
- Base Plan: Up to 4 deals per month
- Priority: Up to 6 deals per month
“ Turned my single deal into a roll-up opportunity.
I originally planned to acquire just one firm, but through vetting multiple deals, I saw a strategic opportunity to roll up several businesses. The insights from the reports helped me structure a better acquisition plan, increasing my potential exit multiple while keeping my risk in check.”
“Helped me rank and prioritize my best opportunities.
With multiple deals on my plate, I needed a way to prioritize my efforts. The financial vetting service gave me structured, side-by-side comparisons of each deal, allowing me to focus on the highest-value opportunities. This process saved me from analysis paralysis and gave me confidence in my decision-making.”
“Gave me clarity and confidence in my industry focus..
I reviewed several businesses across different industries, but working through the financial vetting process helped me identify patterns in risk and opportunity. By the time I submitted my LOI, I had a clear understanding of what industry fit me best—saving me time and wasted effort on misaligned deals.”
Propel Your Acquisition Journey with Confidence
Basic Plan
$699
Ideal for searchers seeking expert analysis to confidently evaluate up to 4 deals per month, ensuring informed decisions without long-term commitments.
✔ Up to 4 deals per month
✔ Receive report within 3 business days*
✔ Upgrade anytime for faster turnaround
✔ No long-term commitment
✔ Basic Plan space limited
every month
Priority Plan
$1299
Designed for active acquirers requiring rapid insights and personalized strategic guidance, facilitating swift and successful deal closures.
✔ Up to 6 deals per month
✔ 24 business-hour turnaround*
✔ 1-hour monthly strategic review call
✔Priority processing in the queue
✔ Downgrade anytime as deal flow changes
✔ No long-term commitment
✔ Priority Plan space limited
every month
✺ Frequently asked questions ✺
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The service provides financial vetting and analysis for deals you are considering before submitting an LOI. You’ll receive:
✔ A structured financial summary report for each deal
✔ Revenue, SDE, and add-back analysis to validate seller claims
✔ Key risks and follow-up questions to help refine due diligence
✔ A queue-based system to submit deals as you review them
✔ 3-business-day turnaround for standard reviews -
Sign up and complete payment.
Receive an NDA for e-signature.
Submit a deal through our Submission Form (upload CIM & financials).
Your deal enters our vetting queue (one active request at a time).
Receive a financial vetting report within 3 business days.
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Standard Plan ($699/month): Up to 4 deals per month
Priority Plan ($1,299/month): Up to 8 deals per month
Each deal is reviewed one at a time in the queue.
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We will work with what you submit. However, at a minimum, we recommend submitting:
✔ Profit & Loss Statements (last 3 years)
✔ Balance Sheet (latest period)
✔ Seller’s Stated SDE & Add-Backs
✔ CIM or Financial Summary from Broker -
We complete reports within 3 business days after deal submission. Priority Plan users get 24-hour turnaround on requests.
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Click the "Get Started" button on this page to complete your payment. After signing the NDA, you’ll receive onboarding instructions and your deal submission link.
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Yes! You can pause anytime and resume when you are actively reviewing deals.
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Unused deal submissions do not roll over, so we encourage you to stay active in your search!
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This service is designed for pre-LOI deal screening to catch early red flags. A QoE report is a much deeper post-LOIfinancial analysis.
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No, the core service is focused on financial vetting before LOI. However, Priority Plan users receive one 30-minute advisory call per month to discuss deal structure or valuation concerns.
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No, we do not offer refunds or pro-rated billing for partial months. Our subscription provides continuous access to financial vetting services, and clients can cancel or pause their subscription at any time before the next billing cycle.
Still have questions? Contact us and we’ll be happy to assist!
Need Strategic Guidance? Get Personalized 1:1 Advising Beyond Financial Vetting
Our Pre-LOI Financial Vetting Subscription gives you expert insights on your deals, but some searchers need deeper strategic support. If you’re looking for deal structuring advice, risk analysis, or search strategy coaching, we offer one-on-one advisory sessions and a monthly retainer option for ongoing guidance.