$500
Strategy Session & Deal Review
A strategy session to help you think through your acquisition approach — or a focused review of a specific deal. We strategize, structure, answer questions, and build your buyer plan. If you move forward with representation, the $500 credits toward your engagement fee.
Over 45+ Five-Star Google Reviews
Contact us and you'll see why buyers trust us
Who It's For
Whether you're exploring representation or have a specific deal in front of you:
- Buyers exploring representation and want to strategize first
- First-time buyers evaluating their first serious deal
- Experienced buyers wanting an independent second opinion
- Searchers who found a listing and want to validate the financials
- Anyone about to submit an LOI and wanting a sanity check
What You Send
If you have a specific deal, send these. For a general strategy session, we'll discuss your situation on the call.
- Confidential Information Memorandum (CIM) or listing summary (if you have a deal)
- Profit & Loss statements (3 years preferred, trailing twelve months minimum)
- Add-back schedule or seller's discretionary earnings summary
- Lease information (term, rent, renewal options)
- Asking price and any preliminary deal terms
- Any additional notes on the business, industry, or your concerns
What You Get
- Strategy, structure, and personalized buyer representation plan
- Value range assessment (if reviewing a deal)
- Add-back pressure test (which add-backs hold up, which do not)
- Key risk flags (customer concentration, key-person, lease, regulatory)
- Debt service coverage analysis (SBA lens)
- Offer strategy suggestions (price, terms, structure)
- Credited toward engagement fee if you move forward with representation
Ready to Strategize?
Book a strategy session or deal review. $500 credited toward your engagement fee if you move forward with representation.
Over 45+ Five-Star Google Reviews
Contact us and you'll see why buyers trust us