Expert Financial Due Diligence Services for Small Business Buyers
Buying a business is a great investment in your future.
Get the expert CFO support you need to evaluate your investment, avoid costly mistakes, make the deal with confidence, and set your new business up for success.
Maximize Your Business Purchase ROI with CFO
Due Diligence
✓ Spot red flags before they become problems
✓ Understand the real financial health
✓ Know exactly what you're buying
✓ Negotiate with confidence
✓ Plan for post-purchase success
Three Ways to Get CFO - Level Deal Analysis
Essential Due Diligence - $3,000
Financial Health assessment
Quality of Earnings (EBITDA vs Free Cash Flow)
CFO Overview of Risks & Opportunities
1 hr strategy call
email follow-up through the due diligence period
Advanced Due Diligence - $4,500
Everything in Essential, PLUS:
COGS and Expense Analysis for the most recent fiscal year
Margin Analysis for the most recent fiscal year
Working Capital Forecast
AP/AR risk summary & Cash Flow analysis
Comprehensive Due Diligence - $7,500
Everything in Advanced, PLUS:
Employment analysis
Asset Analysis
Market Analysis
Our Proven Process for Small Business Due Diligence
Initial Consultation
Review business details
Choose support package
Get clear timeline
1
Document Collection
Financial statements
Legal documents
Operational info
Market data
2
Quality of Earnings Analysis
Revenue validation
Expense analysis
Profit assessment
Cash flow review
3
Comprehensive Review
Operations evaluation
Market analysis
Risk assessment
Growth potential
4
Findings Report
Clear insights
Red flags identified
Opportunity areas
5
Strategy & Support
Action items
Support through due diligence timeframe
6
Ready to buy your new business?
Don't risk your business investment on incomplete due diligence.
Get expert support and analysis specifically designed for businesses under $3M in annual revenue.
Ready to stop guessing and start leading your business with confidence?
Most monthly CFO clients see significant profit growth within 6–12 months.
