Online or traditional business deals that are currently pre-LOI and need a high-level assessment primarily consisting of reviewing major red flags. Also works well for comparative analysis if you are considering a couple of different businesses. Our Preliminary Vetting Report is 100% refundable if you end up purchasing a Live Verification Report for the same business once you are under LOI.
General Overview
This is a high-level review completed by our due diligence team and applies to both online and traditional businesses, though it is generally targeted more toward online businesses. It consists of a high-level assessment of the business' operations, team, technology, website traffic, and industry risk.
Our Preliminary Vetting Report offers a high-level review completed by our due diligence team and applies to both online and traditional businesses, though it is generally targeted more toward online businesses. It consists of an assessment of the business' operations, team, technology, website traffic, and industry risk. In general, our Preliminary Vetting Report is meant to serve as a pre-LOI and very "lite" version of our Live Verification Report.
Want to pay once and get an unlimited number of Preliminary Vetting Reports until you close on a business? Check out our Start to Finish Plan.
Typically, clients will ask us to complete this before they submit an LOI so they can ensure there are no major issues before they are officially under contract and spend a significant amount on post-LOI due diligence and legal costs. You're welcome to download a sample Preliminary Vetting Report here.
Everything included in our Preliminary Vetting Report
High-level review of financial data including revenue, profit and costs, which includes a trend and growth analysis but not a line-item review of items
Limited website traffic verification
Review of business and industry risks
Live 30 minute review of findings with a Rapid Diligence analyst
Seek the advice of an experienced Chief Technology Officer (CTO) to guide your company’s or acquisition target’s technical strategy, security and infrastructure practices, manage evolving technologies and your technology team and drive innovation.
Have an experienced Chief Financial Officer (CFO) lead financial strategy, oversee cash flows and risks, lead finance teams, optimize and implement financial strategies, and promote growth and financial success for your current business or target.
Robust financial model created by our highly experienced M&A CPAs using the target’s historical financials and projection. Includes business valuation by DCF and key investment calculations to help support your business plan or investment decision.
A holistic and bespoke hourly consulting solution for when none of our ‘out of the box’ options are quite what you need. This includes LOI reviews, financial diligence, and an a la carte offering.
A high-level and preliminary review of the target acquisition with a focus on pre-LOI diligence. Includes review of high-level operational risks, website traffic, strategic, and financial risks.
Our highly experienced M&A CPAs conduct a comprehensive analysis of the target acquisition’s financials and meticulously comb through every line item to ensure there are no discrepancies. More affordable but just as comprehensive.
After assessing countless deals, we’ve gained exclusive insight into what buyers are actually paying for businesses, not simply what sellers are asking.
Does longevity of a business affect its valuation more than growth? What’s the primary difference between an eCommerce business that sells at 3x vs. 7x EBIDTA?
We have the answers and the data to back it up. And we’re willing to share it. 😏