Search Advisory Services

$1,097 / mo
$1,097 / mo

Ideal For

Our Search Advisory Services are designed for acquisition entrepreneurs and SMB investors who want experienced, strategic guidance throughout the search and deal evaluation process. Whether you're navigating your first acquisition or refining your approach, our team helps ensure you're only moving forward with the right opportunities.

General Overview

Built to support you during one of the most overlooked and foundational stages of the acquisition process: the search phase. We act as your dedicated M&A partner, helping shape your acquisition strategy, evaluate deals, and structure offers. Our team provides expert insights and real-time guidance at every step. With over 125+ SMB acquisitions supported, we bring the experience and pattern recognition needed to help you make sharper, faster, and more informed decisions.

Search Advisory Services Features

Our Search Advisory Services provide end-to-end strategic support during the acquisition search phase, with a focus on pre-LOI evaluation and deal guidance. These services are designed for both first-time and experienced buyers looking to approach their search with clarity, speed, and expert-backed decision-making.

You’ll work directly with our experienced M&A professionals — including CPAs and Deal Analysts — to develop a personalized acquisition strategy, evaluate incoming opportunities, and structure offers based on sound financial and strategic analysis. Each engagement includes unlimited Preliminary Vetting Reports (PVRs), giving you consistent expert feedback on deals you're exploring.

We assist with evaluating deal materials, identifying red flags, assessing valuation and growth potential, and advising on key deal terms like working capital, seller financing, and earnouts. As you move through the search, we also support communication with sellers and brokers to help clarify information and prepare you for discussions.

This service is built to help you move with confidence during the earliest and most foundational stage of your acquisition journey — before any LOI is signed.

As with all Rapid Diligence services, you'll also have ongoing access to our team for real-time advice, strategic check-ins, and support as deals progress. Whether you're deciding how to approach a seller, interpret financial materials, or refine your overall acquisition approach, we’re here to help.

Once you're ready to move forward or if you have any questions regarding our services, feel free to contact us or book a free introductory consultation.
Everything included in our Search Advisory Services

  • Tailored Acquisition Strategy
    We build a holistic acquisition profile based on your investment goals, risk tolerance, and experience level.

  • Industry & Business Model Analysis
    We help assess industries and business types to ensure alignment with your objectives and appetite.

  • Preliminary Due Diligence Support
    Review and evaluation of deal materials, identifying key risks and red flags before you commit further.

  • Unlimited Preliminary Vetting Reports (PVRs)
    Continuous deal evaluation through structured, expert-led reviews of target businesses.

  • Seller & Broker Communication Support
    Guidance on reviewing seller materials and preparing for conversations, including what questions to ask and how to interpret responses.

  • Valuation & Deal Structuring Guidance
    Support on deal mechanics including pricing, earn-outs, seller financing, and working capital terms.

  • Negotiation Support
    Strategic insight to help you secure favorable deal terms and avoid common buyer pitfalls.

  • Closing & Transition Guidance
    Assistance navigating closing logistics and early transition planning to ensure a smooth handover.

  • Ongoing Access to Experts
    Unlimited email support and access to our internal Deal Analysts and CPAs for real-time feedback, strategy calls, and practical guidance as deals progress.

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Other Services

Transaction Type Filter

Search Advisory Services

$1,097 / mo
Strategic support during the acquisition search process. Includes tailored acquisition planning, unlimited Preliminary Vetting Reports (PVRs), deal evaluation, valuation guidance, and offer structuring assistance — all led by experienced M&A professionals to help you navigate...

Bookkeeping

$549 / mo+
Our bookkeeping service ensures your financial records are clean, accurate, and fully reconciled—particularly critical in the post-acquisition period. We handle day-to-day transaction tracking, reporting, and account organization so you can focus on running your business...

Fractional CTO Services

$1,840 / mo+
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.

Fractional CFO Services

$1,840 / mo+
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.

Financial Modeling Service

$2,950
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.

Ad Hoc Consulting Services

$300+ / hr.
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.