First-pass acquisition review
Turn seller claims into a proof-first buyer report.
Built for first-time small-business buyers and career switchers: bring a listing, seller notes, or early financials and see the proof gaps, owner risks, and next-call questions before you spend more on deeper review.
Buyer report
Turn a promising listing into a practical next step.
Decide what deserves time
Separate promising opportunities from stories that still lack proof.
Prepare sharper questions
Turn messy listing notes into a short, practical seller-call agenda.
Share a clearer report
Give partners, lenders, and advisors the issues that matter first.
Example Current Read
Proof-first view
Confidence
Medium
Proof gaps
Open
Next Step
Seller call
Business Model
Supported
Uploaded invoices show service and replacement revenue.
Price & Cash Flow
Needs verification
Revenue is seller-stated until financial records tie out.
Operations & Staffing
Needs verification
Seller material says the owner handles estimating and key accounts.
Demand & Customers
Not enough info
Local demand may exist, but business-specific customer proof is thin.
Records to Verify
Needs verification
Ask for customer concentration and monthly profit-and-loss statements.
A clearer way to evaluate a deal
Every key buyer question, answered in one clear report.
Start with the Current Read, then follow the evidence through the business, economics, proof gaps, closing items, and possible next moves.
Current Read
The main positive, concern, unknown, and first check.
Business Model
What you would take over, how it earns revenue, and who it serves.
Operations & Staffing
The weekly work, owner dependence, team coverage, and handoff.
Price & Cash Flow
Seller-stated economics, record support, and downside pressure.
Demand & Customers
Who buys, why they buy, local competition, and reputation.
Records to Verify
The documents and answers that would strengthen or change the read.
Closing Checklist
Lease, licenses, taxes, approvals, and transfer items to confirm.
Leverage Points
Evidence-backed issues to discuss with the seller or broker.
Growth Paths
Possible opportunities, prerequisites, effort, and execution risk.
Loading review form…