Small Business Acquisition – Initial Evaluation

Is This Acquisition Worth Exploring?

Considering acquiring a small business or asset but unsure whether the opportunity makes sense?

This 1-hour initial evaluation is a high-level discussion designed to help you understand the opportunity, identify obvious concerns, and determine whether a deeper analysis is worthwhile.

We’ll focus on a few key areas:

💰 Valuation & Deal Economics

1. Is the asking price broadly reasonable?
2. What factors should be considered when valuing the opportunity?

🔎 Business & Due Diligence

1. What are the key things you should investigate?
2. Are there any visible red flags or risks?

📈 Growth & Cost Opportunities

1. How could the acquisition potentially improve revenue?
2. Where could costs potentially be optimized?

🔗 Integration

1. How much of the acquired business should be integrated?
2. What are the broad people and operating requirements?

The session will conclude with a high-level perspective on the opportunity, key questions to investigate, and whether a detailed analysis would be worthwhile.

This is an initial evaluation and does not cover tax diligence, legal diligence, statutory audit, or financial-statement audit.