Small Business Acquisition – Detailed Analysis

Go Beyond the Numbers. Understand the Deal.

This 1.5-hour detailed advisory session is designed for business owners who have already completed an initial evaluation and want a deeper assessment of their acquisition opportunity.

Before the session, I will spend up to one week analyzing the information you provide and developing insights and recommendations specific to the opportunity.

The analysis can cover:

💰 Valuation & Deal Economics

1. Assessment of the business or asset valuation
2. Whether the asking price makes commercial sense
3. Potential return and value creation opportunities

🔎 Commercial & Operational Due Diligence

1. Customer and revenue quality
2. Customer concentration and retention risks
3. Supplier and operational dependencies
4. Key employee and capability dependencies
5. Potential red flags and deal risks

📈 Revenue & Growth Opportunities

1. Opportunities to increase revenue after acquisition
2. Cross-selling and upselling opportunities
3. Potential areas for commercial improvement

⚙️ Cost & Synergy Opportunities

1. Potential cost optimization opportunities
2. Duplicate functions and cost synergies
3. Additional people required after acquisition
4. Non-people operating costs required to run and scale the business

🔗 Integration & Operating Model

1. Recommended level of integration
2. What should remain standalone
3. Key Day 1 considerations

The session will focus on insights, recommendations, and implications for your acquisition decision rather than simply reviewing the information provided.

This service does not cover tax diligence, legal diligence, statutory audit, or financial-statement audit.