Small Business Acquisition – Full Analysis Package

From First Look to Acquisition Decision.

Acquiring a business is a significant decision. This two-session package combines an initial evaluation with a detailed analysis, giving you a structured perspective before making the acquisition decision.

Session 1 — Initial Evaluation

We’ll have a 1-hour high-level discussion covering:

1. The acquisition rationale and business opportunity
2. Valuation and asking price
3. Key due diligence areas and visible red flags
4. Potential revenue and cost opportunities
5. Broad integration and operating requirements

The objective is to understand the opportunity and identify the key questions that require deeper investigation.

The Analysis — Up to 1 Week

Following the first session, you will provide the relevant information required for a deeper assessment.

I will spend up to one week analyzing the information and developing a structured perspective covering:

1. Valuation and deal economics
2. Commercial and operational risks
3. Revenue improvement opportunities
4. Cost optimization and synergies
5. People and operating requirements
6. Integration considerations
7. Key red flags and areas requiring further diligence

Session 2 — Insights & Recommendations

In the second 1.5-hour session, we will discuss the findings from the analysis and answer the most important questions:

What are the biggest risks?

Where can the acquisition create value?

What needs to be addressed before proceeding?

Does the acquisition make strategic and commercial sense?

The session will conclude with a practical Go / No-Go perspective and key recommendations to help you make a more informed acquisition decision.

What this package does NOT cover

This service does not cover tax diligence, legal diligence, statutory audit, or financial-statement audit. Qualified professionals should be engaged for these areas.

Ideal for: Business owners who are seriously evaluating an acquisition and want structured support from initial assessment through detailed analysis and decision-making.