Know if a deal is worth pursuing — in 48 hours.
Send me the listing. I'll dig into the numbers, surface what matters, and give you a clear verdict with the reasoning behind it. Think of it as having a senior underwriter in your corner — without the learning curve, the wasted weeks, or the second-guessing.
Your deal search partner — not just a spreadsheet check.
Here's what you get when you have an experienced eye on every deal before you commit your time, money, or energy to it.
Hours back in your week
A single deal can eat 8–12 hours when you're doing it alone and unsure of the output. Reclaim that time and spend it on what moves the needle.
Hundreds of deals reviewed
Pattern recognition you can only develop through volume. Hidden risks and overlooked gems don't get past eyes that have seen them before, in businesses of every size and industry.
A true deal partner
Not a template, not a calculator. A real analysis with context, recommendations, and a direct opinion on whether this is the right move for you.
A second set of eyes
Even experienced buyers miss things when they're excited about a deal. A detached, analytical perspective before an LOI is one of the highest-value checks you can run.
Advisory, not just analysis
You get a recommended path forward — proposed deal structure, what to negotiate, what to watch in diligence — not just a verdict and a number.
Skip the learning curve
Most buyers spend a year getting comfortable with underwriting — and never feel fully confident. Stop waiting to learn it and start buying with clarity now.
Three steps. No spreadsheets required on your end.
You find the deal. Everything else is handled.
Send the deal
Share the listing link, CIM, or whatever financials you have. Nothing needs to be cleaned up — that's part of what gets reviewed.
The numbers get reviewed
SDE recalculation, add-backs, debt service, concentration risk, deal structure, and everything in between gets assessed.
You get a clear verdict
Pursue, pass, or negotiate with conditions — and the full reasoning, risk flags, and recommended next steps behind it.
Delivered within 48 hoursWhat a completed analysis actually looks like.
Every deliverable is built to be lender-ready and decision-ready — not just informational.
Go / No-Go Verdict
Complete Deal Package
Pick the depth you need.
Every deal gets a real answer. How deep depends on how serious the deal is.
Quick Look
- Verdict with clear rationale
- Financing snapshot
- Top red flags and opportunities
- Written summary, delivered in 48 hrs
- Next step recommendation
Full Underwriting
- Full SDE recalculation + add-back walkthrough
- Complete financing breakdown and DSCR
- Red flags classified as deal-breaker or negotiable
- Proposed deal structure and LOI considerations
- Video walkthrough of all findings
- Lender-ready one-page summary
Buy Box Concierge
- Share your buy box criteria once
- Deals sourced proactively in your target market
- Each deal underwritten and delivered to your inbox
- No browsing, no filtering — just qualified deals
- Custom pricing based on scope and frequency
* Acquisitions involving multiple entities — separate P&Ls, tax returns, or legal structures bundled into a single deal — are priced at +$100–150 per additional entity due to the added analysis required.
Built by a buyer, for buyers. This service comes from someone who has spent years underwriting and analyzing companies professionally — and is now applying that same rigor to their own SBA acquisition search. The result is an analysis that doesn't just run the numbers, but understands the specific hurdles, financing realities, and decision points that come with buying a business through the SBA path, because that path is being walked in parallel.
Questions worth asking.
If something isn't covered here, include it when you submit your deal.
Full Underwriting is delivered within 48 hours of submission. Quick Look is often faster — same day to next day depending on current volume.
For either tier, the most useful starting point is the listing or CIM along with whatever financials are available — ideally tax returns and a P&L, but brokers don't always make that easy, and it's common for things to come through messy, incomplete, or scattered across emails. Send what you have; that's genuinely fine, and figuring out what's usable is part of the process.
If what's submitted isn't enough to start at all, you'll get a quick note on exactly what to ask the seller or broker for before the 48-hour window begins. If there's enough to work with but a few pieces are missing, the analysis will note that clearly and either proceed with reasonable caveats or flag where a firmer number depends on more information. Either way, the analysis only reflects what's actually been provided, and more will be requested if it would meaningfully change the answer. For 4 Deal Pack purchases, a submission that's paused for missing info doesn't use up one of your deals — it simply becomes a normal submission once the documents come in.
Yes. All deal information you submit is treated as strictly confidential and is not shared with any third party. If you have an NDA in place with the seller or broker, you are still able to share the relevant financials for analysis purposes — the information stays within this engagement only.
No — and no analysis can promise that. A "pursue" verdict means the numbers and structure are worth your time and an LOI. Closing still depends on your lender, your negotiation, and full diligence after the LOI is accepted.
Each deal is priced separately. If you're actively reviewing multiple deals, the 4 Deal Pack works out significantly cheaper than paying per deal — and there's no expiration pressure, so you can use them as deals come up.
Deals with multiple entities — separate P&Ls, different tax returns, or distinct legal structures bundled together — require additional analysis time. These are priced at +$100–150 per additional entity on top of the base tier price.
Stop second-guessing. Get a verdict.
Send your next deal and have a clear answer — pursue, pass, or negotiate — in 48 hours.
No commitments. No retainers. Just a deal that gets reviewed properly.