Description
A compressed diligence program that surfaces risks, validates upside, and arms you for price adjustments or walk-away decisions.
Scope:
- Finance: revenue quality, margins, WC cycle, debt, capex
- Ops: process map, bottlenecks, KPIs, headcount/comp
- Commercial: churn, cohorts, pricing, pipeline
- Risks: legal/contract red flags; confirmatory requests
Deliverables/Outputs:
- Red-flag report (15–25 pages)
- Data request list + Q&A tracker
- Valuation sensitivities + WC peg guidance
Timing:
- 2–3 weeks.
Assumptions:
- Up to 6 stakeholder interviews
- 2 review cycles on final report
- Access to financials and key contracts required
Pricing:
- Standard: $11,000 fixed (2–3 weeks)
- Fast: $13,500 fixed (accelerated 10–12-day timeline)
