Part 01
The verdict
Kill sheet
Green, yellow, or red on one page. Readable in two minutes.
Business health score
One score out of 100 and a letter grade, with a plain-English reason.
Category grades
Each area of the business graded A to D on what the file shows.
Part 02
The earnings
Earnings bridges
From reported profit to supported earnings and to EBITDA. Every row adds down.
Recast P&L across years
The years laid side by side so they compare like-for-like.
Add-back matrix
Each claimed add-back, the document behind it, and whether it holds up.
Listing versus the books
Each claim in the listing or CIM set against the filed numbers.
Part 03
Debt
Debt-like items
Items often treated as debt at closing, named for the LOI.
Working capital sketch
Shown only when monthly balance sheets are uploaded.
Customer concentration
Who the business depends on, when a customer list or sales report is uploaded.
Part 04
Price and structure
Opening offer range
A starting range computed from supported earnings. Not a valuation.
Good, better, best structures
Three deal structure ideas that fit how you plan to pay.
Part 05
What to do next
Our read
Plain-English guidance on how healthy the business is and where the real risk sits.
Next steps in due diligence
What to confirm next, in order, and the documents to request. A short owner-call list is included.
PDF report and Excel workbook
Download both. Share with a partner, lender, or CPA.
Free re-runs
Add more files and rebuild the screen at no charge.
Goes deeper when the file does
Tax returns, P&L, and balance sheet run the core screen. Monthly P&Ls, customer lists, bank statements, a general ledger, aging reports, and debt schedules unlock more pages, at the same price. Pages without supporting files are marked as not run, never filled in.
Screening analysis only. Not an audit, attestation, or valuation. Not lender-ready.