Services / Deal Second Opinion
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Deal Second Opinion
What needs a closer look?
A senior review of the work you already have, whether your own model, a third-party QoE, a valuation or the LOI, and the concerns it leaves open. You receive a written memo on the gaps, weak assumptions and open questions, and a call to talk it through.
When you already have a report and something in it does not sit right. See the illustrative Summit Second Opinion
What you receive
Review of existing work and unresolved concerns.
Not included
- Redoing the work from source documents
Sample · Project Summit
HVAC services · $2.0M. Read the web summary, page through the full report or browse the workbook.
See the illustrative Summit Second OpinionWhat we need from you
After you sign, through a secure upload link.
- Broker package or CIM
- Seller’s financial summary and add-back schedule
- LOI or term sheet
- Lender term sheet or SBA lender LOI
- Your own model or analysis, if any
Fixed price
$4,500, whatever the size of the deal.
List price. Fixed for every deal. Typical delivery: 3 business days after we receive complete information and confirm the scope. Your quote states the expected delivery date. Complexity or missing information may affect delivery.
Questions
Do you need the financials to quote?
No. Price, industry and a few yes-or-no questions are enough. Documents come after you sign.
Do you work with sellers?
Yes. We undertake selected seller-side second-opinion engagements. We advise one party per deal, never both.
Does your fee change if I don’t close?
No. Fees are fixed and never depend on whether the deal closes.
Get a second view before you sign.
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