Services / Transaction Assessment

Assess · Flagship

Transaction Assessment

Does this acquisition make sense at this price, on these terms?

A full Quality of Earnings and Valuation Analysis, brought together with financing, downside testing and transaction structure. You receive the same QoE report and databook, and the same Valuation Analysis and model, as if you bought them separately, plus a clear view on price, structure and the conditions for proceeding.

If you already bought a QoE or Valuation from us, its fee is credited. See the illustrative Granite sample

What you receive

Integrated judgment on the overall acquisition.

01A full Quality of Earnings, with databook
02A full Valuation Analysis, with model
03Sources and uses, debt service coverage, downside case
04Conditions and a clear view on price and structure

Not included

  • Support after the report through closing (Deal Partner)
  • Legal or tax advice

Sample · Project Granite

Managed IT services, Colorado · $10.0M. Read the web summary, page through the full report or browse the workbook.

See the illustrative Granite sample

What we need from you

After you sign, through a secure upload link.

  • Everything in the Quality of Earnings list
  • Lender term sheet and seller note terms
  • Draft purchase agreement, if available
  • Lease, licence and key-employee transition terms
  • Your planned equity injection and opening working capital

Fee

From $10,000, fixed before we start.

The “from” fee applies to acquisitions under $1M with no complexity adjusters. Your quote states the exact fee, set by the acquisition price and the complexity of the deal. Fees never depend on whether you close.

Typical delivery: twelve 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. Expedited scheduling, where available, is quoted separately.

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.

Does your fee change if I don’t close?

No. Fees are fixed and never depend on whether the deal closes.

See whether the whole deal works before you commit.

Get a quote