Get a Strategic Assessment of the Business You’re Considering

I provide another professional opinion on valuation and deal structure for buyers evaluating owner-operated businesses. Get a focused 30–40 minute teardown and a Strategic Assessment Summary to help you align price and financing before you move forward.

Deal Assessment – $397
  • 18 Years Experience
  • 100% Independent & Buyer-Aligned
  • Fast Turnaround (one form is submitted)

Deal Review Call

This is not a sales call. It’s a structured, buyer-side review of the deal in front of you

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You’ve Found a Business...
Now You Need to Align the Deal.

You’re at the “Dopamine Spike.” The photos look good, the earnings seem solid, and you’re ready to move forward. That reaction is normal—it’s how every successful acquisition begins. But before you commit your capital or sign an LOI, you need to verify how the math of the deal aligns with the operational realities you’re stepping into.

The Reality of owner-operated Acquisitions:

Broker Perspective:

The listing broker represents the seller. Their job is to get the deal closed at the highest price for the seller.

The Complexity of Structure:

For businesses with real assets and employees, the value isn’t just in the multiple; it’s in the lease alignment, the working capital, and the transition terms.

The Financing Framework:

Does the cash flow support the debt service? We evaluate whether the deal structure aligns with typical lender requirements (DSCR) before you move to formal financing.

The Solution: A Focused 3-Step Process

Step 1: The Anonymous Intake

Immediately after you purchase this assessment, you’ll receive a secure intake form to capture the anonymized numbers and data you’ll have. This allows us to analyze the structure and valuation—not the listing narrative—while keeping your NDA fully protected.

Step 2: The Strategy Call

We’ll have a focused 30–40 minute private strategy call. I’ll walk you through where the deal is solid, where it’s fragile, and what would need to change for it to make sense for you.

Step 3: The Strategic Assessment Summary

Following our call, I will email you a Strategic Assessment Summary. It contains:

The Multiple Context: A breakdown of how the asking price compares to historical performance.

The Valuation Anchor: Defensive vs. Stabilized valuation.

The Negotiation Levers: Clear points of focus for your offer regarding lease length, working capital pegs, and SDE verification.

Who This Is For...

This is for you if:

  • You’re looking at a business under $1M
  • You want an unbiased "Second Opinion."
  • You want a defensive playbook for your LOI.
  • You want to know the "uncomfortable truths" early.

This is NOT for you if:

  • You want validation at any cost.
  • You’re already emotionally committed.
  • You want someone to negotiate for you.
  • You are looking for a formal, certified bank appraisal.

Frequently Asked Qestions

Is 30–40 minutes enough time?

Yes. This is a high-signal review. Because I’ve spent 18 years in the trenches, I can identify fatal flaws, lease risks, or “green-light” conditions very quickly. The call is structured and practical—no fluff, no sales pressure.

Will you talk me out of the deal?

I am here to provide an objective framework, not to kill deals. If the mechanics of the deal are fragile, the numbers will reveal it. If it’s a solid opportunity, I’ll show you how the structure can be strengthened.

No. I provide a Broker’s Opinion of Value and a risk assessment. I am your “pre-professional” filter before you go to your attorney or CPA.

Does this assessment require me to share the business name or confidential documents?

No. To respect the Non-Disclosure Agreement (NDA) you signed with the seller or broker, I do not ask for the business name or copies of sensitive documents. You simply input the anonymized data points—like financials, lease terms, and owner hours—into a secure form. This allows us to build your Strategic Assessment without you ever breaching your confidentiality obligations.