CPA-Verified SMB Pipeline
May 19, 2026
by a professional-advisory from University of Rochester in Miami, FL, USA
Most buyers have companies in their pipeline they like but aren't ready to transact yet. Those relationships usually die in a spreadsheet.
SoForma gives those companies a structured path to readiness. You submit a target, SoForma invites them to work with their own CPA across all six dimensions that typically kill deals — earnings quality, revenue durability, owner dependency, financing readiness, hidden liabilities, and legal transferability. The CPA prepares them on their own schedule, over months or years, under SSAE 19 Agreed-Upon Procedures.
You maintain Platform Priority for the full duration. No other buyer can claim the same seller while yours is active. When the truth is on the table and the business is ready, you're already the buyer with the relationship and the verified record in hand.
No cost to the seller. No cost to their CPA. No closing fee until a deal closes — and SoForma is offsetting its first $1M in closing fees for early buyers.
The companies worth acquiring usually aren't ready when you find them. Don't lose them...just get the truth before you get started.
from University of Rochester in Miami, FL, USA