PRODUCT / SERVICE
Diligence
QoE and Due Diligence from a CFA Charterholder
Know if a deal will survive the lender before you sign the LOI. Bankable Deal gives buyers of US and Canadian privately held businesses (SDE $300K to $3M, deals $1M to $15M) independent financial diligence from a CFA charterholder with 19+ years in finance.
Deal Screen, $750 flat, delivered in 3 business days: an earnings recast, each add-back marked supported, partly supported or not supported, debt service coverage against the SBA 1.25x test, a modeled price range, red flags, and a 30-minute review call.
Bankability Diligence, from $4,500, delivered in 7 to 10 business days: proof of cash tied to bank statements, add-backs traced to the general ledger and tax returns, customer concentration, a working capital peg, and downside coverage cases, delivered as a lender-ready Excel model and memo. The $750 is credited if you proceed within 60 days.
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