Seeking Affordable QoE / Financial Diligence Provider — Tax & Insurance Acquisition
I’m an individual buyer under a signed LOI for a tax/accounting and insurance agency with approximately $1.9M annual revenue and a $1.5M purchase price.
I’m seeking an experienced CPA or boutique firm to assess sustainable earnings and material financial risks.
Recommendations from buyers who have used a provider would be especially helpful. Providers are welcome to DM me with a proposed scope, fixed-fee pricing, relevant experience and an anonymized sample report.
I’m cost-conscious and open to a focused initial engagement. I’d like to complete the review ASAP, so please include your earliest start date and expected turnaround time.
Business details will be shared privately under confidentiality terms. Thanks!