The acquisition preparation platform for serious business buyers. Screen deals, build your bank-ready profile, and get better financing terms — all in the $500K–$5M range.
Independent services — use one, two, or all three depending on where you are in your deal.
Generate a professional, lawyer-ready LOI in minutes. Step-by-step questionnaire, lawyer-ready output. Asset purchase or share purchase.
Generate a professional, lawyer-ready LOI in minutes
Build Your LOIA professional First Look screen of the deal in front of you: CIM review and financial sanity check. We test the numbers, flag the risks, and give you a clear-eyed view — implied multiple, add-back red flags, customer concentration, and market context — before you spend more time or money.
Flat fee · 5 business days
Screen My DealThe all-inclusive package. Everything you need: buyer profile optimization, executive summary polish, financial projections, bank-ready application package, lender matching, and LOI Builder. One comprehensive tier — no upsells.
Complete application prep package
Build My Profile* All prices are subject to applicable taxes
Send us the deal. We dig in. You get a report you can use at the negotiating table.
The listing, financials, and any seller-provided documents. We confirm scope and timeline within 24 hours.
Revenue tracing, expense verification, add-back analysis, customer concentration, market context. We check what the seller claims against what the numbers show.
A structured document with findings rated green, amber, and red — so you know where to push back or walk away.
Calculators and checklists built for business buyers — use them at any stage of your deal.
Model the full capital stack, calculate debt service coverage ratios, and see whether the deal cash-flows before you make an offer.
Open Calculator → Paid60+ due diligence items across 12 categories. Upload documents, add custom items, and submit directly for screening.
Open in Deal Workspace → PaidSearch by region or postal code to find direct contact details for commercial lending specialists who fund acquisitions in your market. Free with Build My Profile.
Find Lenders →Every First Look report follows the same structure — so you can compare deals side by side and act faster.
Screen My Deal
At the asking price, screened SDE implies a 5.7× multiple vs. the 4.8× advertised.
The journey continues through Deep Dive, LOI Readiness, and Due Diligence Review — with the full SDE/EBITDA adjustment waterfall, add-back-by-add-back quality grading, receivables and inventory trend checks, cash-flow verification, a risk matrix, and worst/base/best scenario analysis at every stage.
Screen My DealScreen My Deal exists because most business buyers don't get an honest look at the numbers until they've already spent thousands on lawyers and accountants.
Our methodology comes from reviewing hundreds of small business transactions — primarily trades and construction businesses across Ontario, Canada, and the US. We know where sellers hide problems, which add-backs hold up, and what a clean deal actually looks like.
For $99, you get a professional First Look screen — the financial sanity check buyers typically pay thousands for, on every deal you’re considering. And when a deal is worth pursuing, Build My Profile takes you the rest of the way: the complete 4-stage deal analysis, buyer profile, bank-ready application package, and lender introductions.
You upload the CIM and any financials the seller has shared, and receive a structured First Look report: financial sanity check, implied valuation multiple, add-back red flags, customer concentration, and worst/base/best scenario analysis. It’s designed to tell you quickly whether a deal deserves more of your time. Buyers who move forward can step up to Build My Profile for the complete 4-stage analysis through due diligence.
For Stage 1: the listing or CIM, the most recent 2–3 years of financial statements (P&L and balance sheet), and any tax returns the seller has shared. Upload everything directly in your Deal Workspace — each stage tells you exactly which documents it needs.
It’s independent screening and analysis — the step before, and alongside, your lawyers and accountants. Stage 4 delivers a comprehensive financial review, but much of the value comes earlier: verifying key claims and flagging material risks before you spend thousands of dollars on a deal that doesn’t hold up.
We specialize in trades and construction businesses in the $500K–$5M range, primarily in Ontario, across Canada, and the US. Our methodology also works across most service-based and asset-light businesses. Reach out and we’ll confirm.
Through your Deal Workspace — a structured document at each stage, with findings rated green, amber, and red plus 3-scenario analysis. Every report follows the same format, so you can compare deals side by side and share findings with partners or advisors quickly.
A $9 step-by-step builder that generates a professional, lawyer-ready Letter of Intent — asset purchase or share purchase — covering purchase price, terms, conditions, non-compete, and transition. You get up to 5 LOIs per purchase with instant download. Included at no extra cost with Build My Profile.
Our all-inclusive package at $999: everything in Screen My Deal, the LOI Builder, an optimized executive summary and CV, personal statement of affairs, financial projections, a complete bank-ready application package, and lender introductions in your market. It’s available by application only — a short eligibility check confirms we’re the right fit.
No — each service stands alone. Use the LOI Builder to get an offer in front of a seller, Screen My Deal to verify the numbers, or Build My Profile if you want everything, including bank application prep. Build My Profile already includes the other two.
Yes. All deal materials are treated as strictly confidential. We don’t share information between clients, and we’ll sign an NDA if you require one.
Screen your deal, build your bank-ready profile, and walk into the bank as a prepared buyer — not just another applicant.