Screen
My Deal

Screen the deal. Build your profile. Close the deal.

Most buyers dive into acquisitions without knowing how to analyze the deal or work towards closing it. Our services are designed to help serious buyers navigate each stage — from drafting the offer to verifying the numbers to getting funded.

LOI Builder — $9 Screen My Deal — $99 Build My Profile — $999
Our Services

Three services. Each one built for a different stage of your deal.

Use one, two, or all three — depending on where you are in the acquisition process.

📝

LOI Builder

$9
Up to 5 LOIs • Instant download

Before you spend thousands on lawyers, get a professional Letter of Intent in front of the seller. Asset purchase or share purchase — our step-by-step builder walks you through every clause.

What You Get
  • Professional LOI document (asset or share purchase)
  • Up to 5 LOIs per purchase
  • Instant download — ready to send
  • Copy to clipboard for easy sharing
Build Your LOI
How It Works

What the Builder Covers

  • Deal Structure Selection
    Choose between asset purchase or share purchase. The builder adjusts all clauses, conditions, and legal language based on your deal type.
  • Purchase Price & Terms
    Cash at close, vendor take-back financing, deposits, working capital adjustments, and earn-out provisions — all structured through guided questions.
  • Conditions & Contingencies
    Due diligence periods, financing conditions, landlord consent, non-compete clauses, and transition terms. Each section explains what it means and why it matters.
  • Lawyer-Ready Output
    The generated LOI uses professional legal language and covers 19–20 standard sections. Review it yourself or have your lawyer give it a final pass.
📊

Screen My Deal

$99*
Flat fee • First Look report

An independent First Look at the deal in front of you. Upload the CIM and financials, and get a professional report that tells you whether this deal deserves more of your time — or whether to walk away.

What You Get
  • First Look Report: CIM review + financial sanity check
  • Implied valuation multiple and pricing context
  • Add-back red flags and customer concentration check
  • 3-scenario analysis (worst/base/best case)
  • Clear go-deeper checklist for your next conversation with the seller
Screen My Deal
Methodology

What We Verify

  • Revenue Verification
    We trace reported revenue to bank deposits, tax filings, and source documents. We check for timing gaps, cash-only claims, and seasonal patterns that don't add up.
  • Expense & Add-Back Analysis
    We verify every claimed add-back against documentation. Personal expenses, one-time costs, owner salary adjustments — we check what holds up and what doesn't.
  • Customer & Revenue Concentration
    We map revenue sources to identify dependency risk. Top customer exposure, contract terms, renewal patterns, and transferability all matter.
  • Valuation Sanity Check
    We benchmark the asking price against adjusted financials — not seller-claimed numbers. EBITDA multiples, SDE multiples, asset backing, and comparable transactions.
  • Risk Matrix
    Every finding is rated green (verified), amber (needs attention), or red (material concern). You get detailed reports plus scenario analysis at every stage.
BEST VALUE
👤

Build My Profile

$999
Flat fee • Includes everything

Buyer profile building and bank-ready application prep. In Canada, conventional lending means the bank funds the operator first, the business second. We make sure you're the applicant they want to fund. Includes LOI Builder and Screen My Deal at no extra cost.

🔒

By application only. This service is reserved for buyers who demonstrate a strong likelihood of securing bank financing. A short eligibility check is required before access.

What You Get
  • Complete 4-stage deal analysis (First Look through DD review)
  • LOI Builder included (up to 5 LOIs)
  • Optimized executive summary & CV
  • Personal statement of affairs
  • Financial projections workbook
  • Complete bank application package
  • Lender introductions in your market
  • Free: DSCR Calculator
  • Free: DD Checklist
Check Eligibility →
What We Build

Why Banks Care About You

  • Executive Summary & CV Optimization
    We shape your background into a narrative that demonstrates operational readiness. Industry experience, transferable skills, management track record — all positioned to answer "why you?"
  • Personal Statement of Affairs
    We organize your financial position — assets, liabilities, net worth, liquidity — in the format banks expect to see. Professional, verifiable, bank-ready.
  • Financial Projections
    We model realistic post-acquisition projections that align with the deal financials. Cash flow forecasts, debt service coverage, working capital needs.
  • Complete Bank Application Package
    Polished, professional, ready to submit. We format everything to the standard that lending officers evaluate against — no guesswork, no rejections for missing documentation.
  • Lender Directory Access
    Get direct access to our curated directory of commercial lending contacts across Canada and the US. Search by region and bank — names, titles, phone numbers, and emails for the people who actually approve acquisition financing in your market.

* All prices are subject to applicable taxes

Why Screen My Deal

Independent. Data-Backed. Fast.

🔍

No Conflicts, No Agenda

We're independent. We don't broker deals, lend money, or have a closing bonus. We tell you the truth about the deal.

📐

Built From Real Patterns

Our methodology comes from analyzing hundreds of deals in the $500K–$5M range. We know what red flags to look for — and what actually matters.

⚡

Fast Turnaround

5 business days. Not weeks. We prioritize speed without cutting corners on diligence.

🎯

Focused on Your Sweet Spot

$500K–$5M trades and construction in Ontario and across Canada. We specialize in what you're buying and where you're buying it.

How It Works

Each service has a clear, simple process.

Pick the service that fits your stage. Every step is designed to move you closer to closing.

LOI Builder ($9)

  • 1
    Choose Deal Type
    Asset purchase or share purchase — the builder adapts all clauses accordingly.
  • 2
    Answer the Questions
    Parties, price, terms, conditions, and signatories — guided step by step.
  • 3
    Review & Download
    Get a professional, lawyer-ready LOI. Download or copy to clipboard instantly.

Screen My Deal ($99)

  • 1
    Create Your Deal
    Register, create a deal, and answer a few quick questions about the business.
  • 2
    Upload Documents
    Upload the CIM and any financials the seller has shared.
  • 3
    Get Your First Look Report
    Financial sanity check, implied multiple, red flags, and 3-scenario analysis — delivered to your workspace.
  • 4
    Decide With Confidence
    Walk away early, or go deeper with Build My Profile for the full 4-stage analysis.

Build My Profile ($999)

  • 1
    Share Your Background
    Work history, financials, deal target, and financing needs.
  • 2
    We Build & Screen
    Executive summary, deal analysis (all 4 stages), LOI builder, and complete application package.
  • 3
    Review & Refine
    One round of revisions included. Final package is bank-ready.
  • 4
    Get Introductions
    We connect you with lenders actively funding your deal size and market.
Use Cases

When to use each service.

LOI Builder is for you if:

  • ✓ You've found a deal and want to get an offer in front of the seller quickly
  • ✓ You don't want to spend $2,000+ on a lawyer just for a non-binding LOI
  • ✓ You're evaluating multiple deals and need LOIs for each one
  • ✓ You want a professional starting point your lawyer can refine

Screen My Deal is for you if:

  • ✓ You've found a deal and need to know if it's worth pursuing
  • ✓ You want independent verification before engaging lawyers and accountants
  • ✓ You need negotiation leverage backed by data
  • ✓ You want to analyze a deal across multiple stages from CIM to due diligence

Build My Profile is for you if:

  • ✓ You want everything in one package — deal screening, LOI builder, and bank prep
  • ✓ You're ready to apply for financing and need expert guidance through the process
  • ✓ You want introductions to lenders actively funding your deal size
  • ✓ You're a first-time buyer or want your profile completely polished and bank-ready

Serious about closing?

Many buyers work through all three stages: draft the LOI to lock in the deal, screen the financials to confirm the numbers hold up, then build the profile to approach lenders as a fully prepared applicant. The Build My Profile service includes everything you need.

Ready to move forward?

Pick the service that matches where you are in your deal. Or start with a free account to explore the tools first.

Build Your LOI — $9 Screen My Deal — $99 Build My Profile — $999