GENERAL OVERVIEW
Most buyers spend days — sometimes weeks — evaluating deals that were never worth pursuing. The Preliminary Vetting Report (PVR) changes that. It's a fast, expert-led assessment designed to tell you what matters before you go any further.
Based on the Confidential Information Memorandum (CIM) and any available financial data, our M&A CPAs analyze the business's financial profile, identify key risks, and flag anything that warrants closer scrutiny — or immediate caution. You get a clear, structured report that helps you move decisively.
The PVR is particularly valuable if you're evaluating multiple deals simultaneously and need a reliable filter before committing to full due diligence. It's also included without limit as part of our Search Advisory service.
WHAT YOU'LL RECEIVE
Financial Assessment
We review the available financial data from the CIM and any supplement materials to assess revenue trends, earnings quality, and the overall reliability of the numbers presented. We highlight what checks out — and what raises questions.
Risk Identification
We flag key risks specific to the deal — whether that's customer concentration, owner dependency, unusual add-backs, inconsistent margins, or anything else that could affect the value or viability of the acquisition.
Valuation Context
We provide context on the asking price relative to the business's financial profile and typical market multiples. This helps you understand whether the deal is priced fairly — and what assumptions you'd need to believe to justify the asking price.
Written Report
You receive a clear, structured written report summarizing our findings. It's designed to be actionable — giving you what you need to make a confident go / no-go decision and, if you're proceeding, to know exactly what to dig into further.
EVERYTHING INCLUDED
- Review of CIM and available financial data
- Assessment of revenue trends and earnings quality
- High-level review of claimed add-backs and adjustments
- Identification of key business and financial risks
- Customer and revenue concentration analysis
- Owner dependency and transition risk assessment
- Flagging of unusual items or inconsistencies in the financials
- Valuation context relative to asking price and market multiples
- Structured written report with key findings and recommendations
- Clear go / no-go guidance with rationale