BEFORE YOU WIRE THE MONEY, KNOW WHAT YOU ARE BUYING.
Financial and legal diligence are table stakes. We focus on market, digital, growth mechanics, and operational risk — the gaps that show up six months after close.
First-time buyers who need someone in their corner beyond the broker and the attorney. Family offices, PE operators, serial acquirers, and search funds who need market, digital, and growth diligence their in-house bench doesn’t cover.
INVESTMENT & TIMELINE
$50,000–$75,000
Typical engagement: 4–6 weeks
Optional post-acquisition advisory: $10,000–$15,000/mo.
DELIVERABLES
- Competitive landscape analysis and positioning map
- Digital footprint audit: SEO health, traffic trends, backlink profile, brand sentiment
- Technology stack assessment and integration risks
- Customer acquisition cost modeling and channel dependency view
- Market sizing and TAM analysis tied to defensible assumptions
- Operational risk flags surfaced for counsel and operators
- Go / no-go recommendation with supporting evidence
- 90-day post-acquisition growth plan — not an outline, a playbook you execute from day one
- Comprehensive written report + executive briefing
THREE PHASES
Scope & data access
We align on thesis, risk focus, and data room access. You get a clear workplan before research begins.
Deep-dive intelligence
Operator-led analysis accelerated by AI — competitive, digital, growth, and ops signals synthesized into a single view.
Decision & handoff
Executive briefing, written report, and optional post-close advisory retainer if you want us in the first 90 days.