Acquisition Deal Review

AI has taken all the financial modeling customers. I must reposition myself. The primary product / service that SmartHelping will offer going forward is a small business acquisition deal screener. My old offering was building logic in templates for clients (never touching their actual data). The new service is taking data for a potential acquisition, running it through the proper model, and building an output report within 3 days that includes my own thoughts on the acquisition and assumptions.

What I'll Try To Answer for You:

  • Is this business or property worth buying?
  • How much debt can it safely support?
  • How much cash will the buyer need after closing?
  • What happens if revenue misses plan by 10%?
  • Can the forecast be trusted (challenge assumptions)?

You still get my judgement while most of the spreadsheet production is automated.

To start, see the services page.

What Clients Receive:

Within three business days of submitting complete information:

  1. Standardized Deal Scorecard
    • Purchase price
    • Total transaction costs
    • Debt and equity required
    • Normalized EBITDA, SDE, or NOI
    • Debt service and DSCR
    • Cash flow after debt
    • Buyer cash-on-cash return
    • IRR and equity multiple where applicable
    • Break-even revenue or occupancy
    • Maximum supportable purchase price
  2. Base and Downside Analysis
    • Revenue or occupancy decline
    • Margin compression
    • Higher interest rate
    • Additional working-capital requirement
    • Unexpected capex
    • Reduced exit value
  3. Price and Financing Sensitivity
    • What happens at different purchase prices
    • What happens with different down payments
    • How much debt the deal can reasonably support
    • Whether the transaction has enough downside cushion
  4. Written Findings
    • Three to five major risks
    • Questionable add-backs or assumptions
    • Missing diligence items
    • Potential negotiation points
    • Questions to ask the seller, broker, or lender
  5. A 45-minute Review Call
    • Walk through the findings
    • Explain the major drivers
    • Discuss what could make or break the deal
    • Answer questions about the model and assumptions
Mission

My mission for SmartHelping is to help entrepreneurs, investors, and business owners make better investment and acquisition decisions by turning complex financial information into clear, practical analysis.

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