Motivation to Sell
Why is the owner selling the business at this time?
Understand motivation and urgency.
Financial Health & KPIs
What are the revenue and EBITDA trends over the last five years?
Evaluate performance, trends, and valuation readiness.
Competitive Advantage
What differentiates this business from competitors?
Identify defensibility and positioning.
Operational Readiness
How structured and independent are operations and management?
Assess maturity and scalability.
Growth Opportunities
What future growth opportunities exist?
Assess scalability & forward potential.
Risks & Liabilities
Any outstanding liabilities, legal issues, or dependencies?
Reveal hidden risks.