Client: First-Time Entrepreneur

Objectives

  • Identify “large rock” business issues
  • Assess whether the negotiated purchase price was reasonable
  • Obtain guidance for a successful acquisition

Our Role

  • Performed high-level due diligence
  • Evaluated historical financial statement trends, current operational performance, and the seller’s projected turnaround
  • Delivered an EBITDA-based valuation using comparable DealStats transactions

Results & Value

  • Determined the business was underperforming, its value was significantly below the negotiated price, and supported reopening negotiations