Underwriting

Financial modeling, red flag screening, and QofE-style reviews for small business acquisitions. Ideal for early diligence or final checks.

Includes model build or review, EBITDA adjustments, margin analysis, and deal viability flags.

Starting at $750 per project

Consulting

Ongoing support for founders, buyers, or operators. Covers budgeting, investor reporting, and strategic input across transactions or growth plans.

Flexible retainers tailored to your needs — monthly calls, financial reviews, or structure help.

Starting at $500/month

Industry and market insight to help you understand niche sectors, validate theses, or benchmark competition. Delivered clearly and concisely.

Includes trend reports, competitor mapping, and valuation comps.

Starting at $400 per report