Acquisition DeskSee what happens after
you add a deal.
Follow a fictional acquisition from listing import through financial analysis, risk review, broker outreach, diligence updates, and downloadable acquisition materials.
Start free with 2 deal analyses. Buyer OS unlocks for 14 days after your first successful Financial Analysis. No credit card required.
This fictional example is for product demonstration only.
Summit Property Services
Commercial and residential restoration company · Northern California
Summit Property Services is a fictional restoration company created to demonstrate the Acquisition Desk workflow. All names and figures are illustrative.
Listing Import
Listing Import
Clip deals directly from broker sites. The system instantly structures the data so you can begin evaluation.
Summit Property Services
Start with organized deal facts instead of rebuilding every listing in a spreadsheet.
Buy Box Fit
Buy Box Fit
Instantly see how the opportunity aligns with your targeted criteria, budget, and desired involvement.
The same opportunity can be attractive to one buyer and a poor fit for another.
Financial Analysis
Financial Analysis
Standardized SBA 7(a) modeling gives you a clear picture of cash to close, debt service, and true take-home pay.
Implied Valuation
SBA Debt Scenario 10.75% RATE
Cash to Close
Scenario estimate based on modeled financing assumptions. Confirm final terms with a qualified lender.
AI Risk Review
AI Risk Review
Identify hidden red flags, missing facts, and critical assumptions before you spend hours on diligence.
6 Flags Identified
High customer concentration risk
Needs ConfirmationListing mentions 'major accounts' driving revenue but no exact percentage breakdown provided. Critical for Phase 1 diligence.
Lease expiration approaching
FactListed as 1 year remaining on current facility lease. Significant relocation risk for heavy restoration equipment.
Key employee retention
Needs Confirmation18 employees, but management layer not specified for a semi-absentee transition. Are field managers under contract?
Licensing transition
FactCalifornia requires active contractor licenses (B, C-15). Buyer must qualify or retain an RMO to continue operations.
Valuation multiple
Fact3.87x SDE is at the higher end of the typical 2.5x-4.0x range for this size and specific service industry.
Working capital requirements
Needs ConfirmationB2B restoration often has 60-90 day AR cycles. Exact working capital target needed for accurate loan sizing.
Broker questions
- What percentage of revenue comes from the largest customers or carriers?
- Who owns field-manager and licensing responsibilities today?
Recommended diligence
- Request tax returns, add-back support, lease documents, and license records.
- Validate working capital needs and seller transition expectations.
The goal is not to make the decision for the buyer—it is to show what must be verified before proceeding.
Deal Pursuit Pack
Deal Pursuit Pack
Automate your broker outreach. Generate personalized emails, Phase 1 diligence questions, and standard information requests instantly.
Initial Email
Personalized outreach tailored to the listing.
Call Prep
Targeted questions based on the AI risk review.
Post-Call Follow-Up
Standard data request for Phase 1 diligence.
Post-NDA Request
Key steps before signing the NDA or drafting an LOI.
Hi [Broker Name],
I am reaching out regarding Summit Property Services. I'm a buyer focused on restoration services in Northern California with committed liquidity and $350k available cash.
The 12-year operating history and 2.12x modeled DSCR are compelling. Before proceeding, I’d like to understand the facility lease and the current role of the 18 employees.
Are you available for a 10-minute introductory call next Tuesday?
Best,
[Your Name]
Ask sharper questions and move the opportunity forward without starting from a blank page.
Learn how account access, uploaded materials, and AI-assisted workflows are handled in our Security & Data Practices.
Acquisition Memo
Bring the opportunity into one organized PDF.
Review the deal snapshot, modeled financing, Buy Box Fit, key risks, missing information, and suggested next steps in one downloadable summary.
Downloadable Acquisition Memo
Review the deal snapshot, modeled financing, Buy Box Fit, key risks, missing information, and suggested next steps in one downloadable summary.
Download Sample Acquisition MemoBuyer-side screening summary. Not a lender submission package.
Fictional sample. Not lending, legal, tax, accounting, or investment advice.
Keep your analysis organized and make it easier to review the opportunity with a spouse, partner, mentor, or trusted adviser.
Inside the Memo
Deal Updates
Deal Updates
Log broker calls and new facts. Our system reads your updates, suggests model changes, and resolves risk flags.
"Spoke to broker. Seller is open to 10% seller note. Lease can be renewed for 5 years."
A deal evolves after the listing. Acquisition Desk keeps the new information connected to the original analysis.
Intentional, not silent.
Acquisition Desk reads your notes, CIM excerpts, and broker emails. It extracts facts, mitigates risks, and updates financial assumptions—but it never changes your deal record without your approval. Suggested changes are reviewed and applied intentionally.
Bring advisers and acquisition partners into the conversation with one organized deal summary.
Explore Partners & AdvisersDeal Copilot
Deal Copilot
Chat directly with the deal record. Ask specific questions about margins, debt service scenarios, and growth opportunities based on the facts you've gathered.
A 10% drop in revenue ($385,000) assuming fixed margins would reduce your SDE by approximately $150,000 (depending on variable vs. fixed costs).
This would lower SDE to $470,000. Against your debt service of $293,000, your DSCR would drop to 1.60x, which is still comfortably above the SBA minimum of 1.15x but significantly tighter.
Your take-home would drop from $327,000 to $177,000.
The conversation stays grounded in the saved opportunity instead of requiring the buyer to restate the deal in every prompt.
From listing link to an organized acquisition workspace
Acquisition Desk does not decide whether you should buy the business. It helps you organize the facts, expose assumptions, and prepare better questions.
A personalized financial model
A prioritized diligence plan
Professional broker outreach
A downloadable Acquisition Memo
Ready to evaluate your own deal?
Create your free account, add a listing, and see how the opportunity fits your goals.
Start free with 2 deal analyses. Buyer OS unlocks for 14 days after your first successful Financial Analysis. No credit card required.