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Business Purchase Evaluation and Guidance
Assessing the deal
Purchasing a business is a big decision. Let our team guide you through the process.
Our team helps you ask the right questions and assess industry and business-specific risks.
We model the expected cash flows and stress for shocks like a spike in interest rates, loss of revenue, or a sharp increase in input costs.
But why use us?
The stress test team is led by Owner Actions co-founder Mark Fleming.
Mark, is a Chartered Financial Analyst (CFA) and hold the designation of Financial Risk Manager (FRM) from the Global Association of Risk Professionals, he has nearly two decades of experience of investment experience. His experience touches almost every type of business from start-up to 100+ year multi nationals, from one hundred thousand dollar deal, to one hundred bullion dollar deals. And industries ranging from plumbing to artificial intelligence.
We’re eager to guide you through your acquisition and put the full resources of Owner Actions behind you and your business.
Value-add services
Stress test
Because the future is unknown, we test for a range of scenarios to evaluate how your target business could be affected.
Risk evaluation
Different industries have different risk factors. Our team identifies the biggest threats to your target.
Access our resource network
With over 480+ business partners, we can connect you with the resources you need before during and after your purchase.
Choose the plan you need.
Businesses with professional prepared financials
$500.00
- Must have professionally prepared Profit & Loss statement
- Seller has provided monthly financial statements and business tax returns
- Industry risk assessment
- Up to one 1-hr meeting with you and the seller
- Forecast future cash flows
- Stress test cash flows for interest rate, input costs, and revenue shocks
$500.00Buy Now
Businesses with organized financials
$750.00
- For businesses owner prepared monthly P&L available
- At least 3 years of business tax returns available
- Industry risk assessment
- Up to one 1-hr meeting with you and the seller
- Forecast future cash flows
- Stress test cash flows for interest rate, input costs, and revenue shocks
$750.00Buy Now
Business with unstructured financials
$1,200.00
- For businesses with no monthly P&L from accounting system available
- Build estimates based on information provided
- Industry risk assessment
- Up to one hour meeting with you and the seller
- Forecast future cash flows
- Stress test cash flows for interest rate, input costs, and revenue shocks
$1,200.00Buy Now
Businesses with professional prepared financials
$500.00
- Must have professionally prepared Profit & Loss statement
- Seller has provided monthly financial statements and business tax returns
- Industry risk assessment
- Up to one 1-hr meeting with you and the seller
- Forecast future cash flows
- Stress test cash flows for interest rate, input costs, and revenue shocks
$500.00Buy Now
Businesses with organized financials
$750.00
- For businesses owner prepared monthly P&L available
- At least 3 years of business tax returns available
- Industry risk assessment
- Up to one 1-hr meeting with you and the seller
- Forecast future cash flows
- Stress test cash flows for interest rate, input costs, and revenue shocks
$750.00Buy Now
Business with unstructured financials
$1,200.00
- For businesses with no monthly P&L from accounting system available
- Build estimates based on information provided
- Industry risk assessment
- Up to one hour meeting with you and the seller
- Forecast future cash flows
- Stress test cash flows for interest rate, input costs, and revenue shocks
$1,200.00Buy Now
You May Also Need
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Food Truck
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Bookkeeping
Loans
Legal Help
IT Help
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All-in-one Bundles
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Food Truck
Restaurant
HVAC
Apartments
How long will our process take?
Initial reviews are completed withing five business days.
How many updates are provided?
We offer up-to three updates to your forecasts as new information is acquired.
What is required of me?
You need to pass along all provided by the seller and sellers agents.
What types of businesses do you work with?
We have experience with businesses of all types and all revenue models.
What guarantees do you provide?
Business acquisitions include a wide range of factors. We can not guarantee funding or guarantee future cash flows will match projected cash flows.
What is your refund policy?
No refunds are available after the commencement of work.
Full refunds are available prior to the submission of deal information.
We offer full a refund if for some reason we believe our process is not a good fit for your business.
What if I want to look at multiple business
Our packages include one business evaluation. Additional evaluations will require additional purchases.
