Deal Services
Five fixed-fee deal services, and how to choose between them.
When a deal or a decision is on the table, one of five defined pieces of work answers it: a Quality of Earnings, operational due diligence, an Exit Readiness Review, Capital Readiness, or the SBA quality of earnings a 7(a) lender relies on. Each is one fixed fee, quoted in writing after a scoping call, for businesses earning roughly $500K to $5M of EBITDA.
Which service
Start with what you are doing, whether buying, selling, borrowing or deciding.
Four starting points, two questions each, and the service at the end of every branch.
Most deals at this size land on a Quality of Earnings at Core scope, and most owners more than a year from a sale land on the Review.
Before you spend on diligence
The Red-Flag Screen says whether the deal is worth a full review.
A judgment read of what you already have, in about five business days, before a letter of intent or before you pay for a full Quality of Earnings. We say where the risk sits. Whether the earnings tie to the tax return, whether the add-backs look real, any customer above our 15 to 20% test, whether the owner holds the relationships the revenue depends on, and what working capital the business needs on day one. No tie-outs and nothing a lender can rely on; credited toward a review if you proceed. Owners who are selling use it as the first look at their own books.
Fees and timing
What each service answers, what you receive, and when.
Five services on one page, with the question each one answers, the documents you receive, the window, and how the fee is set.
Business days count from Day 1, the later of the last critical item on our request list and cleared payment. Every quote is one fixed fee in writing.
Ryan Anoskey, CPA
Partner
Jared Luegers, CFA
Founder and Managing Partner
Who does the work
Every service is run by the two partners who scoped it.
Ryan Anoskey, CPA, leads the numbers. Jared Luegers, CFA, leads the operational read and performs the documented second review. LIMESTONE issues every report. At scoping we tell you the fee and the earliest Day 1 we can hold, and we say what the calendar holds before you sign. How an engagement runs is on the How We Work page.
See the work
Read a Quality of Earnings sample first.
The Lite sample opens in your browser with no form; the Full-scope sample comes by email so we know where it went. An illustrative case, built on a fictional business, sits with the samples on the Case Studies & Samples page.
Get started
Bring the deal or the decision, and we will say which service it needs.
A thirty-minute call, then one fixed fee in writing, usually within a business day. If no service fits, we’ll say what kind of advisor you need instead.