Get a second opinion before you move forward.
Bring me the deal you are considering and we will talk through the price, financing, cash flow, assumptions, major risks, and questions you should be asking next.
A focused conversation and experienced second opinion. No financial model, scorecard, or written report is created.
Pay for the conversation you actually need.
Shorter calls work best when your question is narrow. Choose more time when you want to explore the numbers, financing structure, risks, and next steps together.
Quick Deal Gut Check
Best for one focused question, a purchase-price sanity check, or a quick reaction to the most important numbers.
Choose 15 minutesDeal Reality Check
Enough time to discuss the headline economics, valuation, financing, obvious risks, and the next diligence questions.
Choose 30 minutesDetailed Deal Discussion
Best for a more complicated transaction or a deeper conversation about structure, assumptions, downside, and negotiation points.
Choose 60 minutesFocus the call on the decision in front of you.
You do not need a polished financial model. Bring the information you have, tell me what concerns you, and we will work through the deal together.
Price and valuation
Whether the asking price appears reasonable relative to the reported earnings, assets, growth, and risk.
Financing and coverage
How the proposed down payment, debt service, seller financing, or other capital affects the buyer.
Cash flow quality
What may be missing from reported EBITDA, SDE, NOI, free cash flow, add-backs, or working capital.
Assumptions and downside
Which parts of the story deserve skepticism and what happens if revenue, margins, or the exit fall short.
Risks and diligence gaps
Customer concentration, owner dependence, deferred investment, weak records, or other issues to investigate.
Questions and next steps
What to ask the broker or seller, what information to request, and whether deeper underwriting is warranted.
This is a call-only second opinion.
The Deal Gut Check is intentionally narrower than either hourly modeling work or the fixed-fee acquisition analysis. Each service solves a different problem.
Deal Gut Check
A focused live conversation when you want experienced judgment but do not need a new model or formal analysis package.
- 15, 30, or 60-minute live call
- Discussion based on the information you provide
- No workbook construction or spreadsheet changes
- No scorecard, written report, or post-call deliverable
Modeling and Full Analysis
Choose one of these when the work itself—not only the conversation—needs to be completed for you.
- Hourly billing: hands-on custom model building, revisions, spreadsheet work, or ongoing consulting
- Fixed-fee deal analysis: independent underwriting model, downside analysis, scorecard, findings, and review call
- The Deal Gut Check does not include hourly work before or after the call
Learn about hourly custom work
Bring the deal. I will bring an independent perspective.
Keep the background concise so the paid time can stay focused on what the numbers mean and what you should do next.
Select your time
Choose 15, 30, or 60 minutes in the PayPal checkout and complete payment securely.
Send a short summary
I will contact you using the email attached to the purchase to arrange the call and request the basic deal information.
Talk through the decision
We will use the scheduled time to discuss the economics, risks, questions, and most useful next step.
Helpful information to bring
- Deal listing, offering memorandum, or short description
- Asking price and proposed financing structure
- Revenue, EBITDA, SDE, NOI, or available cash-flow figures
- Your main concern and the decision you are trying to make
Important scope limits
- A brief listing or summary may be reviewed for context; detailed document review is not included
- The call does not include a financial model, valuation opinion, score, or written recommendation
- Unused call time does not create future modeling or consulting hours
- Legal, tax, lending, inspection, and industry-specific diligence require the appropriate professionals
Choose a call length and talk the deal over with me.
Select your preferred time block in PayPal. After checkout, I will contact you using the email associated with the purchase to coordinate the call.
- 15 minutes: $99
- 30 minutes: $199
- 60 minutes: $349
- No model, scorecard, or written deliverable included
Choose your call length in the PayPal box below. Available payment methods may vary by device and location.
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This is an educational and analytical discussion based on the information you provide, not legal, tax, lending, investment, or other regulated professional advice. If your timing is urgent, contact me before purchasing to confirm availability.
