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PRACTICE ANALYSIS

DEAL ADVOCATE

PRACTICE ANALYSIS

FOUNDATIONAL READINESS ASSESSMENT

$999

The Practice Analysis is a candid assessment of an advisor’s practice for inorganic growth initiatives and strategies. The analysis shows an advisor their strengths and weaknesses in positioning for acquisitions and provides guidance based upon the analysis.

Practice Analysis Includes:

  • Cash Flow Analysis

  • Financing Analysis

  • Acquisition Targeting

  • Red Flag Analysis

  • Team & Resources

  • LOI - Letter of Intent

  • Value Prop Analysis

  • Consultation Review