Resources By Deal Stage
Deal Sourcing & Evaluation
*Sourcing high quality deal flow and evaluating the best deal opportunities to pursue.
Preliminary Negotiations
Creating Indication of Interest (IOI) and Letter of Intent (LOI). Guiding discussions with sellers.
Quality of Earnings
Deep financial and operational analysis. Manage third party vendors in speciality areas (Lawyer, CPA, etc;).
Transaction Completion
*Finalize negotiations. Deal structuring and capital raising.
Post-Close Growth Planning
*What operational levers will grow the business? How can we maximize ROI/IRR?
We Support These Two Deal Stages
*Note: Step 1, 4 & 5 are grayed out because Guardian does not currently offer services for those stages.
Preliminary Negotiations
Your Quality of Earnings
About Guardian Due Diligence
We are your deal champion. Each deal needs a lawyer, a CPA, and an expert deal professional. Guardian is the expert. We provide the advice that allows buyers to more effectively manage the highly layered process of buying a business and feel comfortable that they are not getting fleeced or buying a lemon. This allows our clients to focus on the deal and not the details. Our services provide an expert layer of protection for your investment.