Free Lesson
Pre-LOI Financial Due Diligence for Small Business Buyers
45 min
Oct 15, 2025 12:00 PM
Virtual (Zoom)
In this video
What you'll learn
5 Key Areas Every Small Business Buyer Must Review
Emphasis on 5 areas of financial due diligence to check in every CIM before signing an LOI.
Spot the Red Flags SMB Buyers Often Miss
Identify inflated SDE, risky customer concentration, and other red flags that derail deals.
How Addbacks Impact Business Valuation
See how small changes in addbacks flow into SDE and valuation, protecting you from overpaying.
Why Multiples Flex From Buyer to Buyer
Understand how deal structure, revenue style, and buyer fit shift multiples in real transactions.
Why this topic matters
Most first-time small business buyers spend too much time chasing bad deals or risk overpaying because they don’t know what matters pre-LOI. This lesson gives you a clear checklist and practical tools to quickly evaluate CIMs, spot risks early, and build confidence in your decisions — helping you save time, avoid costly mistakes, and move closer to owning the right business.
You'll learn from
Nate Smieja
CFO Advisor helping first-time buyers vet deals and succeed in ownership.