Request a Report — Preflight Research

Tell us about the target.

What are you looking to acquire? The more specific you are, the deeper we can go.

Company name — if known

Industry

Location

What does the business actually do? — in your own words

Year founded

Employees (approx.)

How did you find this target?

The numbers.

What you know so far. Estimates are fine — we'll flag what needs verification.

Asking price (or estimated value)

Annual revenue

EBITDA or SDE (owner cash flow)

Revenue growth trend

What's the investment thesis? — why this business, why now?

How are you planning to finance this?

What's your timeline?

What's keeping you up at night?

Be honest. The things you're worried about are exactly what we need to investigate. This is where the real value is.

What are your top concerns about this deal? — select all that apply

🎯

Customer concentration

👤

Owner dependency

📊

Revenue quality / sustainability

🏔️

Market position / competition

📉

Margin pressure / cost inflation

⚙️

Technology or equipment risk

⚖️

Regulatory / compliance risk

👥

Key employee retention

🔗

Supplier dependency

🔄

Cyclical / economic exposure

💲

Overpaying / valuation

🧩

Post-acquisition integration

What would make you walk away from this deal?

What's the one question you most want answered?

Anything you already know that worries you? — rumors, gut feelings, red flags from the CIM

Almost done.

Review your submission. We'll respond within a few hours with a preliminary assessment and scope of work.

Your name *

Your email *

Your role / firm

Anything else we should know?

✓

Received. We're on it.

You'll hear from us within a few hours with a preliminary assessment and a scope of work. No obligation, no cost for the initial read.

In the meantime, download a sample report to see the depth you'll receive.