BUYING A FEDEX BUSINESS?
Buyer-Side FedEx Acquisition Advisory
Investing in a FedEx P&D or Linehaul business is a substantial commitment. Our expert advisory services are here to guide you through every step of the acquisition process, ensuring you make informed decisions that align with your financial goals. Let us help you navigate the complexities of buying a FedEx business with confidence and clarity.
Independent buyer-side review. No broker affiliation. Confidential.
Before You Rely on the Broker's Numbers
Brokers Materials Review
Not every opportunity requires full underwriting on day one.
I'll independently review the broker's prospectus or CIM, asking price, stated SDE or EBITDA, seller add-backs, available financial statements, fleet information, and other key marketing materials.
The objective is to identify unsupported assumptions, missing information, and financial questions that should be answered before you invest substantial time or money in the opportunity
Typical Fee Range: $750 - $1,500
Independent buyer-side review. No broker affiliation. Confidential.
Does This Deal Actually Work – at This Price?
Pre-LOI Investment Underwriting
Before submitting a Letter of Intent, you need more than a broker package and optimism.
Pre-LOI Investment Underwriting examines the economics of the acquisition from the buyer's perspective.
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Normalized SDE or EBITDA
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Seller add-backs
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Purchase-price multiples
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Labor and management costs
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Fleet condition and replacement exposure
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Maintenance and insurance assumptions
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Required capital reserves
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Acquisition financing and debt service
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DSCR stress testing
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Preliminary purchase-price range
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Major financial risks
Typical Fee Range: $2.500 - $4,000
Independent buyer-side review. No broker affiliation. Confidential.
The goal is not to prove that the deal is good or bad. The goal is to determine what has to be true for the deal to work for you.
Move From Assumptions to Verification
Post-LOI Financial Due Diligence
Once you've signed an LOI, the risk profile changes. Now we move from analyzing the seller's claims to determining whether the underlying financial information supports them.
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FedEx settlement revenue verification
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Tax return and financial statement comparison
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Payroll and labor analysis
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Seller add-back testing
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Normalized operating expenses
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Fleet condition and replacement cycle
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Maintenance expense analysis
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Capital expenditure forecasting
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Management replacement costs
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Normalized buyer cash flow
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Acquisition debt service and DSCR validation
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Downside stress testing
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Financial red flags before closing
Typical Fee Range: $6,500 - $9,500
Independent buyer-side review. No broker affiliation. Confidential.
Due diligence should confirm discipline – not introduce surprises.
Structure the Tax Side Before You Close
Acquistion Tax Strategy & Planning
The purchase price is only one part of the economics of an acquisition. How the transaction is structured can affect your deductions, cash flow, tax liability, asset basis, and financing for years after closing.
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Acquisition Structure – evaluate the proposed entity and transaction structure from the buyer's tax perspective.
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Acquisition Financing – analyze acquisition debt, seller financing, shareholder funding, pledged-asset financing, and related debt/equity considerations.
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Purchase Price Allocation – develop a defensible allocation among vehicles, equipment, contractual rights, goodwill, and other acquired assets and coordinate the tax treatment with IRS Form 8594.
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Depreciation & Amortization – evaluate applicable Section 179, bonus depreciation, MACRS, and Section 197 intangible amortization.
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First-Year Tax Planning – estimate acquisition-year deductions and develop an initial tax strategy for the new operation.
Typical Fee Range: $3,500 - $6,500
Independent buyer-side review. No broker affiliation. Confidential.
I work with your attorney and other advisors on the tax and financial aspects of the transaction so that the purchase agreement, financing structure, and tax reporting are coordinated.
Financial Due Diligence + Acquisition Tax Strategy
Comprehensive Acquisition Advisory
For buyers who want an integrated financial and tax analysis of the transaction.
This engagement can combine financial verification, normalized cash flow, fleet CapEx, acquisition financing, DSCR, purchase price allocation, depreciation, and acquisition tax planning.
Rather than treating financial due diligence and tax planning as unrelated projects, the transaction is evaluated as a whole.
Typical Fee Range: $9,500 - $15,000
Independent buyer-side review. No broker affiliation. Confidential.