MY SERVICES
Phase I – Pre-LOI Go / No-Go Review
Before you submit a Letter of Intent (LOI) on a FedEx route acquisition, you need more than a broker package and optimism.
Phase I is a structured financial underwriting review designed to answer one question clearly:
Does this deal actually work — at this price?
I normalize earnings, evaluate fleet replacement exposure, stress-test debt capacity, and model required capital reserves so you can understand the true financial risk before committing capital, leverage, and time.
The goal is clarity — not guesswork.
The first step is always a focused Pre-LOI review to determine whether the deal supports disciplined underwriting standards.
Independent review. No broker affiliation. Confidential
Phase II – Post-LOI Financial Due Diligence
If you have already signed an LOI, the risk profile changes.
Phase II moves from underwriting assumptions to detailed validation.
This stage involves:
• Verification of earnings quality
• Detailed expense and normalization analysis
• Fleet condition and replacement cycle review
• Capital expenditure forecasting
• Debt service coverage validation
• Risk identification prior to closing
The purpose of Phase II is not to disrupt a deal — it is to ensure that the financial reality matches the negotiated terms before final commitment.
Due diligence should confirm discipline — not introduce surprises.
Independent review. No broker affiliation. Confidential
Accounting and Catchup Bookkeeping
Ok, so you're behind a month, or a year, or several years on your bookkeeping. I can get you caught up and tax return ready quick. If you are caught up I can keep you caught up going forward so you can get back to running your business instead of constantly handling back office functions.
The first step in working with me is ALWAYS a FREE Diagnostic Service to determine the health of your books.