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:
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Does this deal actually work — at this price?
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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.
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The first step is always a focused Pre-LOI review to determine whether the deal supports disciplined underwriting standards.
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Independent review. No broker affiliation. Confidential
Phase II – Post-LOI Financial Due Diligence
If you have already signed an LOI, the risk profile changes.
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Phase II moves from underwriting assumptions to detailed validation.
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This stage involves:
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• 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
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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.
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Due diligence should confirm discipline — not introduce surprises.
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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.
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The first step in working with me is ALWAYS a FREE Diagnostic Service to determine the health of your books.