Move from seller materials to LOI readiness.
Pre-LOI Support helps buyers move from seller materials to LOI readiness by clarifying key risks, open questions, and post-LOI diligence priorities.
The offering is organized in two milestones.
Assesses whether the opportunity is worth moving toward LOI based on available seller materials.
Translates due diligence findings into LOI considerations, deal structure priorities, and post-LOI diligence requests.
What Pre-LOI Support Clarifies
- What appears supportable
- What remains unverified
- Whether lender compatibility may be an issue
- How risks may affect LOI posture
- What should shape post-LOI diligence priorities
- What advisor work should be focused first
Typical Materials Reviewed
- Sell overview and CIM
- Financial statements
- Business tax returns
- Add-back schedule
- Asking price / enterprise value
- Customer and revenue detail
If materials are limited, SHP may recommend a limited review or identify what should be requested before deeper commitment.
Scope boundaries.
Pre-LOI Support is not a Quality of Earnings report, audit, legal review, tax opinion, lender underwriting, formal valuation, or comprehensive confirmatory diligence.
Defined scope. Structured review. Focused discussion.
The buyer shares the acquisition opportunity, current stage, and support needed.
SHP confirms the buyer’s objective, timeline, available materials, and appropriate support path.
SHP reviews available information through a structured buyer-side lens.
The buyer receives focused findings and practical next-step considerations.