Diligence

How We Support Diligence — Once You’re Under LOI

We guide searchers through key parts of diligence, with hands-on support for what matters most.

What We Help With Directly
  • Income Statement Review – Spot revenue trends and cost red flags.
  • Working Capital Guidance – Help estimate post-close reserves and runway.
  • Reference & Fit Checks –  Assess your fit with the seller and team.
What We Help You Navigate
  • Quality of Earnings (QoE) – We don’t provide this directly but can connect you with trusted providers.
  • Proof of Cash – Support interpreting the analysis if done by a third party
  • Tax Returns & Balance Sheet – We help you spot surface-level issues — deep dives happen post-LOI.

If you'd like to learn more about SHV, or share a deal, please get in touch!