Reports that stand up to a lender's questions.
Market analysis, due diligence summaries and industry benchmarks, written so that lenders, investors and buyers can check every number and trust the story behind it.
Free 15 minute consultation. No obligation, fully confidential.
- Every assumption written down
- Confidential by default
- Review call after delivery
What will your report be used for?
Pick a purpose. We'll suggest what belongs inside.
- 1Executive summary
- 2Market analysis
- 3Industry benchmarks
- 4Due diligence summary
- 5Risks and assumptions
- 6Sources and methods
An outline to guide the conversation. The final scope is agreed with you on a call, before any work starts.
Three reports, one standard of proof
Order one, or combine them. Whatever you choose, the numbers are sourced and the assumptions are written down.
Market analysis
Who buys, how big the market is and who you compete with, written for a reader who has never heard of your business.
- Market size and direction
- Competitors and positioning
- Customers and demand
Due diligence summary
A plain English view of what a buyer or lender would check, what looks sound and what needs a closer look.
- Financial and legal checkpoints
- Findings ranked by importance
- Open questions flagged early
Industry benchmarks
See how your numbers compare with businesses like yours, so you know where you are strong and where a reader will push back.
- Margins and cost ratios
- Typical ranges for your industry
- Gaps explained, not hidden
What a good report contains
Tap a section to see what goes in it and why a reader looks for it.
Sample layout. Your report is shaped around your purpose and your reader.
Written for the person who reads it
A report for a lender is not a report for a buyer. Pick a reader to see the questions we write for.
What a lender asks
Lenders look first at whether the business can repay and then at what could stop it.
- 1Can the business repay the loan from its own cash?
- 2How steady is the income?
- 3What are the biggest risks, and are they stated?
Where the report answers
Financial analysis shows repayment capacity and Risks and assumptions shows what could go wrong.
What an investor asks
Investors want to see the size of the opportunity and how the business compares with others.
- 1How large is the market and where is it heading?
- 2How does the business compare with its peers?
- 3What would change the picture?
Where the report answers
Market and competition sets the scene and Industry benchmarks puts the numbers in context.
What a buyer asks
Buyers want to know what they are really getting before they commit.
- 1Are the numbers what the seller says they are?
- 2What needs a closer look before signing?
- 3What is the business like against its industry?
Where the report answers
Due diligence summary lists what was checked and what was found, and benchmarks show how the business compares.
What a seller prepares for
Sellers who know the questions in advance negotiate from a stronger place.
- 1What will a buyer challenge first?
- 2Can I back up every number?
- 3How do I show where the business is strong?
Where the report answers
Executive summary tells your story, and Sources and methods shows every figure can be checked.
From first call to finished report
Six steps, one team and no surprises. Timing depends on the scope, and we confirm it with your quote.
- Step 1
Scope call
We agree what the report is for and who will read it.
You and us - Step 2
Fixed quote
Scope and price confirmed in writing before any work starts.
Agreed first - Step 3
Research and analysis
We gather sources, build the numbers and test the assumptions.
Our work - Step 4
Draft report
You get a full draft to read, mark up and question.
Your first read - Step 5
Review call
We walk through the draft and change what needs changing.
Questions answered - Step 6
Final delivery
The finished report, ready for the lender, investor or buyer.
Yours to use
What to have ready
You don't need everything on day one. Tick what you already have and see how prepared you are.
Tick the items you already have.
Report questions we hear most
Short answers here, longer ones on a call.
Ask us on a free call and we'll give you a straight answer, even if the answer is that you don't need a report yet.
Book a free call Or message us on WhatsAppIt's a written analysis of a business or a market, put together so that someone who has to make a decision can check the facts. Typical readers are lenders, investors, buyers and the owner.
Market analysis, due diligence summaries and industry benchmarks. We can combine them into one report, and we will agree the scope with you on a call before any work starts.
Lenders who want to see risk and repayment ability, investors who want to see the opportunity, buyers who want to see what they are really getting, and sellers who want to be ready for questions.
The more you can share, the stronger the report. Financial statements, a short description of the business and its market, and the questions your reader is likely to ask all help. Our checklist above lists what to have ready.
Yes. We treat everything you share as confidential and we sign an NDA on request.
No. A valuation gives an opinion on what a business is worth. A report analyses the market, the risks or the numbers behind it. Many clients order both, and we can start with whichever you need first.
Tell us what you need the report for
Share who the report is for and what it should cover, and we'll come back with a fixed quote and the next steps.
- 1Within a dayWe replyAn advisor contacts you by phone or email.
- 2The callWe listenFifteen minutes on your purpose, your reader and your deadline.
- 3Your quoteWe scope itA fixed quote and a clear outline of what the report will contain.