Institutional-grade deal underwriting for SMB acquisition buyers
Led by former Big 4 (EY) and private equity (Morgan Stanley) we provide buy-side SMB Pre-LIO and QoE Lite acquisition services, along with sell-side business valuations and exit planning.
NexTax.AI is also the company behind AcquiFlow, a deal intelligence platform that brings institutional-grade underwriting to SMB acquisition buyers. The platform normalizes seller earnings, benchmarks against 17,000+ real closed transactions, 20,000+ sets of lender-grade financial statements across 40+ industries, and stress-tests financing under SBA-style assumptions to help buyers determine which deals deserve an LOI before committing capital.
Perfect for the DIY searcher that is looking to minimize costs and avoid re-trades from sending bad deals through to $15-20k QoE engagements.
QoE / Financial DD
A focused quality-of-earnings analysis for deals that need real earnings validation, without the $15K–$25K cost of a full QoE. QoE Lite includes: - Everything in Tier 2 - Adjusted EBITDA bridge - Add-back validation & quality scoring - Revenue trend, mix & customer concentration analysis - MRR / retention & customer LTV review - Net working capital peg calculation - Quality of debt schedule & covenant review - Proof-of-cash & bank reconciliation - Tax-return-to-book reconciliation
Valuation
For owners who want to grow the number before they sell it. Valuation + Optimized review includes: - Executive summary - Valuation range (low / mid / high) - Multiple used + drivers - Comparable transactions - Full financial normalization (EBITDA / SDE bridges) - Owner comp benchmarking - Working capital analysis - Customer concentration review - Margin benchmarking vs. industry - Debt capacity / SBA finance check - Exit-readiness assessment - Value improvement roadmap - Recommended next steps
Valuation
“I just want to know approximately what my business is worth.” Sell-side valuation snapshot includes: - Executive summary - Estimated value range (low / mid / high) - Multiple used & what drives it - Comparable transactions - Key strengths - Biggest value detractors
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