SMB due diligence | $499 per deal

Real due diligence,
finally in reach.

Rigorous financial diligence on SMB acquisitions used to cost thousands and take weeks. Clearcasted reviews every line of the seller's financial records and flags what's real, what's inflated, and what's missing.

Delivered in 24 hours. AI-analyzed|Human-reviewed
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How it works

Three stages. One report.

Intake | Examination | Findings
STAGE I ▸ Intake
Dkt-001 · Documents received

Upload

Drop in the seller's financial documents. P&Ls, tax returns, balance sheets, add-back schedules. Any format.

STAGE II ▸ Examination
Dkt-002 · Cross-reference

Analysis

Clearcasted's AI cross-references every number and flags inconsistencies. A human reviewer validates every finding before the report is issued.

STAGE III ▸ Findings
Dkt-003 · Findings issued

Report

Receive a structured assessment with verified items, flagged concerns, and recommended next steps.

The situation

You're buying a story.
Make sure the numbers agree.

Findings·Ledger
CC-2026-08172
Exh.
Finding
Claimed
Actual
Delta
Flag
A
Revenue reconciliation. P&L vs. Schedule C  |  $45K gap unexplained
$412,000
$367,000
−$45K
Flagged
Claimed
$412,000
Actual
$367,000
Delta
−$45K
B
Add-back integrity. Owner travel includes related-party vendor  |  not discretionary
$28,000
$0
−$28K
Inflated
Claimed
$28,000
Actual
$0
Delta
−$28K
C
Customer concentration. Top 2 customers  |  single-client loss breaks the multiple
diversified
61% / top 2
structural
High risk
Claimed
diversified
Actual
top 2 = 61%
Delta
structural
3 findings
CLEAR casted
Sample findings

What a Clearcasted assessment surfaces

Every assessment covers revenue reconciliation across P&Ls, tax returns, and bank deposits; add-back scrutiny (including vendor-seller relationships); customer concentration analysis; payroll tie-out to 941 filings; and a list of documents still missing from the data room.

All names and figures in the sample have been altered.

Assessment IDCC-2026-08172
Issued2026.03.15
IndustryHome services
Asking price$1,850,000
Documents reviewed14
Clearcasted · Confidential assessment Next Steps:
CC-2026-
PAGE 9 OF 11
§ 5.0 · Recommendations
23Request 24 months of bank statements; reconcile to deposits.
24Obtain top-5 customer contracts; verify concentration exposure.
25Request Schedule C for FY–FY; reconcile to P&L.
26Verify add-back "travel" vendor is unrelated to seller.
27Request inventory restatement under consistent method.
28Consider price adjustment: recommended offer $.
§ 5 · Next steps
Clearcasted · Confidential assessment Verified Items:
CC-2026-
PAGE 6 OF 11
§ 3.2 · Verified items
05Rent expense verified against lease agreement. Consistent 36 months.
06Payroll figures match quarterly 941 filings. No discrepancy.
07Bank deposits reconcile to stated revenue within $.
08Sales tax remittances tie to state filings. Current.
09Vehicle titles verified against balance sheet assets.
10Officer compensation consistent across FY–FY.
§ 3.2 · Verified
Clearcasted · Confidential assessment Due Diligence Findings:
CC-2026-
PAGE 4 OF 11
§ 3.1 · Flagged items
01Revenue discrepancy: P&L shows $412K; Schedule C reports $367K. Gap of $45K unexplained.
02Add-back "owner travel" of $28K includes payments to vendor. Not discretionary.
03Top 2 customers represent 61% of revenue. Concentration risk: high.
04Inventory valuation method changed in FY. Restatement required.
§ 3.2 · Verified items
05Rent expense verified against lease agreement. Consistent 36 months.
06Payroll figures match quarterly 941 filings. No discrepancy.
07Bank deposits reconcile to stated revenue within $.
Overall assessment Proceed with caution
§ 3.1 · Flagged
Clearcasted
Analysis by
03 / 15 / 2026
Generated
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Pricing

One product. Priced for every deal.

We think every acquisition deserves scrutiny,
not just the big ones.

Single deal
$499
Per assessment · one-time
Full structured report covering every document in your data room. Additional revisions are $99 each, or upgrade to Serial Acquirer and we'll credit your $499 toward your first month.
Serial acquirer
$999/mo
Unlimited · monthly
Unlimited assessments. For acquirers evaluating multiple deals simultaneously or acquiring regularly.
40%+
of SMB acquisitions contain financial discrepancies
$30K
average cost of a CPA Quality of Earnings report
$499
Clearcasted assessment

The seller's numbers tell a story.
Is it the right one?

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