Financial analysis documents
MorCapital Advisors → Deal Day

Independent Acquisition Analysis.
48 Hours. Written. Direct.

Submit the listing and financials. We rebuild the numbers, evaluate every risk, and tell you whether this business is worth buying — before you commit capital.

Book Your Deal Day Intake Call →

Already know what you need? Skip the intake — book a strategy session directly →

About the Advisor

$3,500 flat fee · 48-hour turnaround from receipt of financials

$3,500 flat fee
48 hours from financials to report
Written findings report
90-min strategy call included
Direct go / no-go recommendation
What Deal Day Is

Independent analysis of a specific business — in 48 hours.

Deal Day is a 48-hour independent analysis of a specific business you're evaluating. You submit the listing and financials. We rebuild the numbers from source documents, evaluate SBA viability, identify every risk worth flagging, and deliver a written findings report with a direct go/no-go recommendation.

The purpose is to tell you whether a business is worth buying before you commit capital, sign a LOI, and spend months in due diligence. Most acquisition mistakes are made before the offer. Deal Day exists to prevent them.

Colton Mortag personally conducts every Deal Day analysis. You're not getting a junior analyst or a templated report.

Who Books a Deal Day

Built for buyers with a live deal to evaluate.

  • Buyers evaluating a live listing from a broker or marketplace
  • SBA-backed buyers verifying deal viability before engaging a lender
  • First-time buyers who need help reading business financials
  • Experienced buyers who want a second set of eyes on a specific deal
  • Buyers preparing a LOI who want the offer structure right
Deliverables

Everything included in every Deal Day.

No scope adjustments. Every Deal Day at $3,500 includes the full engagement.

  • Financial rebuild from source documentsNot from the broker's presentation — from the actual tax returns and P&Ls.
  • EBITDA review & normalizationAdjusted EBITDA calculated from defensible inputs only.
  • Seller add-back analysisEvery add-back evaluated individually — legitimate, questionable, or rejected.
  • SBA viability reviewDoes this business, deal structure, and buyer profile qualify for SBA 7(a)?
  • Risk assessmentLease, owner dependency, customer concentration, regulatory — each rated by severity.
  • Offer structure & purchase price guidanceRecommended price, terms, seller financing, and earnout guidance.
  • Written findings report — 48-hour deliveryEvery finding in writing. Delivered within 48 hours of receiving the financials.
  • 90-minute recorded strategy call + Go / No-GoWalk through every finding. Leave with a direct recommendation and the specific reasoning behind it.
The Process

Six steps. 48 hours. A clear recommendation.

Every Deal Day follows the same process. Submit the listing. Receive your analysis. Know whether to proceed.

01

Book & Submit the Listing

Book your Deal Day and submit the business listing, asking price, and any available listing documents including the CIM.

02

Submit Financials

3 years of business tax returns and the most recent P&L. The 48-hour clock starts when the financials are received.

03

Financial Rebuild

Financials rebuilt from source documents — not from seller projections. Revenue normalized, add-backs evaluated, owner compensation separated.

04

Risk Analysis

Lease review, owner dependency, customer concentration, SBA eligibility. Deal-killers flagged separately from negotiating points.

05

Written Findings Report

Delivered within 48 hours. Every finding covered — rebuilt financials, add-back analysis, risk flags, offer structure recommendation, and the go/no-go.

06

90-Minute Strategy Call

Recorded 90-minute call. Walk through every finding. Ask every question. Leave with a direct direction and the specific reasoning behind it.

After Deal Day

What happens with the recommendation.

If the Recommendation is Go

Proceed independently using the written findings and offer structure guidance — or continue into Deal Through, where MorCapital guides you from LOI through closing. Your Deal Day fee is credited in full.

Learn about Deal Through →
If the Recommendation is No-Go

The engagement is complete. You have a written record of exactly why this deal doesn't work — the most valuable thing you can have when evaluating the next opportunity.

A No-Go is not a failure. It's the best possible outcome if the deal was bad.

Common Questions

What buyers ask before booking.

What financials do I need to submit?

At minimum: 3 years of business tax returns and the most recent P&L. Balance sheets, interim statements, payroll records, and lease documents improve the analysis but aren't required to start.

What if the seller hasn't provided financials yet?

Book the Deal Day and note that financials are pending. The 48-hour clock starts when the documents are received — not when the Deal Day is booked.

Can I do Deal Days on multiple businesses?

Yes — each business requires a separate Deal Day. If you're evaluating multiple listings, a brief call can help prioritize which to analyze first.

What if the go/no-go is conditional?

Some deals are neither clean Goes nor No-Gos. The report specifies exactly what conditions — price reduction, earnout, lease negotiation — need to be met for the deal to make sense.

Is the 48-hour turnaround guaranteed?

Yes, for standard engagements with complete financials received. If documents are incomplete, the timeline is communicated immediately.

Does MorCapital work with SBA buyers?

Yes — SBA viability review is a core component of every Deal Day. We evaluate whether the business and deal structure are likely to qualify before you invest time and money with lenders and attorneys.

Ready to evaluate this deal?

Submit the listing and financials. Written analysis in 48 hours. A direct recommendation before you commit.

Book Your Deal Day Intake Call →

Already know what you need? Skip the intake — book a strategy session →

Questions first? Call 312.521.0421