Acquisition Intelligence Report — For Business Buyers & Brokers
You're buying a business.
Do you know what it's leaving on the table?
Most acquisition packages tell you what the business earned. We find out what it could earn — with the right systems, automation, and technology in place. Before you close.
Delivered in 5–7 business days · You own the report · Does not replace financial due diligence
We recently analyzed a regional distributor doing approximately $3 million in annual revenue. On paper: healthy business, solid customer base, good margins.
When we looked at the actual operations — the tools, the workflows, the manual processes filling the gaps between systems — we found eight places where automation could change the math.
Total projected annual impact: $100K–$185K per year. Same revenue. Same staff. Same business model. Just without the manual gaps.
The financial due diligence tells you what the business earned. We tell you what it could earn.
When you're evaluating a business acquisition, you have legal counsel, a CPA, and an advisor handling valuation. What you probably don't have is someone who can tell you whether the business is running on duct tape and spreadsheets — or whether it's one key-person departure away from losing the institutional knowledge that holds everything together.
The Acquisition Intelligence Report fills that gap. We go inside the operational technology — every tool, every workflow, every manual process — and build a complete picture of what automation could recover in the first 12 months post-acquisition. Plain English. Conservative and realistic projections. Specific, not vague.
This is not consulting. It's a deliverable you own, with a dollar figure on each opportunity and a roadmap for how to capture it.
The Acquisition Intelligence Report covers operational technology, automation opportunity, and digital infrastructure only. Business valuation, financial due diligence, and acquisition structuring remain with your advisors. The two scopes are complementary — not overlapping.
- Every tool the business uses — and whether those tools talk to each other
- Where the team fills gaps manually (your hidden labor cost)
- What the technology stack costs versus what it should cost
- Where data lives in people's heads — and what that risk costs if they leave
- Payment processing rates compared to what the business qualifies for at its volume
- What automation could realistically recover in the first 12 months post-acquisition
- Where AI integration could improve margins without adding headcount
- The questions you should be asking the seller before you close
Two audiences. One deliverable. Both walk away knowing something they didn't before.
You're acquiring a business. Know its full operational value before you sign.
You have legal counsel. You have a CPA. What you might not have is someone who can tell you whether the operational infrastructure will support the growth thesis — or quietly undermine it. The Acquisition Intelligence Report gives you that picture before close, when you can still use it to negotiate or plan.
Strong fit for acquisitions in the $500K–$10M range where the business has real operational systems worth analyzing — and real manual gaps worth pricing into the deal.
Offer your buyers something your competitors don't.
You represent sellers. You also serve buyers — and sophisticated buyers want the full picture. An Acquisition Intelligence Report is a professional deliverable you can offer as part of your process, branded, specific, and built on real data from the business you're representing.
We work with brokers who regularly list businesses in the $500K–$10M range and want to add a technology and automation layer to their buyer services. If that's you, let's talk about how a preferred arrangement would work.
A complete operational picture. Not a general assessment — a specific one.
Every section of the report is tied to the actual business being acquired. No templates. No generic recommendations. The report is built from the seller's documents, a discovery call, and a systematic review of how the operation actually runs.
Every identified opportunity with current state, what to build, implementation tools, conservative and realistic annual projections, and a timeline. Each one is specific, not vague.
Current SEO baseline, advertising accountability (are they tracking ROI?), review management, and digital infrastructure gaps — especially relevant if the business spends on online advertising.
A sequenced roadmap: what to do before close, Days 1–30, Days 30–90, and 6–12 months. Prioritized to protect revenue and relationships first, then systematically build savings.
Actual processing rates compared to what the business qualifies for at its transaction volume. Often the single largest Day 1 savings available — and it requires only a contract change, not a technology build.
The hard questions to ask the seller — organized by category (financial, systems, employees, lease, digital, market). Designed to surface the information that protects the investment thesis.
From initial discovery call to full written report. Priced per engagement based on the complexity and size of the business being analyzed. Contact us to scope.
Four steps. Plain English throughout. You don't need to be a tech expert.
You don't need to understand automation to get value from this report. You need to be willing to walk us through the business — what it does, how it runs, what systems it uses. We ask the right questions. We find the opportunities. You get the report.
We've spent more than a decade inside small and mid-size businesses — through web development, CRM builds, and workflow automation. We know what questions to ask and where the friction usually hides. That's the pattern recognition you're paying for.
Scope a report →We're not analysts. We're builders who also know how to read an operation.
The Acquisition Intelligence Report is different from a generic consultant assessment because it's built by people who have actually been inside businesses — through website builds, CRM implementations, system integrations, and workflow automations across more than a decade of client work.
We know how businesses actually run — not how the org chart says they should run. We know which processes look fine from the outside and are completely manual behind the curtain. We know which tools are collecting dust while someone re-enters the same data in a spreadsheet. We know which "that's just how we do it" workflows are costing real money every single week.
That specific combination — operational pattern recognition plus actual build experience — is what makes the projections in the report credible. We're not estimating. We're identifying specific things that can be built, with a realistic timeline and cost.
“Without bringing it to their attention, I was informed they were already aware of a problem and wanted permissions to fix it directly. Most companies care only about what you pay them to do. This company cares about so much more.”
Upwork client · ★ 5.0
- In business since 2013 — not a trend-jumper
- 100% 5-star rating on Upwork — every project, no exceptions
- Real builds across CRM, workflow automation, document pipelines, custom apps
- Deep Zoho One expertise — CRM, Books, Flow, Sign, WorkDrive, Deluge
- Served clients nationwide across industries from winery to government contracts
Questions about the Acquisition Intelligence Report
Does this replace financial due diligence?
No. The Acquisition Intelligence Report covers operational technology, automation opportunity, and digital infrastructure only. Business valuation, financial due diligence, and acquisition structuring remain with your advisors at Transworld or wherever you're sourcing that expertise. The two scopes are complementary — not overlapping.
What size businesses is this best suited for?
Acquisitions in the $500K–$10M range are the strongest fit — businesses with real operational systems worth analyzing and real manual gaps worth pricing into the deal. Smaller businesses often have thinner tech stacks with fewer opportunities to surface. Larger businesses may need a longer engagement scope. We'll tell you upfront if the business isn't the right fit for this service.
What information do you need from the seller?
The CIM and any financial documentation the broker has provided, plus a discovery call where you (or the seller, if they're cooperative) walk us through how the operation runs. The more visibility we have into the actual technology stack and workflows, the more specific the report. Sellers who are motivated to close are typically cooperative.
Can brokers offer this as part of their buyer services?
Yes. We're actively building relationships with brokers who want to differentiate their process. If you regularly list businesses and want to add a technology and automation layer to what you offer buyers, contact us to discuss how a preferred referral arrangement would work. The report is a branded Onizuka Studio deliverable — we're the ones doing the work and standing behind it.
How long does it take and what does it cost?
Most reports are delivered in 5–7 business days from the initial discovery call. Pricing is per engagement based on the complexity and size of the business. Contact us to scope — it's usually one conversation to confirm whether it makes sense for the deal you're working on and what it would cost.
What if the seller won't cooperate with the review?
A seller who won't provide basic technology and systems information during due diligence is giving you important information about the deal. The report's due diligence question bank is specifically designed to surface this — what a motivated seller should be able to answer, and what the refusal to answer signals about the investment.
Ready to know what the business
is actually worth?
If you're in active due diligence — or a broker who wants to discuss adding an Acquisition Intelligence Report to your buyer services — reach out. We'll scope it fast and tell you whether it makes sense for the deal you're working on.
Let's Talk →Typically scoped in one conversation
This report focuses on AI, automation, digital infrastructure, and operational cost reduction opportunities. It does not constitute legal, financial, or acquisition advice. All financial data is sourced from seller-provided documents. Conduct independent professional due diligence before making any acquisition decision.