Financial diligence: tax returns and bank statements
Reconcile statements, tax returns, bank deposits, merchant records, debt, add-backs, owner expenses, and seasonality.
Video 20 min
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Key takeaways
Use the lesson as a screening framework, not a final decision.
Translate claims into evidence requests before committing time or money.
Bring qualified legal, tax, lending, and diligence advisors into real transactions.
Reconcile statements, tax returns, bank deposits, merchant records, debt, add-backs, owner expenses, and seasonality.
This lesson is educational only. SMB Market Deals is not a lender, broker, law firm, CPA firm, valuation firm, or investment advisor. Use qualified professionals before making legal, tax, lending, valuation, or acquisition decisions.