- 9825 Marina Blvd #100, Boca Raton, FL 33428
- 561-609-7325
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At KMF Business Advisors, we provide comprehensive Seller Due Diligence services to prepare Florida business owners for what buyers, lenders, and investors will scrutinize during a transaction.
Most deals fall apart—or prices drop—during due diligence. Our goal is to prevent that by identifying and resolving issues before buyers see them.
A well-prepared business earns higher valuations, closes faster, and has stronger negotiating leverage.
Seller due diligence (also called pre-sale due diligence, vendor due diligence, or pre-due diligence) is a proactive process where the seller evaluates and organizes all critical business information before going to market.
Buyers will perform:
Our job is to ensure your company is ready for every step.
A thorough seller due diligence process helps you:
Avoid price reductions
Reduce buyer concerns and risk exposure
Strengthen buyer confidence
Increase business valuation
Speed up closing time
Prevent last-minute deal failures
Meet SBA lender requirements
Improve transparency and credibility
Most deals that collapse do so because the seller wasn’t prepared for buyer scrutiny.
We make sure that doesn’t happen.
Buyers and lenders rely heavily on financial accuracy.
We prepare and organize:
Profit & Loss statements (3–5 years)
Balance sheets
Tax returns
Cash flow reports
Revenue breakdowns
Add-backs and normalization schedules
Accounts receivable and payable summaries
Inventory valuation
EBITDA & SDE reconciliation
We identify legal exposures that can derail a sale.
We review:
Corporate records
Business licenses & permits
Contracts (customer, vendor, lease, supplier)
Employment agreements
Intellectual property (trademarks, patents)
Insurance policies
Litigation or disputes
OSHA/industry regulations
Environmental compliance (if applicable)
Result: reduced legal risk for buyers and lenders.
Operations must show stability and transferability.
We evaluate:
SOPs (Standard Operating Procedures)
Workflow systems
Supply chain reliability
Inventory controls
Equipment maintenance logs
Vendor and supplier agreements
Quality assurance processes
Goal: prove the business can run efficiently under new ownership.
People are critical to business transferability.
We prepare:
Employee organizational chart
Job descriptions
Compensation structure
Payroll compliance
Independent contractor classification
Employment agreements
Benefits and HR policies
This ensures buyers see a stable, compliant workforce.
A strong customer base increases valuation.
We document:
Revenue trends
Customer concentration
Recurring revenue models
Contractual commitments
Customer lifetime value (LTV)
Churn rates
Market share data
Outcome: buyers understand your revenue stability and growth potential.
Buyers want proof of your competitive position.
We prepare:
Market positioning
Competitiveness
SWOT analysis
Sales & marketing data
Pricing structure
Online presence & reputation
Industry benchmarks
This gives buyers a complete understanding of your market advantages.
We review:
Software systems
IT infrastructure
Cybersecurity measures
Data storage & backups
CRM and POS systems
Website and digital assets
Tech stability increases operational reliability.
We organize all documents into a secure digital data room to streamline buyer access during the due diligence process.
Files include:
Financial documents
Legal records
HR files
Contracts
SOPs
Licenses
Insurance documents
Asset lists
Marketing materials
A clean data room reduces friction and builds buyer confidence.
Experienced buyers expect professional-level preparation—our due diligence services ensure you meet that expectation.
We provide seller due diligence for businesses across Florida in:
Construction & home services (HVAC, plumbing, electrical)
Manufacturing & distribution
Healthcare & medical practices
Professional services
Transportation & logistics
Hospitality & restaurants
Retail
E-commerce
Landscaping & trade services
Technology & digital businesses
Each industry has different buyer expectations—we adapt accordingly.
Decades of experience with business sales, acquisitions, and M&A
Expertise in SBA lender requirements
Familiarity with Florida regulatory standards
Proven systems for reducing deal risk
Confidential, professional, seller-focused representation
We help ensure your business survives buyer scrutiny—and closes successfully.
At KMF Business Advisors, our dynamic team blends diverse talents and deep industry expertise to deliver exceptional results. We specialize in helping entrepreneurs buy and sell businesses across Palm Beach County, Broward County, and the greater South Florida region. From confidential valuations to closing deals, we guide you every step of the way with local insight, strategic advice, and unmatched professionalism.
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Business Advisor
KMF Business Advisors 176 Google reviewsPosted on Kamalpreet KaurTrustindex verifies that the original source of the review is Google. I would highly recommend this company especially Sanjay who helped me finding exactly what I was looking for. Always prompt with my queries and concerns. Very professional, dedicated and knowledgeable. Would definitely do business with him again in future.Posted on min bianTrustindex verifies that the original source of the review is Google. John is knowledgeable and always on top of everything, highly recommendedPosted on Maleesha virajTrustindex verifies that the original source of the review is Google. We had an excellent experience with this business! The service was professional, friendly, and timely. From start to finish, the team went above and beyond to make sure everything was handled smoothly and with great care. Highly recommend to anyone looking for quality service and exceptional customer care!Posted on Barry BrockTrustindex verifies that the original source of the review is Google. Posted on abhi abhiTrustindex verifies that the original source of the review is Google. Sanjay is very professional, diligent, and demonstrate a genuine commitment to their clients. It is a pleasure to work with them.Posted on Omar KettaniTrustindex verifies that the original source of the review is Google. Great people to work with.Posted on Steve marianiTrustindex verifies that the original source of the review is Google. I can easily recommend John and have had a working relationship with him for many years. I came to know him as a truly valuable asset to each of his clients. He is honest, dependable, and incredibly knowledgeable on business sale transactions, far above the average intermediary. He is always there to provide the skillset the clients require to complete the sale of their business. Without a doubt, I can confidently recommend John as he can be counted on to perform any task and always delivers on time. Steve Mariani, Pres. Diamond FinancialPosted on PAY-zee HoTrustindex verifies that the original source of the review is Google. Posted on Alejandro RodriguezTrustindex verifies that the original source of the review is Google. Super profesional Sanjay and super great work with him in this transaction. hopuefully we can work together soon.Posted on Johanna MiliternoTrustindex verifies that the original source of the review is Google. John is an outstanding business broker—professional, reliable, and incredibly knowledgeable. He communicates clearly, handles every step of the process with integrity, and consistently delivers excellent results for his clients. A pleasure to work with.
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