Forge Meridian Acquisition Services

Forge Meridian Acquisition Services

Find the opportunity. Verify the business. Structure the transaction. Get to closing. Build value after acquisition.

ALREADY LOOKING AT A BUSINESS?

Have Forge Meridian review the deal before you spend more time on it.

Start with a focused deal review, then move into underwriting, structuring, negotiation, or due diligence only if the opportunity earns it.

Have FC Review a Deal
Individual Acquisition Services

Use Forge Meridian where your transaction needs it most.

These services can be used individually or combined into a customized acquisition engagement.

DEAL SCREENING

FM Quick Deal Review

$249
  • Listing review
  • Asking-price assessment
  • Revenue and cash-flow review
  • Major red flags
  • Seller motivation assessment
  • Preliminary payment-capacity analysis
  • Recommended next questions
  • FM rating: HIGH PRIORITY / NEGOTIATE / WATCH / PASS
UNDERWRITING

FM Full Acquisition Underwriting

$749
  • Normalized cash-flow analysis
  • Owner earnings / SDE review
  • Debt-service analysis
  • Working-capital requirements
  • Management burden
  • Customer concentration
  • Owner dependence
  • Asset/liability review
  • Valuation range
  • Downside scenario
  • Recommended purchase price
  • Recommended financing structure
  • Written FM Acquisition Assessment
TRANSACTION DESIGN

FM Deal Structuring

Transaction SizeFee
Up to $100,000$750
$100,001–$300,000$1,250
$300,001–$600,000$2,000

Forge Meridian can design:

  • Fixed seller notes
  • Seller financing
  • Minimum payment + cash-flow kicker
  • Cash-flow waterfalls
  • Earnouts
  • Seller note + earnout
  • Hybrid acquisition structures
  • Defined seller payout caps
  • Extended payment terms
  • Working-capital protections
NEGOTIATION

FM Acquisition Negotiation

$750–$1,250Active FC clients: $750/transaction
Standalone clients: $1,250/transaction
  • Seller communication
  • Price negotiation
  • Financing terms
  • Payment terms
  • Included/excluded assets
  • Seller transition
  • Deal-structure presentation
  • Objection handling
  • Agreement-in-principle coordination
LOI SUPPORT

FM Letter of Intent Support

$350

Acquisition business terms prepared for attorney review, including:

  • Purchase price
  • Financing structure
  • Payment terms
  • Included assets/equity
  • Excluded items
  • Liabilities
  • Due-diligence contingencies
  • Seller transition
  • Closing conditions
  • Exclusivity
DUE DILIGENCE

FM Due Diligence Coordination

AcquisitionFee
Small — under approximately $100,000$1,250
Standard — approximately $100,000–$300,000$2,500
Complex — approximately $300,000–$600,000Starting at $4,000
  • Corporate records
  • Ownership
  • P&Ls
  • Bank statements
  • Tax returns
  • Balance sheet
  • AR/AP
  • Debt
  • Liens
  • Taxes
  • Lawsuits
  • Insurance
  • Contracts
  • Employees
  • Equipment
  • Leases
  • Vendors
  • Licenses
  • Seller-transition review
Trucking-Specific Acquisition Review

FM Carrier Acquisition Audit

A dedicated carrier-acquisition review focused on the operating company—not merely an MC/DOT number—and the authority, compliance, insurance, factoring, equipment, ownership, and transfer risks behind it.

PRELIMINARY CARRIER AUDIT

Preliminary Carrier Audit

$500
  • Legal company review
  • MC/USDOT
  • Authority age
  • Authority status
  • SAFER
  • Basic SMS review
  • Insurance status
  • Basic compliance review
  • Preliminary trucking acquisition risk score
FULL CARRIER ACQUISITION AUDIT

Full Carrier Acquisition Audit

$1,250
  • MC
  • DOT
  • Authority history
  • SAFER
  • SMS
  • Insurance history
  • Loss runs
  • Claims
  • Carrier411
  • FreightGuard
  • Highway
  • RMIS
  • Factoring
  • NOAs
  • Broker relationships
  • UCC liens
  • Equipment liens
  • Titles
  • Maintenance records where applicable
  • Driver qualification files
  • Drug/alcohol compliance
  • ELD/HOS
  • Existing debt
  • Legal ownership
  • Transfer risks
CLOSING SUPPORT

FM Closing Coordination

$1,000 / transaction

Includes transaction checklist management and coordination between buyer, seller, attorney, CPA, insurance, financing parties, landlord, vendors, licensing agencies, and other transaction parties.

After the Acquisition

Closing is the beginning of ownership.

Forge Meridian can continue supporting the buyer through the first 90 days and into longer-term value creation.

90-DAY STABILIZATION

FM 90-Day Acquisition Stabilization Program

$1,500/month3 months: $4,500
DAYS 1–30

Control & Stabilize

  • Banking
  • Cash controls
  • Payroll
  • Taxes
  • Insurance
  • Vendors
  • Employees
  • Customers
  • Seller transition
DAYS 31–60

Measure & Improve

  • Margins
  • Pricing
  • Expenses
  • SOPs
  • Customer retention
  • Reporting
  • Cash forecasting
DAYS 61–90

Optimize & Build

  • Growth plan
  • Reserve policy
  • Management structure
  • Seller-payment performance
  • KPI reporting
  • Long-term operating strategy
FC VALUE BUILDER

Business Value Audit

$995
  • Financial review
  • Margin analysis
  • Expense analysis
  • Customer concentration
  • Recurring revenue
  • Owner dependence
  • Management structure
  • Operating systems
  • Reporting
  • Sales systems
  • Risk
  • Growth opportunities
  • Enterprise-value improvement planning
ONGOING VALUE CREATION

FM Value Builder Advisory

$1,500/month

Ongoing support implementing the value-growth plan.

LIVE TRANSACTION SUPPORT

Build the transaction around what the business can safely support.

Forge Meridian can combine underwriting, seller financing, negotiation, due diligence, closing coordination, and post-close planning.

Structure My Acquisition
Seller-Side Services

Prepare a business before the buyer starts asking questions.

Seller-side preparation can organize the transaction, reduce avoidable buyer concerns, and make diligence easier to manage.

EXIT PREPARATION

FM Exit Readiness Program

Starting at $2,500
  • Exit-readiness assessment
  • Financial organization
  • Due-diligence preparation
  • Owner-dependence assessment
  • SOP review
  • Asset organization
  • Liability review
  • Buyer-risk identification
  • Transition planning
  • Seller-financing strategy
  • Acquisition-ready information preparation
BUYER-READY MATERIALS

FM Buyer-Ready Business Package

$1,500
  • Company overview
  • Operating summary
  • Financial summary
  • Asset summary
  • Employee overview
  • Customer overview
  • Growth opportunities
  • Seller-transition plan
  • Due-diligence checklist
  • Document-room organization
  • Proposed transaction-structure options
STRATEGIC ACQUISITION GUIDANCE

FM Acquisition Strategy Session

$350 / 90 minutes

Includes deal economics, offer strategy, seller financing, negotiation, risk, cash flow, deal structure, and next-step planning.

Program CreditIf the client enters the FM Acquisition Program within 7 days, the $350 strategy-session fee may be credited toward the $500 startup fee.
CUSTOM ENGAGEMENTS

Need More Than One Service?

Clients can combine deal review, structuring, negotiation, due diligence, closing coordination, and post-acquisition support into a customized Forge Meridian engagement.

Build a Custom Engagement
Professional Services Notice: Forge Meridian provides acquisition sourcing, research, business analysis, transaction coordination, operational consulting, and deal-structuring support. Forge Meridian does not provide legal, tax, accounting, securities, lending, or investment advice. Clients should retain qualified attorneys, CPAs, and other licensed professionals where appropriate. Third-party costs are not included unless expressly stated in writing. No acquisition, financing arrangement, business performance, or closing is guaranteed.