Illustrative sample. The company, documents and findings are fictional. Source names and limitations demonstrate report structure.

DealProof Diligence · Sample

Established HVAC Contractor

Palm Springs, California · Evidence through September 12, 2026

DecisionRenegotiate
Evidence76%
Reliability71%
Normalized SDE$178,000

Earnings Reconciliation

Seller-stated SDE of $240,000 falls to $178,000 after unsupported add-backs, replacement management and maintenance capex.

  • Unsupported travel add-back-$14,000
  • Partially supported legal expense-$11,000
  • Replacement management-$25,000
  • Maintenance capex-$12,000

Conditions Before Closing

  1. Reconcile the two missing bank-statement months.
  2. Obtain written license and qualifying-individual guidance.
  3. Condition closing on an acceptable lease extension.
  4. Update debt service from the lender’s final term sheet.

Evidence and Source Ledger

Seller tax returnsVerified

2023–2025 returns reviewed

Supports reported tax revenue; does not authenticate filing without transcripts.

Bank statementsPartial

34 of 36 months received

Two missing months reduce revenue-reconciliation confidence.

EPA ECHONo adverse match returned

Retrieved Sep. 12, 2026

A returned search is not an environmental assessment.

California CSLBManual review

License transfer requires authority confirmation

Entity and qualifier details must be checked before closing.

Census CBP 2023Context

County NAICS 238220 benchmark

Aggregate market context; not evidence of target performance.