Independent Deal Review
That Offer Looks Compelling.Get an Independent View Before You Commit.
Before you respond to a buyer, have the valuation, structure, terms and funding independently reviewed by a senior M&A partner โ with no history with either side.
Handled personally by Mark Ross Roberts ยท No obligation
The Risk in the Room
The First Offer Is RarelyThe Cleanest.
The moment an offer letter lands, momentum shifts to the buyer. The document looks formal. The number looks right. But the details that determine what you actually receive โ and what you remain liable for afterwards โ are not in the headline figure.
- Earn-outs and deferrals structured around targets you no longer fully control
- Restrictive covenants that limit what you can do for years post-completion
- Warranties and indemnities that keep you exposed long after the deal closes
- Funding that has not been evidenced โ an offer letter is not a financing commitment
- An early "yes" that anchors the negotiation and removes your leverage before it begins
Owners who respond without independent review often spend six months on a deal that was structurally compromised from day one.
A Different Perspective
Your Adviser Knows Your Business.That Is Not Always An Advantage.
Long-standing advisers are invaluable for many things. Independent deal review is rarely one of them. Familiarity with your business โ and with the relationships around it โ creates pressure to accommodate rather than challenge.
That is not a criticism. It is a structural reality. An outside partner brings something those advisers cannot.
No prior relationship with buyer, seller or intermediary. No history to protect โ only your outcome to focus on.
No commercial incentive tied to this deal completing. Our only measure is whether the outcome is right for you.
Independent judgement benchmarked against live deal activity โ not the assumptions baked into a long-standing relationship.
Genuine objectivity is only possible from outside. That is the position from which a sanity check must be conducted.
The Sanity Check
What Achieve Puts Eyes On
Achieve Corporation provides a confidential, partner-led review of any offer currently on the table. Mark Ross Roberts leads every review personally. No delegation. No junior overlay. Six components assessed.
Valuation
Your offer benchmarked against live deal multiples and recent comparable transactions in your sector and size range. Where the number actually sits.
Deal Structure
The split between upfront consideration and deferred payments โ earn-outs, vendor notes, locked-box mechanisms โ reviewed for where the risk actually sits.
Funding Credibility
Has the buyer demonstrated the ability to fund this acquisition? We distinguish between credible financing and an aspirational statement of intent.
Terms & Clauses
Warranties, indemnities, restrictive covenants and material adverse change provisions โ flagged red, amber or green with plain-language commentary.
Liability Position
Where exposure sits today versus twelve months post-completion. Most owners do not read this accurately until it is already too late to alter.
Completion Path
Milestones, conditionalities and structural dependencies between offer and close. Where the real choke points are โ and whether the timeline is credible.
The Output
Clarity Within Three Working Days.
Following the review, you will receive a documented, senior-level assessment โ specific to your offer, structured for action.
This is not a general opinion. Every output can be taken directly into negotiation, legal review, or a decision to walk away.
- 01 Valuation benchmark โ where your offer sits against live comparables in your sector
- 02 Funding credibility assessment โ what the buyer has evidenced and what remains unverified
- 03 Structured risk map โ every material clause flagged and explained in plain language
- 04 Position paper โ what to push back on, what to negotiate, and what to accept
Clients do not discount at the wire. No last-minute value erosion.
Senior-level M&A. Every review led personally by Mark Ross Roberts FMVA, CBCA.
Structural problems identified and resolved before they cost months.
No handoffs. No junior advisers. Mark leads every mandate from first call to close.
Your Next Step
Book a ConfidentialReview Call.
Speak directly with Mark Ross Roberts, FMVA, CBCA โ senior partner, 30 years in mid-market M&A, every mandate personally led.
We understand the offer you have received and the context around it
We confirm whether an independent review is the right step for your situation
We outline exactly what the sanity check will cover and what it will deliver
Handled personally by Mark Ross Roberts ยท Confidential ยท No obligation
