Glossary · Doing the deal
In short
These are charges for professional accounting services, essential for due diligence, financial statement preparation, and tax planning during an acquisition. They help you verify the business's financials and structure the deal.
Engage a CPA early to assist with reviewing the seller's financial statements, tax returns, and to prepare your pro forma financials for the lender. These fees are a necessary part of your acquisition costs and ensure you're making an informed decision about the business's true profitability.
Defined by DealRoom.so SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
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