Glossary · Reading the business
In short
These are financial reports covering periods shorter than a full fiscal year, such as monthly or quarterly statements. They provide a current snapshot of performance.
Always request the most recent interim financial statements to see how the business is performing now, especially during the due diligence period. Compare these to historical tax returns and annual statements to identify trends or recent changes. This helps you assess current cash flow and value.
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.
Pressure-test the numbers before you make an offer
Send us the asking price and the seller's cash flow — we'll show whether the deal services SBA debt and where the add-backs are likely to hold up.
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