how are you guys screening 5-10 messy proprietary deals a month without losing your mind on quickbooks?
looking at a pipeline of small tuck-ins right now ($1m-$4m range). most of these sellers send raw quickbooks exports with zero clean p&l or CIM.
getting a full $1k+ third-party DD report or hiring a boutique analyst for every single target on day 1 makes no sense financially, but doing manual excel re-bucketing for 24 months of "ask my accountant" and weird expense lines just to disqualify a deal takes way too long.
curious how other searchers/associates handle the initial 30-minute triage. I was wondering if you have a quick excel macro or script to flag red flags (like AR concentration and bank-to-GL gaps) before deciding whether to spend real time or money on it, and how much is it useful. Thanks for help
Posted Aug 3, 2026, 2:05 PM UTC
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