Folco | Deal Stress Test

Folco | Deal Stress Test

Independent financial stress testing
for SBA-backed business acquisitions


Designed for acquisitions of $250,000+
where long-term debt risk matters

Independent financial stress testing
for SBA-backed business acquisitions


Designed for acquisitions of $250,000+
where long-term debt risk matters

Independent financial stress testing
for SBA-backed business acquisitions


Designed for acquisitions of $250,000+
where long-term debt risk matters

When you finance an acquisition using SBA debt, you are personally guaranteeing a long-term obligation.

When you finance an acquisition using SBA debt, you are personally guaranteeing a long-term obligation.

When you finance an acquisition using SBA debt, you are personally guaranteeing a long-term obligation.

Small changes in revenue or expenses can materially impact:

Small changes in revenue or expenses can materially impact:

Small changes in revenue or expenses can materially impact:

  • Debt Service Coverage Ratios (DSCR)

  • Owner take home pay

  • Refinancing risk

  • Long term sustainability

  • Debt Service Coverage Ratios (DSCR)

  • Owner take home pay

  • Refinancing risk

  • Long term sustainability

  • Debt Service Coverage Ratios (DSCR)

  • Owner take home pay

  • Refinancing risk

  • Long term sustainability

Clarity before commitment.

Clarity before commitment.

Clarity before commitment.

What you receive:

What you receive:

What you receive:

  • Structured Excel stress test model

  • 5-year operating forecast

  • 10-year SBA debt schedule

  • Downside sensitivity analysis
    (-10% and -20% revenue scenarios)

  • Minimum DSCR and projected owner cash flow

  • One-page written risk summary

  • Delivered within 72 hours
    (after required docs are received)

  • Structured Excel stress test model

  • 5-year operating forecast

  • 10-year SBA debt schedule

  • Downside sensitivity analysis (-10% and -20% revenue scenarios)

  • Minimum DSCR and projected owner cash flow

  • One-page written risk summary

  • Delivered within 72 hours (after required docs are received)

  • Structured Excel stress test model

  • 5-year operating forecast

  • 10-year SBA debt schedule

  • Downside sensitivity analysis
    (-10% and -20% revenue scenarios)

  • Minimum DSCR and projected owner cash flow

  • One-page written risk summary

  • Delivered within 72 hours
    (after required docs are received)

Who it's for:

Who it's for:

Who it's for:

  • Buyers evaluating SBA-backed acquisitions

  • Deal size $250,000+

  • Single-location service or retail businesses

  • Buyers evaluating SBA-backed acquisitions

  • Deal size $250,000+

  • Single-location service or retail businesses

  • Buyers evaluating SBA-backed acquisitions

  • Deal size $250,000+

  • Single-location service or retail businesses

Process steps:

Process steps:

Process steps:

  1. Submit basic deal information

  2. 20-minute qualification call

  3. Engagement confirmed and payment secured

  4. Upload required financial documents

  5. Receive financial Excel model, 1-page memo within 72 hrs

  1. Submit basic deal information

  2. 20-minute qualification call

  3. Engagement confirmed and payment secured

  4. Upload required financial documents

  5. Receive financial Excel model, 1-page memo within 72 hrs

  1. Submit basic deal information

  2. 20-minute qualification call

  3. Engagement confirmed and payment secured

  4. Upload required financial documents

  5. Receive financial Excel model,
    1-page memo within 72 hrs

Pricing:

Pricing:

Pricing:

Introductory Fixed Fee: $1,250

Engagement begins following qualification call and confirmed payment.

No subscription.

Introductory Fixed Fee: $1,250

Engagement begins following qualification call and confirmed payment.

No subscription.

Introductory Fixed Fee: $1,250

Engagement begins following qualification call and confirmed payment.

No subscription.