Underwriting Framework10 min read

How to Analyze a Business Acquisition in Under 15 Minutes

Evaluating 10+ business acquisition opportunities a week demands a system. Here is the first-pass triage framework Marss uses to screen cash-flowing businesses — from CIM receipt to Go/No-Go in 15 minutes.

What Asset Classes This Covers

This framework applies to essential operating businesses anchored by real estate. The real estate component is critical — it provides the downside floor that makes creative financing structures viable.

Gas Stations
Car Washes
Auto Dealerships
HVAC / Plumbing
Motels / Hotels
Laundromats
Self-Storage
Light Manufacturing

Step 1: Extract the Right Financial Metric

The CIM will quote a number. Your job is to figure out which number it actually is and verify it independently.

Net Income

Bottom-line after all expenses, taxes, interest, and depreciation. Starting point — not your valuation metric.

EBITDA

Use This

Earnings Before Interest, Taxes, Depreciation, and Amortization. The primary institutional valuation metric. Removes non-cash and financing charges to reveal operating cash generation.

SDE (Seller's Discretionary Earnings)

Use This

EBITDA plus owner compensation plus personal add-backs (owner car, personal insurance, etc.). Primary metric for owner-operated businesses under $2M revenue. Reflects total economic benefit to a single owner-operator.

Reconcile immediately: Compare EBITDA or SDE from the CIM against trailing 12-month bank deposit statements. If they diverge by more than 5%, ask for the explanation before going further. Unexplained gaps are the most common source of post-close surprises.

Step 2: Validate Add-Backs

Add-backs inflate SDE and EBITDA. Not all add-backs are equal. Classify each one:

Defensible Add-Backs
  • Owner salary above market replacement cost
  • One-time legal or accounting fees (documented)
  • Non-recurring equipment repair (documented)
  • Personal vehicle expensed to business (documented receipt)
Speculative Add-Backs — Flag
  • "Cost savings we plan to implement"
  • Revenue from contracts not yet executed
  • Owner salary below market replacement cost
  • Related-party rent below market rate

Step 3: Apply the Valuation Multiple

Compare the asking price against what the market actually pays for businesses in this category. Source your multiples — never guess.

Business TypeSDE MultipleEBITDA Multiple
Gas Station / C-Store1.5x – 2.5x SDE3x – 4.5x EBITDA
Car Wash (tunnel)4x – 6x EBITDA(institutional scale)
Auto Dealership2x – 3.5x SDE3x – 5x EBITDA
HVAC / Plumbing Service2x – 3.5x SDE3x – 5x EBITDA
Motel / Limited-Service Hotel4x – 6x EBITDA(RE drives value)
Laundromat2x – 3.5x SDE3x – 4.5x EBITDA
Self-StorageCap rate basis5x – 7x NOI
Light Manufacturing2.5x – 4x SDE3.5x – 5.5x EBITDA

Source: BizBuySell transaction data, IBBA Market Pulse, Pepperdine Private Capital Markets Report. Multiples vary by location, operator dependency, transferability, and revenue concentration.

Step 4: Run the Stress Test

Apply -10% and -20% revenue shocks to your EBITDA or SDE. At each stress level, confirm:

The deal still services senior debt at DSCR ≥ 1.20x
The deal generates positive cash flow without seller carry
The equity multiple at exit still clears your minimum threshold

Step 5: Operator Dependency Check

This is the most underweighted risk in small business acquisitions. Ask:

What percentage of revenue is relationship-dependent on the owner?

⚠Hard gate: > 25% = conditional; > 40% = pass unless transition plan is documented

What is the largest single customer concentration?

⚠Hard gate: > 30% from one account = major risk

Are licenses and permits transferable?

❱Required: Confirm with the relevant jurisdiction before LOI

Who manages day-to-day operations?

❱If the answer is "the owner" with no documented second-in-command, quantify the replacement cost

Step 6: Go / No-Go Decision

GREEN — Proceed to LOI
  • EBITDA ≥ $500K on verified T-12
  • Asking price ≤ 5x EBITDA (or justified)
  • DSCR ≥ 1.40x at senior debt terms
  • Operator dependency < 25%
  • Licenses transferable confirmed
YELLOW — Conditional
  • EBITDA $350K–$499K with RE anchor
  • Price 5–6x EBITDA with strong thesis
  • DSCR 1.25–1.39x baseline
  • Dependency 25–35% with transition plan
  • One document missing
RED — Pass or Restructure
  • EBITDA < $350K
  • T-12 doesn't reconcile to deposits
  • Price > 6x EBITDA without justification
  • DSCR < 1.20x at -10% stress
  • Dependency > 40% undocumented
Deal Scores Green or Yellow?

Submit to Marss for Full Underwriting

We evaluate gas stations, car washes, auto dealerships, motels, HVAC businesses, laundromats, and more. LOI within 48 hours. Commission protected for brokers.