Broker Diligence Prep
broker_diligence_prepPre-diligence framework for a business broker or buyer evaluating a target: SDE framing (why the discretionary-earnings figure, not net income or raw EBITDA, is the relevant number, and what typically gets added back), a category multiple range the model must research fresh and date-stamp (never a hardcoded table), a public-signal red-flag checklist run before any financials are shared, and a prioritized seller-question list built from the specific gaps the research actually surfaces.
Example invocations:
"Prep me for diligence on a brewery taproom listed in Minneapolis, MN"
"What questions should I ask the seller of a hair salon in Wichita, KS before I make an offer?"
"This restaurant is asking $650K — what red flags should I check before taking that seriously?"
"I'm looking at a nail salon in Tampa, FL asking $310K — sanity-check that against category multiples before I meet the seller"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| category | No | Category if known — determines the relevant SDE-multiple range. | |
| city_metro | Yes | City + state/region, e.g. 'Denver, CO'. | |
| asking_price | No | Listed asking price, if known — used to sanity-check against the multiple range, never to validate it. | |
| business_name | Yes | The target business's name. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tool | Yes | ||
| notice | No | Present ONLY when the request was denied by usage policy instead of executed. When present, every other field is an empty placeholder and must not be reported as a framework. | |
| caveats | Yes | ||
| subject | No | ||
| framework | Yes | ||
| output_schema | Yes | ||
| quality_rubric | Yes | ||
| research_procedure | Yes |