[Christopher]

On deals less than $2m in size, I want a lean, safe approach, not a big-firm playbook. My current view is: write a one-page thesis with 3 to 5 value metrics, run a light but targeted financial analysis that ties revenue to bank and tax filings, check unit economics and a few process walk-throughs, speak with the owner and management (if possible) plus two customers and a supplier, confirm contract assignability, IP ownership, licences. I also would prefer targets close to my core business to limit integration risk.

For sub-2m deals, what is your minimum viable diligence and legal package that keeps you safe without blowing the budget? Which two or three financial tests give you the best signal, which legal checks do you never skip?

[Author]

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