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Pre-QoE financial modeling, scenario analysis, and deal-structure benchmarking to help you decide:
Should I buy this business — and what should I pay?
Online listing calculators are helpful — but they rarely pressure-test the variables that determine whether a deal actually works.
The difference between a “good deal” and a bad one is often hidden inside normalization and structure.
By the time buyers discover the real risk, they've already submitted an LOI — or spent $15k-$25k on a Quality of Earnings report.
We apply institutional-style underwriting discipline to Main Street deals.
We help buyers decide whether to proceed before capital is committed and diligence costs escalate.
We are not a replacement for Quality of Earnings or formal valuation services. We help you decide whether to:
Every engagement includes:
PDF summary with clear recommendation
Detailed financial analysis workbook
Deal structure scenario comparisons
Clear identification of deal risks
Data-driven negotiation support
Direct discussion of findings
Our goal is clarity — not complexity.
We help acquisition buyers stress-test earnings, structure, and debt coverage before LOI so deals survive underwriting.
Enterprise Value: Sub-$1M SBA-backed transaction.
The result: informed decision-making before entering deeper diligence.
Built for acquisition entrepreneurs and SBA buyers evaluating $300K–$3M businesses.
Pricing depends on deal size, financial complexity, and timeline.
Starting at
$4,500
Comprehensive financial modeling to support offer structure, pricing decisions, and negotiation.
Steve Morello is a finance and tax executive with experience supporting operating companies and transaction environments, including experience at EY (Big Four) and within Morgan Stanley’s Private Equity division.
He built NexTax.AI to bring structured financial intelligence to entrepreneurs — from business formation to acquisition.
The goal: apply disciplined underwriting thinking typically seen in institutional settings to Main Street buyers.
Important: NexTax.AI provides financial modeling and decision-support analysis only. This service does not constitute a certified valuation, fairness opinion, audit, review, or attestation engagement. For legal, tax, or formal valuation opinions, consult a licensed professional.