Insights for Buyers
Know What You’re Really Buying.
Buy With Confidence. Or Walk Away Smarter.
The financials may look strong, but there is often more to the story. Customers may be loyal to the seller. Revenue may be concentrated. Key processes may live with a few people. Growth opportunities may be real, or they may be harder to achieve than they appear.
The challenge is knowing what could affect performance after the deal closes.
That's where Mayfield helps. We help buyers understand what they are really buying by looking beyond the numbers to evaluate customers, market position, brand and messaging, operations, and execution. The result is greater confidence in the opportunities, risks, and value of the business.
What Buyers Need to Know
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Can It Compete?
A strong market position today does not guarantee future success. Buyers need to understand how customers, competitors, and the market view the business.
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What Could Break?
Operational weaknesses, key dependencies, process gaps, and leadership challenges can create risks long after the transaction closes and you’re running the business.
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Will Customers Stay?
Revenue may look strong today, but how much of it depends on customer loyalty, relationships, or factors that could change after the transaction?
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Is the Value Clear?
The value of a business is influenced by how clearly it communicates its strengths, differentiates itself, and builds credibility with customers and prospects.
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Can It Scale?
Growth requires more than opportunity. It requires the systems, visibility, and commercial processes necessary to consistently generate results.
Get the Answers Before You Buy
Our practical Mayfield Buyer Due Diligence Package gives you a clearer view of customer stability, operational dependencies, competitive position, and post-close priorities before you make the investment.
Each service can be completed independently. When combined, they provide a more complete view of the customer, competitive, operational, and execution risks that can affect performance after closing.
You walk away with the insights to move forward with confidence, renegotiate with better information, plan for post-close execution, or walk away smarter.
Buyer Due Diligence Package
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Customer Due Diligence
Understand customer satisfaction, loyalty, retention risk, growth confidence, competitive perception, and relationship dependency.
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People, Process & Systems Review
This focused screen will help identify owner, key-person, vendor, process, and management-visibility dependencies.
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Competitive Customer Journey Review
Identify gaps that may impact credibility, conversions, and future growth throughout the customer buying journey.
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First 100-Day Buyer Watchouts
Summary of the most important customer, revenue, operational, digital, and transition risks the buyer should monitor after close.
Included as a combined deliverable when the relevant buyer assessments are completed together.
See Beyond the Numbers
Our role is to help you gain a clearer picture of the business before you commit.
We do not replace legal, tax, financial, or quality of earnings diligence. We complement that work by focusing on the factors that affect future performance after close.
The result is greater clarity, stronger decision-making, and confidence in the path forward whether you move forward with the acquisition, renegotiate the deal, or walk away altogether.
What Makes Mayfield Consulting Different?
When you're evaluating a business, experience matters.
Not just experience conducting assessments, but experience leading organizations, serving customers, building brands, improving operations, and making decisions that impact growth and value.
We've sat in the same seats our clients sit in today. That experience helps us ask better questions, uncover meaningful insights, and help buyers make better decisions.
100+
Years of Combined Executive Leadership Experience
100+
Customer Due Diligence Engagements
Thousands
Assessments and Interviews Conducted
We've Led Businesses. Now We Help Others Build Stronger Ones.
When to Bring Us In
Real Results. Real Decisions.
Buyers engage us when they need greater confidence before making an acquisition decision. We typically support private equity firms, search funds, family offices, and strategic acquirers evaluating growth, risk, and long-term value.
Validate assumptions, identify risks, and determine whether to move forward.
Before an LOI
Gain customer, market, operational, and growth insights beyond the financial review.
During Due Diligence
Confirm priorities, identify potential challenges, and prepare for transition.
Before Closing
Support value creation planning, customer retention, and growth initiatives.
After Closing
What Happens Next…
Simple 3-step process:
Let’s Talk — Tell us about the opportunity and questions you’re trying to answer.
Build the Right Approach — We’ll recommend the right support for you.
Move Forward with Confidence — Gain the insights you need to move forward, or walk away.
Ready to Understand What You’re Really Buying?
Confidential introductory conversations are available for buyers, searchers, investors, and advisors. Sharing the company name is not required for an initial discussion.
What Buyers Learned Before They Closed
“I engaged Mayfield Consulting to understand how critical a vertical software solution was to its clients. The insights they uncovered went far deeper than what I got from the seller or my own interviews. They were an invaluable partner.”
— Searcher“We were told the company had sticky recurring revenue. Mayfield uncovered that 60% came from just two customers with verbal agreements. Huge catch.”
— Search Fund Principal“When you're looking at making an acquisition and then managing post-close, Mayfield is critical. They help us understand market reputation, customer feedback, and opportunities to improve. It's a multifaceted value.”
— InvestorFAQs
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Yes. Financial diligence and business diligence answer different questions. We help buyers understand the factors driving performance beyond the numbers.
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No. We complement those workstreams. Legal, tax, financial, and Quality of Earnings diligence are still important. Our work focuses on the customer, market, revenue, operational, and execution factors that help buyers understand whether the business can protect and grow value after close.
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Before buying a business, you should evaluate more than the financial statements. A thorough review should include financial performance, customer concentration and retention, market position, competitors, employees, key-person dependency, operations, systems, vendors, contracts, legal obligations, and the seller’s role in the business.
The goal is to understand not only how the business has performed, but also what could affect revenue, continuity, and growth after the transaction closes.
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We go beyond Net Promoter Score. Our interviews reveal how sticky your customers really are, what makes them stay, and what would make them leave. Many of our clients say the interviews alone were worth the cost of the entire review.
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No. Customer outreach is carefully managed and no customer contact occurs without approval.
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Yes. Buyers engage us before, during, and after due diligence depending on their objectives.
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Yes. We’ve helped clients avoid multi-million-dollar mistakes — and also confirmed when a deal’s upside was real.
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Timing depends on scope, transaction stage, and the questions being answered.
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Many clients continue working with Mayfield after closing to help prioritize opportunities, address risks, and build a plan for growth.
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We typically support private equity firms, search funds, family offices, independent sponsors, and strategic buyers who are evaluating a business and want a clearer view of customer risk, market position, operational readiness, and post-close growth potential.
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