CPA-Verified SMB™
The truth, before you commit.
Months of diligence cost, spent discovering what a seller's numbers actually are. Here the verified figures are in hand before you commit a dollar.
The buyer's part of that is simple. When a disclosure is CPA-Verified, an independent CPA has already agreed the stated figure to source documents, so your quality-of-earnings confirms against numbers tied to the books instead of discovering them from scratch.
What happens
Browse verified and unverified listings. See which disclosures are CPA-Verified. Go under NDA to reach identity and documents, after the seller's approval. Your diligence confirms what was disclosed instead of discovering it late.
Buyer-directed verification
Direct the verification that decides your deal.
When a listing you want is not verified yet, you can ask the seller to have the specific disclosures that matter to you verified by an independent CPA, before you commit. Customer concentration. Add-backs. Whatever would make or break your decision.
No other platform lets a buyer direct independent verification of chosen figures before committing. Everywhere else you sort the truth out of a broker's marketing, after you've already committed the time and the spend.
What was total revenue for the period?
FY2023
—
Request verification
FY2024
—
Request verification
FY2025
$1,000,000
Verification in progress
TTM
$1,200,000
Verification in progress
Example, buyer-directed verification request
This is what you browse. Listings start self-reported and earn CPA verification, disclosure by disclosure.
Specialty trades (HVAC)
Midwest
5 self-reported0 exceptions1 CPA-Verified
Value-added distribution
Southeast
19 self-reported1 exception21 CPA-Verified
Specialty manufacturing
Northeast
4 self-reported0 exceptions33 CPA-Verified
The CPA who verifies a figure cannot be the one who prepared it, because no one can verify their own work, and SoForma enforces that. The seller pays the CPA directly; SoForma never pays the CPA anything, so no finding can be bought. Performed under SSAE-19 Agreed-Upon Procedures, with AICPA Rules 1.520 and 1.510 barring the commissions and contingent fees that would compromise it. This is how SoForma keeps verification independent.
This is the only place you can direct independent verification of the facts that decide your deal, before you commit, instead of sorting the truth out of a broker's marketing.