Your deal was dead before your LOI.
SoForma surfaces the truth before you start.
The seller's CPA verifies six dimensions of value — under SSAE 19, against documented evidence — before your process begins. You review professional findings before you commit a single week. Not a pitch. The facts.
SoForma is offsetting its first $1,000,000 in Platform Closing Fees.
The Problem
You didn't lose six weeks to a bad seller.
You lost it to a dysfunctional system.
In every deal you've walked away from, the facts existed. The customer concentration was documented somewhere. The owner dependency was obvious to anyone inside the business. The tax exposure had a number. The CPA who prepared those returns knew things your process eventually found — after the LOI, after the exclusivity, after you'd committed.
The broker model depends on that sequence staying intact. Their fee depends on the deal closing, not on whether it should. Data presented selectively. Questions answered slowly. Momentum managed carefully. Ambiguity is the product. The truth arrives at week six because that's when it's too late to walk away cleanly.
SoForma makes that dynamic obsolete. Not by replacing brokers — by removing the ambiguity they depend on. The seller's CPA — the one professional in the room with no incentive to spin anything, paid by the seller at standard rates regardless of outcome, with years of advisory history with this business — does the verification work before you arrive. Under SSAE 19. Against documented evidence. Six dimensions. Professional standard.
By the time you see a profile on SoForma, the truth is already on the table.
What you see before you get started
SoForma ID
SF-4827
Industry
Manufacturing
State
Ohio
Revenue
$10–15M
EBITDA
$1.5–2M
Earnings quality
P&L Recast · Add-back Schedule · YTD Financials
Financing readiness
Revenue Breakdown · Recurring Revenue · Debt Schedule
Revenue durability
Customer Concentration Report
Owner independence
Transition Plan · Org Chart
Hidden liabilities
Tax Review · Compliance Summary
Legal + Transferability
Contract Assignability · IP Ownership
This is what you review before your first call is scheduled.
Earnings quality
Three years of P&L reviewed by the seller's CPA. Every add-back documented. You know what you're buying before the QoE starts.
Financing readiness
Revenue breakdown and debt schedule verified against source documents. The lender conversation starts from facts, not a seller's estimate.
Revenue durability
Customer concentration is documented. Week-six surprises become day-one findings. You know before you commit.
Owner independence
Transition risk surfaced and documented before you allocate your process. The org chart doesn't hide a single-person dependency.
Hidden liabilities
Tax exposure, undisclosed debt, compliance gaps — found privately by the seller's CPA before they become your problem at the table.
Legal transferability
Change-of-control clauses, IP ownership, contract assignability — flagged and documented before diligence, not during it.
Verification is performed under SSAE 19 Agreed-Upon Procedures by the seller's licensed CPA. SoForma pays CPAs nothing. Their only incentive is professional accuracy.
Your pipeline is proprietary. SoForma treats it that way.
Your pipeline stays private. Here's how.
You submit a target in two minutes — seller contact and a brief note on your pre-existing relationship. SoForma sends the seller a professional invitation from SoForma, not from you, framed as an opportunity to prepare their business through a structured CPA verification process. The seller accepts, invites their own CPA, and the verification runs at the pace the work requires — weeks, months, or years.
Throughout, your submission is invisible to the marketplace and invisible to every other buyer. No one can see that this company is in a verification process, that you identified them, or that you have a relationship with them. Platform Priority is established the moment you submit — no other buyer can submit the same seller or claim attribution while yours is active, for the full duration of verification.
This is not exclusivity outside the platform. Inside SoForma, your position is yours.
If you decide to share, you can monetize.
Every serious acquirer has a pipeline full of companies they identified and deprioritized. Too small, wrong timing, owner not ready, sector doesn't fit. Those companies sit in a spreadsheet generating nothing.
Submit them to SoForma. Let their CPA run a structured SSAE 19 preparation process — six months to three years, at the pace the engagement requires. When the profile is verified and you decide to open it to the marketplace, you earn your Introducing Buyer Share when another buyer closes: 50% of the closing fee under Option A, 60% under Option B.
On a $2M transaction, that's $50,000 to $60,000 back to you. From a company you probably weren't going to close anyway.
Your outreach becomes a revenue generator.
The companies worth acquiring usually aren't ready when you find them.
That's not a reason to move on. It's a reason to start the process now in SoForma.
Submit a target from your pipeline — not the ones you're about to LOI, but the ones you like and are willing to wait for. SoForma invites them to verify with their own CPA. Over the next six months to three years, that CPA runs a structured SSAE 19 preparation process across all six dimensions. The risks that would have killed your deal at week six get surfaced and addressed now — quietly, privately, while the business keeps running normally.
You maintain Platform Priority for the full duration of active verification. No deadline. When the truth is on the table and the business is ready, you're already the buyer with the relationship and the verified record in hand.
The QoE your team would have run in week six is largely already done. The preparation that would have taken three weeks of management bandwidth is already complete. You arrive to a process, not a discovery.
1
Submit your target
Two minutes. Seller contact and a note on your relationship. Your submission is private. Platform Priority is immediate.
2
SoForma invites them to verify
The seller receives an invitation to join their private workspace and start a structured CPA verification process. They invite their own CPA. The engagement runs at the pace the work requires.
3
Review the truth when it's ready. Move with certainty.
As verification progresses, you see findings in real time. When all six dimensions are verified, you have the complete truth before your first serious conversation. No surprises. No wasted process.
Pathways
Three paths.
You choose yours.
Is this you?
I'm looking for verified companies I didn't already know. I want to browse a curated marketplace of CPA-verified deal flow.
Is this you?
I have a target in my pipeline. I'm not ready to commit cash upfront but I'll pay a small closing fee if the deal closes.
Is this you?
I have high conviction on a target. I want priority coordination and a fixed total cost regardless of when the deal closes.
I · Marketplace Buyer
Browse the public marketplace. Every listing is CPA-verified before it appears.
II · Pipeline · Option A
Submit a target from your own pipeline. SoForma invites them to verify with their CPA.
III · Pipeline · Option B
Submit a target from your own pipeline. SoForma sends a priority invite within 24 hours.
I · Marketplace Buyer
$0 — free to browse, filter, and watchlist
II · Pipeline · Option A
$0 — free to submit
III · Pipeline · Option B
$1,000 authorized at submission. Charged only when the seller starts a CPA engagement within 30 days. Released if no engagement starts.
I · Marketplace Buyer
$0 — waived from the $1M pool
II · Pipeline · Option A
$0 — waived from the $1M pool
III · Pipeline · Option B
$0 — no closing fee ever on this seller. Pool does not apply — your $1,000 was the total cost.
I · Marketplace Buyer
5% of transaction value
II · Pipeline · Option A
1% of transaction value
III · Pipeline · Option B
$0 — no closing fee ever regardless of pool status
I · Marketplace Buyer
$0 — you never paid anything
II · Pipeline · Option A
$0 — you never paid anything
III · Pipeline · Option B
$1,000 already paid. Nothing further.
I · Marketplace Buyer
Not applicable — marketplace discovery, no priority claim
II · Pipeline · Option A
Immediate on submission. Holds for full duration of active verification. No time limit once CPA engagement is running.
III · Pipeline · Option B
Immediate on submission. Priority coordination — 24-hour invite send target.
I · Marketplace Buyer
Not applicable
II · Pipeline · Option A
You earn 50% of the closing buyer's fee — your Introducing Buyer Share
III · Pipeline · Option B
You earn 60% of the closing buyer's fee — your Introducing Buyer Share
I · Marketplace Buyer
Buyers looking for verified deal flow they didn't source themselves
II · Pipeline · Option A
Pipeline targets you like but aren't ready — let the CPA run a structured preparation process for months or years while you maintain Priority
III · Pipeline · Option B
High-conviction targets where you expect to close and want a fixed total cost
No fee is ever owed if the deal doesn't close.
All fees are governed by the Buyer Member Agreement v1.0. The Early Access pool offsets the first $1,000,000 in aggregate Option A and Marketplace closing fees.
$1M Early Access Pool is not a promotion.
The current system costs buyers time and focus on deals that were never going to close in their current state. We believe verified truth changes that. Deals where the facts are already on the table close at a higher rate, faster, with less wasted process on both sides.
We're putting $1,000,000 behind that belief.
SoForma is offsetting its first $1,000,000 in aggregate Platform Closing Fees for early buyers. While the pool is active, you close for free. When it's exhausted, SoForma provides 30 days notice before standard rates activate. Early buyers close deals that would have cost them 10–12% in broker fees for nothing. Later buyers pay 1% or 5% — still a fraction of the alternative.
This is our structural investment in proving that the industry should work this way. The pool is the proof mechanism. It runs out when enough deals close to establish the thesis.
That's the whole story.
Early Access Pool - Platform Closing Fee
$1,000,000 remaining
SoForma is offsetting its first $1,000,000 in aggregate closing fees for early buyers. While the pool is active, you close for free. Early buyers close deals that would have cost them 10–12% in broker fees for nothing. Later buyers pay 1% or 5% — still a fraction of the alternative.
Buyers should be able to expect a CPA-Verified SMB before they start a process. The seller's CPA — the professional who knows this business better than anyone, who has no incentive to spin the outcome — should have documented the truth before you arrive. That's not a luxury. That's what due diligence should look like.
SoForma is the first platform built on that expectation.
Patent pending · The CPA-Verified SMB framework is proprietary to SoForma.
SoForma surfaces the truth. Before you do the deal.
SoForma is the platform where SMB exit preparation happens before buyers show up. You're not starting from a pitch deck. You're reviewing a verified record built by the seller's own CPA over months or years. The deals that close on SoForma close because the work was done right, in advance, by the right professional.