Restaurant acquisition and operating diligence

Know the Operating Truth Before You Close the Restaurant Deal

In as quickly as 72 hours, Marty compares the restaurant’s POS, labor, cash, pricing and operating records to show what deserves attention before you buy, finance or take over the business.

Marty 72-Hour Restaurant Deal Diligence

$35,000 starting fee · Written review · Live findings call · Post-close action plan

After required access and usable records are provided.

Institutional inquiries

Request a Diligence Review

Discuss a Live Deal

Marty’s team will follow up.

From operating records to a clearer decision

POS + Payroll + Schedule + Deposits + Invoices
Marty Restaurant Diligence Review
  • Revenue
  • Labor
  • Cash
  • Pricing
  • Location risk
Sample Deliverable

Sample Finding

Delivery payouts and recorded orders differ.

What Marty checked: Order exports, delivery settlements and deposit records.

Why it matters: The revenue picture may not tie across systems.

Next step: Match settlement dates, fees and adjustments before finalizing the review.

Illustrative example, not a customer finding. Sample scope: fast-casual group; 4 locations; sample location A; two monthly periods.

Limitation: Settlement follow-up is needed; not a loss determination.

The deliverable

What You Get Before the Decision

Your $35,000 diligence engagement includes:

  • Connected Data Review

    Compare POS, labor, cash, pricing and location records.

  • Revenue Quality Check

    See whether sales, orders, payouts and deposits tell the same story.

  • Labor and Location Review

    Find where labor does not match sales across locations.

  • Cash and Pricing Review

    Flag deposit gaps, vendor price changes and location differences.

  • Ranked Risk Report

    See the five issues that deserve attention first.

  • Management Question List

    Know exactly what to ask before you close.

  • Post-Close Action Plan

    Start with the first priorities after the deal.

  • Live Review Call

    Walk through the findings with Marty’s team.

Every finding sets out

What Marty found · Location · Time period · Supporting evidence · Why it matters · What should be checked next

Operating records reviewed

  • Revenue and sales

    • Sales by location
    • Orders and transactions
    • Dayparts
    • Average ticket
    • Catering and delivery channels

  • Labor

    • Scheduled hours
    • Worked hours
    • Labor versus sales
    • Overtime
    • Location comparisons

  • Cash and deposits

    • POS cash
    • Deposits
    • Cash differences
    • Card batches
    • Reconciliation records

  • Pricing and food cost

    • Vendor invoices
    • Item prices
    • Price changes
    • Location-to-location differences

  • Transactions and controls

    • Voids
    • Discounts
    • Comps
    • Loyalty activity
    • Open or deleted checks
    • Unusual transaction patterns

  • Post-close priorities

    • Highest-priority issues
    • Location-specific risks
    • Recommended first actions
    • Data gaps requiring follow-up

Marty’s existing connectors are built for restaurants and restaurant groups. The business must use supported restaurant systems and provide required read-only access or approved exports; scope depends on supported systems and usable records. Marty adds operating evidence and does not replace financial diligence.

A defined review

From System Access to a Deal Decision

  1. 01

    Connect

    Provide read-only access or approved exports.

  2. 02

    Compare

    Marty joins the records across systems and locations.

  3. 03

    Flag

    Marty identifies unusual patterns, differences and data gaps.

  4. 04

    Decide

    Receive the findings and the first post-close priorities.

The review begins after required access and usable records are available.

Who this is for

Built for People Making Decisions About Restaurant Businesses

  • Private equity and independent sponsors

    Review a target before close and create the first post-close priorities.

  • M&A advisors

    Give buyers and sellers a clearer operating view during diligence.

  • Restaurant lenders

    Review operating health beyond financial statements alone.

  • Restaurant accounting and advisory firms

    Add connected operating evidence to your client work.

  • Franchise investment groups

    Review operating evidence across restaurant locations before making the next investment decision.

  • Payment companies

    Review restaurant operating records alongside the payment activity available to your team.

Timing and price

One Decision. One Connected Review.

As quickly as 72 hours after required access and usable records are provided.

$35,000 starting fee per live diligence review

Get a connected operating view of the restaurant group before you close, finance or take over the business.

Final pricing depends on locations, systems, data quality and review scope.

  • One-time diligence engagement
  • Read-only system access
  • Written findings
  • Live review call
  • Ranked post-close priorities
  • Data-gap list
  • Final decision summary

Delivery Guarantee

If Marty does not deliver the agreed connected review, written findings and live review call after required access and usable records are provided, we refund the diligence fee.

Have a live restaurant deal under review?

Discuss a Live Deal

For active restaurant deals with a decision date.

Tell us your close date, location count and systems. We’ll confirm fit before scheduling the review.

Restaurant diligence for buyers, lenders and advisors.

Questions? hello@usemarty.com

© 2026 Marty. All rights reserved.