What's in the Toolkit
The Business Acquisition Toolkit is a set of reference documents for buyers in the early stages of evaluating a business. It covers the questions to ask, the financial concepts to understand, and the red flags to look for before you engage an advisor or submit an offer.
It is not a substitute for a Deal Day. No document replaces independent financial analysis on a specific business with specific financials. The toolkit is a starting point — not a finish line.
What's Included
- Business evaluation framework — how to assess a listing before requesting financials
- Financial analysis checklist — what to look for in tax returns and P&Ls
- Due diligence question list — what to ask before signing a LOI
- SBA eligibility overview — does this business type and deal structure qualify
- EBITDA multiple reference guide — what buyers are paying by business type
- Add-back analysis guide — which seller add-backs are legitimate and which aren't
How to Use the Toolkit
The toolkit is most useful at the beginning of the evaluation process — before you've requested financials, before you've engaged a broker, and before you've decided a deal is worth pursuing seriously.
Use it to evaluate listings before investing time in document requests. Use the due diligence checklist to understand what you'll need to verify before closing. Use the EBITDA multiple guide to calibrate whether an asking price is in a reasonable range.
When you find a deal worth evaluating seriously — one that passes the initial checklist and where the financials are available — that's when a Deal Day produces its value. The toolkit tells you what to look for. A Deal Day tells you what's actually there.
Download the Toolkit
Enter your email below. The toolkit is delivered immediately. There is no sales sequence on the other side — you will receive the toolkit and periodic updates when new acquisition analysis resources are published.
No sales pitch. No follow-up sequence. Just the toolkit.
Toolkit — Frequently Asked Questions
Yes. There is no upsell attached to the toolkit. You will receive the documents and occasional updates when new acquisition analysis resources are published. When you find a deal worth evaluating seriously, the logical next step is a Deal Day — but that's your decision to make on your timeline.
Yes. The toolkit is designed to help buyers who are not yet ready for Deal Day — either because they haven't found a specific deal or because they want to understand the fundamentals before engaging an advisor. Use it however is useful.
Yes — the EBITDA multiple reference and SBA eligibility overview are updated periodically as market conditions change. Subscribers receive updates when new versions are published.
Ready to Evaluate This Deal?
Submit the listing and financials. Receive your written analysis in 48 hours. Know whether to proceed before you submit an offer.
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