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Free Downloads for Business Buyers

Generated from the same registries as the working tools, so the files match the site.

Due Diligence Checklist (PDF)

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The six-workstream checklist as a printable one-pager with checkboxes.

Working version

Due Diligence Checklist (CSV)

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The same checklist as a spreadsheet, one row per item.

Working version

Document Request List (CSV)

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The standard post-LOI request list to send a seller, grouped by section.

Request list source

Deal Box Worksheet (CSV)

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Twelve criteria with target and walk-away columns, for writing a thesis you can actually screen against.

Stage 4: Define Your Thesis

Financial Projection Template (CSV)

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A lender-shaped three-year projection skeleton for the loan package.

SBA Acquisition Calculator

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