Deal Tools

Diligence Checklist

Every diligence workstream, through to close.

Document Requests

Ask for it once, then track what arrives.

Scope the QoE

Price the earnings work, then the deal.

Underwrite a Deal

One target, underwritten end to end.

SBA Acquisition Calculator

Which limits the deal: your cash or the earnings.

LOI Terms Worksheet

Decide the terms before the template.

What the Loan File Contains

What a lender asks for and what a no means.

Lenders Past the Cap

Bank desks lending on cash flow past the SBA limit.

Reading the FDD

The layer a franchise resale adds.

Deal Outreach Templates

Engaging advisors and running the workstreams.

FAQ

The questions readers ask at this stage.