Buyer resources
Acquisition and diligence resources
- Acquisition PlaybookSeven modules for first-look review, LOI strategy, diligence, deal structuring, and Day 1 readiness.
- Pre-LOI UnderwritingA practical page for validating a company before exclusivity and sunk diligence time take over.
- Pre-LOI Proof TestsThe evidence checks a buyer can run before deciding whether a company deserves deeper diligence.
- Deal-Killer ScanEarly warning signals that help buyers avoid spending weeks on a company that cannot close cleanly.
- Go / No-Go DecisionA structured checkpoint for deciding whether to advance, pause, or stop before exclusivity.
- Quality of EarningsHow acquirers validate earnings quality, addbacks, recurring revenue, margin durability, and diligence scope.
- Working Capital DiligenceA buyer-facing review of working capital targets, normalized needs, and closing adjustment risk.
- Customer ValidationHow buyers test concentration, churn, account quality, and customer reference confidence before close.
- Close SprintThe closing-stage path for final diligence, documentation, funds flow, and Day 1 transfer details.
- Day 1 AccessThe operating access buyers should confirm before the transaction turns into a real company handoff.
- First 60 DaysHow acquirers sequence post-close stabilization, reporting, team cadence, and owner-dependency reduction.
- Acquisition Playbook ConclusionThe closing synthesis that ties sourcing, LOI, diligence, structure, and Day 1 readiness into one buyer path.
- Due Diligence ChecklistA buyer diligence request list covering financial, legal, customer, HR, operations, technology, and closing support.
