01
Request
Send the document list early and track what arrives, what is incomplete, and what never appears.
Free buyer resource
A practical working file for controlling document requests, testing the seller's story, recording red flags, and deciding whether the deal is ready to close.
Download the PDFNo payment. No email wall. Accessible, printable PDF.
A working process
01
Send the document list early and track what arrives, what is incomplete, and what never appears.
02
Connect each seller claim to records, interviews, agreements, and outside verification.
03
Carry unresolved red flags into price, terms, contingencies, or a clear decision to stop.
The kit is a working aid, not a substitute for legal, tax, accounting, environmental, insurance, or lending advice. Adapt it to the business, transaction structure, and jurisdiction.