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Tools Workspace
Browse by ownership stage or by the kind of work you need to do. Every item opens inside this workspace and saves to your account.
22 items
What kind of business actually suits me?
What would it cost to open this from scratch instead?
Which places are heating up for the business I want?
A first pass through the evidence behind a listing. Name what you have seen, what is missing, and what to ask next.
Is this asking price anywhere near fair?
Is this a good place to own this business?
Where are the off-market businesses near me that might sell?
Can someone walk me through this address with me?
Can you research this address for me and put your name on it?
What is this business really earning, and what should I pay?
Can this business pay its loan after it pays me?
Does my down payment and structure actually qualify?
Can I hand this to a bank?
What does a hire, or the whole team, actually cost me?
What do the next twelve months look like?
What changed around my business this month, and is it me or the area?
What is this worth when I sell it?
Talk through the business question that is blocking your next decision.
A working order for reading the business, meeting the people, and taking responsibility for the cash before making discretionary changes.
List the recurring jobs that touch cash and customers. For each one, identify its trigger, responsible person, checklist and evidence of completion.
Check the evidence a buyer will need to understand and take over the business. This is a record of preparation, not a valuation or a prediction of a sale.
Send a focused question with the relevant tool context and receive an email response.
Separate public resource
The downloadable diligence kit remains public and outside the guided assessment account flow.
View the public kit