Business acquisition resources
Buyer guides for screening the deal before LOI.
Use these practical guides to pressure-test financing support, earnings quality, CIM evidence, owner dependence, and advisor readiness before a deal starts consuming diligence time and money.
Pre-LOI Deal Screening
Screen an SMB acquisition before LOI with structured checks for financing, earnings quality, owner dependence, lender risk, and missing proof.
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SBA Financing Supportability
Review SBA acquisition cash flow supportability, DSCR, management compensation, reserves, and conservative earnings basis before lender review.
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SDE and Add-Back Sanity Checks
Review seller discretionary earnings, test common add-backs, and see how unsupported adjustments can distort debt support and buyer cash flow.
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CIM and Teaser Review Checklist
Use a practical CIM and teaser checklist to identify missing financial evidence, owner dependence, customer concentration, and lender-readiness gaps.
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ADE vs AI Chatbots
See why acquisition buyers need structured underwriting discipline, evidence states, DSCR consistency, and advisor judgment beyond generic AI summaries.
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ChatGPT Acquisition Analysis
Compare generic AI deal summaries with a structured acquisition decision framework for extraction, underwriting, debt support, and advisor handoff.
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Advisor-Ready Acquisition Screening
Prepare acquisition assumptions, supported facts, open questions, and advisor handoff materials before LOI discussions.
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Lower Middle Market Deal Screening
Screen lower middle market acquisitions for adjusted EBITDA quality, capital stack pressure, DSCR, sponsor equity, QoE readiness, and management depth.
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