The Master Acquisition Checklist
A comprehensive, step-by-step evaluation framework for buying a small business, from initial screening to closing day.
- Covers all 7 phases: Initial Screening, Financial Analysis, Due Diligence, Deal Structure, Legal Review, Operational Assessment, and Integration Planning
- Includes specific items for financial, legal, operational, customer, employee, and tax due diligence
- Printable format: bring it to meetings, share with your attorney and CPA
- Free. No credit card required.
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Based on in-depth analysis of real small business listings
Preview: What's Inside
Here are a few sample items from the checklist:
- 1Verify 3 years of tax returns match the financials presented by the seller
- 2Confirm all required licenses and permits are current and transferable
- 3Review customer concentration: flag if any single customer exceeds 15% of revenue
- 4Assess key employee risk: identify roles where departure would materially impact operations
This is just a preview. The full checklist includes 50+ items across 7 evaluation phases.