Asset vs. Stock Purchase Guide: Buying the Assets or the Company? Know Which Fits Your Deal.
Every deal I close starts with the same question: are you buying the assets or the comp...
$27
The Shop
Courses, Kits, and Deal Tools
Every tool here comes from real transactions. Yours to keep, ready to use on the deal in front of you.
Buyer Tools
The Buying Broker Playbook: Should You Hire a Buyer's Broker? How to Find One, and Make It Pay.
Here's what a lot of buyers don't realize: the broker on the listing works for the sell...
$47
Absentee Fit Score: A 5-Factor Assessment to Find Out If a Business Can Really Run Without You Before You Buy.
"Semi-absentee" might be the most overused phrase in business listings. I've read it on...
$47
DSCR & Debt Planner: Know How Much Debt a Business Can Really Carry Before You Sign.
Most buyers start with the asking price. Lenders start with the cash flow. That gap is ...
$147
DQI Scorecard Pro: Screening Tool to Tell You If a Deal Is Worth Your Time.
I've sat across the table from hundreds of buyers. The ones who got hurt usually didn't...
$97
Acquisition Due Diligence Checklist: What to Ask For, in What Order, and What to Do With the Answers.
I've watched buyers do diligence two ways. Some ask for everything on day one, the sell...
$67
Insider’s Playbook to SBA 7(a) Loans: What Changed, What Lenders Want, and How to Get Your SBA Loan Closed.
I want to be honest about where my experience comes from. Of the more than 150 deals I'...
$47
The Seller Financing Playbook: How Seller Financing Really Works, for Buyers and Sellers.
I'm a business broker, and almost every deal I close has a seller note in it. I've seen...
$97
Courses
GrowthLab: The Operator Growth System, 12 Steps to a Stronger, More Valuable Business That Runs Without You.
Most owners I meet are running their business off a feeling. Busy feels good. Slow feel...
$497
SellerLab: The Exit With Leverage Playbook, 12 Steps to Prepare, Price, and Sell Your Business With Leverage.
Most owners decide to sell because they're tired. That's a fine reason to sell, but bei...
$997
BuyerLab: The Buy Right Playbook, 12 Steps to Buy the Right Business, at the Right Price, the Right Way.
I've closed more than 150 deals, and the buyers who get hurt almost never get hurt at c...
$997
Growth Tools
SOP & Delegation System: Your Weekly Scoreboard and a Calendar for Your Cash.
Most owners I work with have plenty of data. What they don't have is a short list of nu...
$67
Margin Expansion Toolkit: Find Where Your Margin Went, and Get It Back in 90 Days.
Growth hides margin problems. When revenue is climbing, nobody asks whether each new jo...
$67
KPI Dashboard + 13-Week Cash Flow Templates: Your Weekly Scoreboard and a Calendar for Your Cash.
Most owners I work with have plenty of data. What they don't have is a short list of nu...
$97
Manager Scorecard + Interview Kit: Hire or Promote Your First Manager the Right Way.
Your first manager is one of the biggest decisions you'll make. Get it right and you ge...
$47
Value Driver Map: See What Moves Your Price, and by How Much, Before You Sell.
Every owner I talk to wants to know the same thing: "What's my business worth?" The hon...
$97
Kits
Growth Operator Kit: My 4 GrowthLab Tools to Run a Tighter, More Valuable Business.
Every owner I work with wants the same thing: a business that makes more money and need...
$147
Deal Financing Kit: Pay for a Business the Smart Way, Not the Hard Way.
Most buyers spend months finding the right business and about a week thinking about how...
$147
Seller Prep Kit: Get Your Business Ready, Priced Right, and Sold.
The owners who get the best results are the ones who find their weak spots before a buy...
$117
Buyer Starter Kit: The 4 Tools I'd Hand Every Buyer Before an Offer.
If you're serious about buying a business, these are the four tools I'd hand you first....
$147
LOI Bundle & Deal Structure Cheatsheet: Structure the Deal Right and Write an LOI That Protects You.
Most buyers think the deal gets negotiated in the purchase agreement. It doesn't. By th...
$197
Seller Tools
The Selling Broker Playbook: How to Pick the Broker Who Actually Gets Your Business Sold.
Picking the right broker might be the most important decision you make when you sell. T...
$27
Exit Readiness Score: Score Your Business the Way a Buyer Will, Before They Do.
Most owners decide to sell because they're tired. That's a fine reason to sell. But bei...
$47
Value Driver Map: See What Moves Your Price, and by How Much, Before You Sell.
Every owner I talk to wants to know the same thing: "What's my business worth?" The hon...
$97
The Seller Financing Playbook: How Seller Financing Really Works, for Buyers and Sellers.
I'm a business broker, and almost every deal I close has a seller note in it. I've seen...
$97
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