PROFESSIONAL DEAL ANALYSIS TOOLKIT

Screen More Deals.
Miss Fewer Bad Ones.

Four professional frameworks used in institutional-grade business and real estate acquisition analysis — packed into one printable PDF. Stop wasting hours on deals that were never going to close.

Get Instant Access — $17
Instant download. PDF format. No subscription.
4
Tools Included
17
Screening Criteria
26
Due Diligence Items
14
Red Flags Rated

THE PROBLEM

Every hour spent on a bad deal is an hour stolen from a good one.

Most buyers screen deals informally — gut feeling, a quick read of the OM, a few back-of-napkin numbers. That works until it doesn't. And when it doesn't, it's usually expensive.

The issue isn't intelligence. It's the absence of a repeatable system — a framework that runs the same rigorous questions on every deal, every time, regardless of how good the pitch sounds.

Institutional buyers have this. Individual buyers typically don't — until now.


WHAT'S INSIDE

Four Tools. One System.

Each tool solves a different phase of the acquisition process — from first look to final decision.

01

Pre-LOI Deal Screening

17 Criteria

Run this before spending a single hour on due diligence. If 3+ criteria fail, the deal is off — immediately. Covers business fundamentals, financial thresholds, real estate anchors, and deal structure fit.

Business stability & revenue quality checks
EBITDA ≥ $500K minimum threshold gate
Seller carry / structure compatibility check
02

Financial Due Diligence

26 Items

Every document to request and every number to verify before signing anything. P&Ls, bank statements, tax returns, AR aging, debt schedules — all mapped to what you should see vs. what you actually see.

Income verification against bank deposits
Add-back documentation requirements
Debt & liability review framework
03

Red Flag Radar

14 Flags Rated

14 deal-killing patterns ranked HIGH / MEDIUM / LOW severity. Know instantly which flags require walking away vs. which require renegotiation. Stop second-guessing what the warning signs mean.

HIGH Revenue concentration, bank statement gaps
MED Deferred CapEx, AR aging issues
LOW Structure limitations, tech disruption risk
04

Deal Comparison Matrix

18 Metrics

Compare up to 3 active deals side-by-side on 18 key metrics — Cap Rate, DSCR, cash-on-cash, IRR, red flag count, seller carry availability. Make the Go / Conditional / No-Go call with a clear framework, not gut instinct.

Full financial metrics comparison grid
Built-in Go / Conditional / No-Go scoring
Side-by-side seller carry & structure view

WHO THIS IS FOR

Built for Buyers Who Move Fast

🏢

Business Buyers

Screening HVAC, car washes, laundromats, self-storage, and service businesses

🏗️

RE Investors

Acquiring multifamily, commercial, and real estate-anchored operating assets

📊

Deal Analysts

Running 5–15 deal screenings per week and need a repeatable, consistent system


★★★★★
"I was spending 3+ hours per deal just figuring out what questions to ask. This bundle cut my initial screening time by more than half — and the Red Flag Radar alone has already saved me from two deals that looked clean on the surface."
R.M.
R.M.
Business Acquisition Buyer · Texas

GET THE BUNDLE

Four Professional Tools.
One Flat Price.

No subscription. No monthly fee. Instant PDF download. Print it, use it digitally, share it with your team. One purchase, yours forever.

$17
One-time · Instant download
Pre-LOI Deal Screening Checklist (17 criteria)
Financial Due Diligence Checklist (26 items)
Red Flag Radar — 14 flags, severity-rated
Deal Comparison Matrix (compare 3 deals / 18 metrics)
Printable + digital-use PDF format
Get Instant Access — $17
Secure checkout · Instant download · 30-day guarantee