Stage playbooks

The guides explain one topic at a time. These playbooks put them in order: what to do, and what to read, at each stretch of a real acquisition.

Before you search

Getting ready to buy

Set your buy box, line up your capital, and talk to a lender before you fall for a listing.

Interested → Contacted

Screen fast, introduce yourself as a credible buyer, sign the NDA, and get the real numbers.

Evaluating CIM

Read the CIM critically, model the financing honestly, and put the terms that matter in writing.

Under DD

Verify what the seller told you, assemble the lender package, and clear the closing conditions.

Closed

Listen first, keep the people and customers you paid for, and take over the systems the seller carried in their head.

To see how these stages go wrong in practice, read the case studies.