Free templates
The paperwork of a serious buyer
Five working templates that pair with the Foundations curriculum — outreach that gets broker replies, calls that test the CIM, and checklists that keep diligence honest. Copy, edit, use. Free, no account required.
Broker intro & outreach scripts
First-contact email, follow-up, and phone script that make brokers take you seriously and send you better deals.
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CIM request & NDA checklist
Request the CIM the right way, and know what to check before you sign a broker NDA.
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First seller call question guide
The 20 questions that surface why the business really sells, how it really runs, and whether the numbers hold.
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LOI skeleton (educational)
The standard sections of a letter of intent, with plain-English notes on what each one is negotiating.
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Due diligence starter checklist
The first-pass request list across financial, legal, operational, and customer diligence — organized so nothing obvious slips.
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