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Four bonuses, one operating system. Score your readiness, decode the capital stack, filter the bad deals before they cost you, then run the first 90 days like an operator. The same internal tools our 100+ person team runs on every partner deal, packaged for you to keep.
An 8-category, 1-to-5 self-assessment that grades you across capital, timeline, buy box, motivation, time, risk tolerance, experience, and decision authority. Walk away with a 40-point score, the gap categories holding you back, and a 30 to 60 day plan to fix them before you start writing offers.
A 10-section structural teardown of how SBA deals actually get financed: the 7(a) program, full-standby seller notes, the real 5% equity injection, post-close liquidity, DSCR thresholds, the meet-on-price-win-on-terms playbook, and 3 anonymized partner deals broken down line by line.
The internal and external red-flag list our analysts run on every deal that comes through the pipeline, organized by financial, addback, structural, seller-behavior, operational, and market categories, each tagged Yellow Flag, Red Flag, or Walk-Away.
A pre-takeover, week-1, month-2, and month-3 framework with checklists for every phase, the exact words to use on Day 1 with employees, what to extract from the seller before they check out, and the 8 mistakes new owners make in the first 90 days.