SMB Buyers Toolkit - used on 100+ transactions, combined value of $750million.

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March 19, 2024

by a professional from James Madison University in Washington, DC, USA

Searchers I've put together a comprehensive complimentary SMB Buyers Toolkit to purchase a $1-$20M business. I've compiled this over 10+ years and have used it on 100+ transactions for a total value of $750million.

Get the Toolkit here https://share.hsforms.com/1b5vnARRnR8mTD6pSKPPWpgqc19n

These are some of my best templates & resources including:

  1. Essential Questions Buyers Must Ask Sellers

  2. Financial Due Diligence Timeline
  3. SMB Acquisitions: The Ultimate M&A Guide
  4. 10 Tactics for Buyers to Engage SMB Owners
  5. Due Diligence Document Checklist
  6. Exit Strategies: Understanding Seller Perspectives (Useful for Buyers to under it from the sellers viewpoint)

Most importantly I hope this toolkit saves you time and money as you navigate your SMB deals.

If you have questions or would like help facilitating these SMB deals please reach out I'd love to meet and connect with you.

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