The Acquisition Journey

Define your background, financial capacity, constraints, and buyer pitch before you start sourcing.

Establish your target criteria including industries, deal size, business model preferences, and deal breakers.

Choose your sourcing channels, create outreach templates, and establish a sustainable cadence.

Build and prioritize a list of acquisition targets for direct outreach.

Execute outreach, handle responses, conduct first calls, and move qualified targets into active evaluation.

Analyze financials, run the Earnings Calculator, complete the Diligence Scorecard, and make a proceed/pass decision.

Run debt service scenarios, calculate working capital peg, establish valuation range, and confirm financing capacity.

Decide asset vs stock, outline financing, draft LOI, engage professionals, and submit offer.

Create diligence request list, track items, conduct site visits, reference checks, and resolve issues.

Complete closing checklist, review purchase agreement, verify wires, estimate costs, and prepare for Day 1.

Communicate with employees and customers, plan seller transition, and establish first 90 days priorities.