Checklists, spreadsheets and safe AI prompts to evaluate a deal, then set the business up with AI after you buy. Pre-sale: nothing is for sale yet.
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Pre-sale list only. No payment is taken. Sign up below and we'll let you know when each kit is ready.
Define industry, size, location and must-haves before you look.
What to check first and the red flags brokers rarely highlight.
Rebuild seller's discretionary earnings line by line, add-back by add-back.
Match the P&L to filed returns and bank deposits.
Term, renewal, assignment and personal-guarantee questions.
Documents and numbers lenders ask for, and a DSCR check.
What to settle before you sign a letter of intent.
A weighted score so you decide on facts, not excitement.
10 prompts for ChatGPT, Claude or Gemini, with redact-first and verify steps.
Excel / Google Sheets: price, SDE, loan payment, DSCR and sensitivity grid.
Two real public Idaho listings run through the math, with sources cited.
PDF guide (about 18 pages), Markdown source, and an .xlsx deal analyzer and SBA DSCR calculator that opens in Excel or Google Sheets.
Every prompt starts with redaction (strip names, addresses and account numbers before you upload anything) and ends with verification: the AI cites where each number came from, and you check it against the documents.
Not legal, financial or tax advice. The kits are educational. Have a business attorney review any LOI, lease or purchase agreement, and confirm numbers with a CPA and your lender. Worked examples use public broker listings; financing figures in them are labeled hypothetical.
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