Checklists
Twenty-minute listing screen
A quick first pass over a business-for-sale listing, so you can decide whether it deserves a call, an NDA or neither before you spend more time on it.
About 20 minutesQuestions for the first seller call
Questions to cover on a first call with a seller or their broker, grouped so the conversation stays natural and you still leave with the facts you need.
About 45 minutesDiligence document request list
The documents to ask for once terms are agreed in principle, grouped by area so the seller can fill a data room in order and you can see what is still missing.
About 30 minutesOnline business diligence for SaaS, ecommerce and content
The checks that matter most when a business lives online: live account access, traffic, platforms, ownership of digital assets, code and the revenue behind the dashboards.
About 120 minutesHandover and the first 30 days
What to settle before completion and what to do in the first month after you buy, so customers, staff and suppliers stay with the business while you learn how it runs.
About 30 minutes
Signed in, your ticks are saved to your account and you can download each checklist as a PDF. See your checklists.