Roadmap Tools & Templates

Every step on the Roadmap links to a real tool, template, or story—no fluff.

Step 0
Tool

Am I Ready? Assessment

Figure out if business ownership fits your skills, risk tolerance, and lifestyle goals.

Step 0
Tool

Deal Box Builder

Define your target industry, size, geography, and cash-flow needs—the filter for every future deal.

Step 1
Template

Owner Outreach Scripts (10-pack)

Proven emails, DMs, cold call, voicemail, and walk-in intros that open real conversations.

Step 1
Guide

Sourcing Playbook

Go beyond marketplaces. Build proprietary deal flow through local networks and direct outreach.

Step 2
Tool

Deal Scorecard

Screen fast for cash flow, owner dependency, concentration, recurring revenue, and red flags.

Step 3
Guide

Seller Psychology & Legacy Pitch

Win trust with story-first conversations and a respectful continuity message.

Step 4
Template

LOI (Letter of Intent) Template

Get under contract with flexible terms: price, structure, diligence, exclusivity, and more.

Step 4
Guide

Creative Deal Structures

Seller notes, earnouts, rollovers, and travel-fund concepts to bridge valuation gaps.

Step 5
Template

Mutual NDA Template

Share data safely with lenders and advisors during diligence.

Step 5
Checklist

Due Diligence Checklist (No‑B.S.)

Financials, customers, ops, legal/compliance, and transition readiness—no fluff.

Step 6
Guide

Purchase Agreement (APA) Overview

LOI → definitive: assets vs. stock, reps & warranties, schedules, and closing conditions.

Step 7
Guide

Financing Guide & Capital Stack

SBA, seller financing, conventional, and how to layer them to keep cash flow strong.

Step 7
Checklist

Closing Checklist

Documents, deadlines, and communication cadence so nothing slips before wire day.

Step 8
Guide

First 90 Days Plan

Stabilize, listen, and earn trust. Weekly scorecards and town hall scripts included.