Stop chasing every deal. Start with a clear framework that helps you focus on businesses that actually match your goals, budget, and capabilities.
By completing this workbook, you’ll have:
✓ Clear acquisition objectives with 1-year and 5-year success metrics.
✓ Target industries matched to your experience and risk tolerance.
✓ Realistic deal parameters for revenue, EBITDA, valuation, and financing.
✓ Strategic fit criteria to quickly evaluate potential deals.
✓ Non-negotiable dealbreakers that help you walk away from bad deals faster.
✓ A one-page acquisition brief you can share with brokers and advisors to improve your deal flow.
Who This Is For