Hello Freedom Seekers!
Below you will find a list of free resources that I have put together for you all. Please reach out with any questions or feedback! Enjoy.
→ Information request list template to streamline diligence requests and tracking
→ My 3 “must-have” financial data requests to build a bottoms up PF EBITDA to bid off along with specific guidance & instructions for Seller to complete
→ Best practices of how to customize to your needs and present to Seller
→ Real life example video of me walking through the data pack to Seller
→ Highly curated and actionable list of my favorite brokerage sites based on REAL experience not an AI-generated output
→ Descriptions of why I like and specific use cases to make sure you select what is most relevant for you
→ “Stay away from” list to save you time and make the the list as tactical as possible

