Resources
Resources
Working templates you can download, edit and keep. No email address required.
Due diligence tracker (CSV)
All nineteen checks from the workbench, with columns for the document requested, the date received, the finding and the status. Opens in any spreadsheet app.
Download the due diligence tracker
Read the due diligence checklist guide for what each check means.
Deal screening worksheet (CSV)
One row per listing: source, asking price, stated SDE, multiple, years operating, your first-pass notes and the reason you passed or advanced it. Keeping rejected deals on the same sheet is the point.
Download the deal screening worksheet
Letter of intent outline
The sections a small-business LOI usually covers, with notes on which terms are binding. It is an outline for discussion with your attorney, not a form to sign.
Read the letter of intent guide
Your workbench data
The workbench exports your saved deals, calculator assumptions and diligence progress as a JSON backup. Keep a copy somewhere other than your browser.
Start, share and stay current
Use the sample walkthrough to explore the complete process. Share the public toolkit with a buyer or adviser, and follow Journal updates without an email signup. The changelog describes available features and current limitations.