Acquisition Deal Kit · Coming soon

The working files for buying a small business. $39.

Five editable files that take you from first look to day 100: request the right documents, recast SDE, check the SBA loan and DSCR, write the LOI and run the close. Built on the same math as our free Deal Toolkit.

What is inside

Five files, one deal

Excel files work in Excel, Google Sheets and Numbers. Word files open in Word, Google Docs and Pages.

Excel

Due diligence request list

A 150-item request list across finance, tax, legal, customers, operations, people, technology and closing, with why each item matters, the red flags to look for, priority, status tracking and a findings log.

Excel

SDE add-back workbook

Recast three years of P&L into SDE and adjusted EBITDA. Every add-back gets an evidence column and an accept / challenge / reject decision, so you see the seller’s SDE next to yours.

Excel

SBA loan and DSCR model

Sources and uses, 10% equity injection check (SBA SOP 50 10 8.1), senior loan and seller note payments, DSCR, post-debt cash flow and a price-versus-rate sensitivity grid. Plus the lender document checklist and questions to ask a lender.

Word

Annotated letter of intent

An editable LOI with plain-English notes on each clause: what it does, what buyers usually ask for, and what to watch in the seller’s draft.

Word

Closing checklist and first 100 days plan

Everything to line up before closing day, then a week-by-week plan for the first 100 days: people, customers, cash, systems and the seller transition.

Launching soon

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The Bootstrapper Brief

One deal, taken apart, every week.

  • A real-world deal structure walked through with the Deal Toolkit
  • A template, checklist or calculator you can use the same day
  • Plain-English notes on valuation, financing and diligence. No hype, no paid placements.

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Why we built it

The free guides explain what to check and why. On a live deal you also need files you can fill in, send to a broker and hand to a lender. The kit packages the request list, models and checklists we reference across the site, with formulas you can inspect.

Questions

Who is the Deal Kit for?

First-time buyers of an owner-operated small business, usually in the US and often using an SBA 7(a) loan, who want working files rather than another article.

Is it legal, tax or lending advice?

No. The files are educational templates and models. Have your lawyer, accountant and lender review anything you rely on.

How is it different from the free tools?

The free calculators and checklist on this site stay free. The kit adds editable spreadsheets you can fill with a real deal, keep offline and share with advisors, plus the documents and checklists that sit around them.

What will it cost?

The planned launch price is $39 for the full kit, as a one-time download.

The Deal Kit is a Bootstrapper.com product. See our disclosures. Educational templates only, not legal, tax, lending or investment advice.