A due diligence checklist for buying a business: 126 requests in 12 workstreams, a proof of cash, an LOI template and a manual, from LOI to closing.

The Diligence Room tells you what to request, what to look for in each answer, and what to do when the numbers don’t hold.

What you receive

• The Diligence Manual (PDF, 21 pages): eleven chapters, from earnings quality and the proof of cash to the lender’s file, renegotiation and closing
• The Diligence Tracker (Excel): 126 requests in 12 workstreams, each with what to look for, who provides it, its priority and phase, plus a dashboard, an issues log and a deal timeline
• The Proof of Cash (Excel): bank deposits reconciled to the P&L and the tax return, month by month for up to 36 months, with every gap flagged. Blank and worked example
• Letter of Intent template and Document Request List (Word)

At a purchase price of $3 million or more, the SBA requires a proof of cash inside the Quality of Earnings report (SOP 50 10 8.1, Appendix 15). Below that, it shows whether the earnings you are paying for ever reached the bank.

Includes The Deal Screen. One-time purchase.

Founding offer: code FOUNDING takes 20% off any paid tool until 30 November 2026, for the first 50 orders.

Educational tools, not legal, tax or lending advice. Not a lender or broker, and not affiliated with the U.S. Small Business Administration. Written for U.S. SBA 7(a) acquisitions.