1. Define the mandate
Separate hard criteria from preferences, and identify your capital and operating capacity.
Open workflow ↗Buyer path
Find a business that fits your life and thesis
A defensible shortlist and a better decision—not a pile of unqualified listings.
2. Form a thesis from evidence
Capture interviews, conviction and counterevidence before comparing with the working answer.
Open workflow ↗3. Screen and source
Use source-linked target observations; unknowns remain unknown and discovery is not seller intent.
Open workflow ↗4. Plan the transaction
Model sources, uses, seller financing and downside debt service with the right professional review.
Open workflow ↗