Buyers Checklist

Smart buyers win deals before the LOI ever goes out.

The Buyers Checklist gives you the tools to prepare for your next move whether you’re a first-time buyer or a seasoned investor looking to streamline your process. From capital stack to deal criteria, due diligence to integration planning, this is how professionals approach acquisition.

Includes:

• 10-step checklist to get your buy-side strategy dialed in
• Covers deal sourcing, valuation modeling, team readiness, and red flag filters
• Bonus: Book a free call with a FUTURE PHAZE advisor to sharpen your deal flow

Perfect for:

Strategic buyers, funded founders, and PE operators looking for clarity and deal flow at the lower middle market level.