Free Pre-Offer Screening Worksheet

Screen the deal before the deal screens you.

Run the core numbers before making an offer on a small business.

  • →Review 12 pre-offer deal checks
  • →Replace listing claims with conservative assumptions
  • →Document what must be verified before an LOI

Designed as a pre-offer screening worksheet, not a valuation opinion, lender approval, legal/tax advice, or a substitute for due diligence.

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Built for first-pass deal screening
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Frequently Asked Questions

Is this a valuation?

No. It is a pre-offer screening worksheet that helps you decide whether a deal deserves deeper diligence, a lower price, or different structure.

What is inside the download?

The resource is available as a Google Sheet, PDF and Google Doc and covers 12 core checks before an LOI.

Does this replace due diligence?

No. It is not legal, tax, lender or valuation advice and is not a substitute for full due diligence.

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