Your payment went through. The workup starts the moment your documents land, and it delivers within 3 business days from there. The next move is yours: one email with everything attached, plus twelve short questions further down this page.
Use the same email address you paid with so I can match your documents to your order. If the files are too big to attach, a link to a shared folder works too.
You'll get a reply confirming everything arrived and that the clock has started.
Two parts to this step. The documents come by email. The twelve questions below come through the form. Five minutes, and your answers ride along with your documents.
Bought the Workup + Debrief? Same first step: send the documents. Your workup lands within 3 business days, and the scheduling link for your live debrief arrives with it, so we talk with the findings in front of us.
Missing pieces? Send what you have. Part of the workup is the list of what you should demand from the seller and what it means if you can't get it.
The paperwork tells me what the seller wrote down. These questions tell me what happened around the paperwork: what got said out loud, what you asked for and never got, what you saw with your own eyes. None of that is in the sales packet, and all of it changes how I read the sales packet.
Short answers are fine, a sentence or two each. If you don't know, write "don't know." That's an answer too, and sometimes it's the one that matters.
Done. Your answers will be in front of me when I read your documents. If the documents are already in your sent folder, you're finished here. Watch for my confirmation reply.
Documents by email, the twelve answers through the form. I confirm receipt, the 3-business-day clock starts, and I get to work rebuilding the numbers.
Claimed earnings checked against the tax returns. Asset list crossed against the filings. The questions nobody at your closing table is paid to ask.
Red flags, the exact questions to ask before you sign, and where the price should actually sit. Walk, negotiate, or proceed, on purpose.
Same process, one addition. When your workup is delivered, that email includes a link to book your 45-minute debrief. We schedule it after the report exists so you're reading the findings before we talk, not waiting on them.
Landed here without paying? This page is the next step after checkout. Head back to the site to start a workup. If your payment went through but something isn't working, email and I'll fix it.
Disclaimer: I'm not a lawyer or an accountant, and I'm not licensed as either. Nothing on this site, in a workup, or on a Deal Call is legal, tax, or investment advice, and using this service doesn't create an attorney-client or accountant-client relationship. My opinions come from the documents you send me and my own experience buying, running, and selling businesses, not from a professional license. Always use a licensed attorney for your purchase agreement and a licensed accountant or CPA for your taxes and financial review.
Read the full Terms of Service →