Free Resources
Tools, templates, and checklists built for buying businesses in Australia. No fluff — the same frameworks I use on live deals.
Landscaping Business Due Diligence Checklist (Australia)
A complete due diligence checklist for buying a landscaping business in Australia — financial verification, equipment, licences, customers, staff, chemical compliance, and WHS.
Pest Control Business Due Diligence Checklist (Australia)
A complete due diligence checklist for buying a pest control business in Australia — covering licensing, APVMA compliance, termite agreements, staff certifications, and financials.
Stamp Duty When Buying a Business in Australia: The Complete State-by-State Guide
Stamp duty on a business purchase in Australia varies wildly by state and by how the deal is structured. This free guide covers what attracts duty, how each state taxes it, and how experienced buyers legally reduce the bill.
Seller Retained Equity Negotiation Checklist for Australian Business Buyers
A practical checklist for evaluating, negotiating, and documenting a seller retained equity structure when buying a business in Australia — covering shareholder terms, buyout mechanisms, tax, and governance.
Fencing Business Due Diligence Checklist (Australia)
A complete due diligence checklist for buying a fencing business in Australia — covering financials, equipment, pool safety licences, workforce, and customer concentration. Free download.
Pest Control Business Buyer Checklist (Australia)
A complete due diligence checklist for buying a pest control business in Australia — covering licences, chemical compliance, termite contracts, staff, financials, and settlement.
Earthmoving Business Valuation Checklist (Australia)
A practical checklist for valuing an earthmoving business in Australia — covering EBITDA multiples, plant and equipment assessment, operator licences, contracts, and the factors that move the price up or down.
Landscaping Business Buyer Checklist (Australia)
A complete due diligence checklist for Australians buying a landscaping business — covering financials, equipment, crew, licences, client concentration, and the operational checks that marketplace listings won't tell you about.
Buying a Business from a Retiring Owner: The Complete Checklist
A step-by-step checklist for buying a business from a retiring owner in Australia — covering motivation discovery, vendor finance potential, handover requirements, and the due diligence items specific to succession sales.
Non-Bank Lender Comparison Checklist for Business Acquisition (Australia)
A checklist for Australian business buyers comparing non-bank lenders. Covers loan terms, red flags, questions to ask, and how to evaluate acquisition finance that banks won't touch.
Roofing Business Buyer Checklist (Australia)
A structured checklist for Australians buying a roofing business — covering licensing, financials, equipment, staff, customer base, and the due diligence questions most buyers forget to ask.
Electrical Business Due Diligence Checklist (Australia)
A complete due diligence checklist for buying an electrical business in Australia — covering licences, financials, staff structure, plant, WHS compliance, and contracts. Free to download.
Flooring Business Buyer Checklist: What to Check Before You Buy in Australia
A practical checklist for anyone buying a flooring installation business in Australia — covering valuation, due diligence, equipment, supplier relationships, and the financial red flags that most buyers miss.
Cash Flow Management Checklist for New Business Owners in Australia
A week-by-week cash flow checklist for the first 90 days after buying a business in Australia — covering settlement day actions, debtor chasing, BAS obligations, and setting up your 13-week forecast.
Security Alarm Business Valuation Checklist (Australia)
A complete checklist for valuing a security alarm installation and monitoring business in Australia. Covers recurring revenue quality, licence verification, EBITDA normalisation, and what to verify before making an offer.
New Owner Introduction Letter Templates for Customers (Australia)
Word-for-word letter and email templates for telling your new customers you've bought the business — what to say, when to say it, and how to keep them from taking their work elsewhere.
Rubbish Removal Business Valuation Checklist (Australia)
A step-by-step checklist for valuing a rubbish removal business in Australia — EBITDA normalisation, multiples, truck assessments, contract quality, and the specific factors that move the price up or down.
Fire Protection Business Valuation Checklist (Australia)
A buyer's checklist for valuing a fire protection business in Australia. Covers EBITDA assessment, licence verification, contract book analysis, and staff risk — before you make an offer.
Intellectual Property Due Diligence Checklist: Buying a Business in Australia
A step-by-step checklist to verify IP ownership, check for transfer issues, and make sure the brand, domain, software, and digital assets you're paying for are actually owned by the entity you're buying.
Price Increase Letter Templates for Trades Businesses (Australia)
Three ready-to-use templates for communicating a price increase to your trades business customers in Australia — commercial, residential, and long-term client versions. Written for new owners who've just bought a business.
Window Cleaning Business Valuation Checklist (Australia)
A practical checklist for buyers and sellers valuing a window cleaning business in Australia. Covers SDE calculation, contract quality, equipment assessment, owner dependency, and what adjustments to make before making or accepting an offer.
Home Equity for Business Acquisition Checklist (Australia)
A step-by-step checklist for Australian buyers using home equity to fund a business acquisition — covering equity calculation, lender requirements, loan structure options, and the pre-application preparation that gets deals approved. Free download.
Business Acquisition Deal Pipeline Tracker (Template for Australian Buyers)
Track every business opportunity you're evaluating — from first broker call to signed letter of intent — with this free deal pipeline template built for Australian buyers managing multiple opportunities at once.
Pressure Washing Business Buyer Checklist (Australia)
A step-by-step evaluation checklist for Australians buying a pressure washing business. Covers commercial contract quality, equipment condition, licencing, owner dependency, and financial verification — everything you need before you commit.
Heads of Agreement Checklist for Australian Business Buyers
A practical checklist covering every clause to review, negotiate, and red-flag before you sign a heads of agreement on an Australian business purchase.
Cleaning Business Due Diligence Checklist for Australian Buyers
A comprehensive due diligence checklist specifically for buying a cleaning business in Australia — covering financials, client contracts, staff classification, equipment, and compliance.
Solar Installation Business Buyer Checklist — Australia
A comprehensive checklist for buying a solar installation business in Australia. Covers CEC accreditation, STC rebate exposure, valuation, due diligence, and settlement.
Management Buy-In Checklist for Australian Business Buyers
A step-by-step checklist for Australian professionals doing a management buy-in (MBI) — covering self-assessment, target screening, due diligence, deal structure, and day-one planning.
Plant and Equipment Checklist: Buying a Trades Business in Australia
A practical checklist for assessing every vehicle, machine, and tool included in an Australian trades business sale — covering condition, finance, compliance, and replacement cost.
Refrigeration Business Valuation Checklist
A step-by-step checklist for valuing a commercial refrigeration business in Australia — covering profit normalisation, revenue quality, ARC licence compliance, and what to check before you put a number on it.
GST Going Concern Compliance Checklist for Business Buyers in Australia
A practical checklist to verify all four conditions for the GST going concern exemption before you buy a business in Australia. Miss one condition and you owe 10% GST on the purchase price.
Electrical Business Buyer Checklist (Australia)
A comprehensive due diligence checklist for buying an electrical contracting business in Australia — licences, staff, financials, compliance, and the things most buyers miss.
Plumbing Business Buyer Checklist — Due Diligence for Australian Buyers
A comprehensive due diligence checklist for buying a plumbing business in Australia — covering licences, financials, staff, compliance, equipment, and the plumbing-specific risks that generic checklists miss.
Environmental Due Diligence Checklist for Buying a Trades Business (Australia)
A practical, trades-specific environmental due diligence checklist for Australian business buyers — covering EPA licences, chemical storage, fuel tanks, asbestos, contaminated land, and contractual protections.
Pool and Spa Business Buyer Checklist
A comprehensive checklist for evaluating a pool servicing, cleaning, or spa business acquisition in Australia — covering the route, licences, chemicals, equipment, customer retention risk, and what to verify before you sign.
Tree Services Business Buyer Checklist (Australia)
A comprehensive due diligence checklist for buying an Australian tree services or arborist business — covering financials, equipment, licencing, staff, and WHS compliance.
Handyman Business Buyer Checklist (Australia)
A comprehensive checklist for buying a handyman business in Australia — covering valuation, due diligence, licences, owner dependency, tools and vehicle assessment, and settlement preparation.
WHS Due Diligence Checklist: Buying a Trades Business in Australia
A complete work health and safety checklist for buyers of trades businesses in Australia. Covers SafeWork compliance history, equipment certification, SWMS documentation, WorkCover claims, and how to price what you find.
Window Cleaning Business Buyer Checklist (Australia)
A complete due diligence checklist for Australians buying a window cleaning business — covering financials, client contracts, equipment, licensing, owner dependency, and valuation.
Business Acquisition Finance Application Checklist (Australia)
Everything you need to prepare before approaching a bank or lender for business acquisition finance in Australia — documents, financials, and how to present your case.
Franchise Resale Checklist for Australian Business Buyers
A step-by-step checklist for evaluating a franchise resale in Australia — covering the franchisor, the financials, the territory, and the transfer process before you sign anything.
Rubbish Removal Business Buyer Checklist (Australia)
The complete due diligence checklist for buying a rubbish removal, skip bin, or waste management business in Australia. Covers financials, fleet, EPA licences, commercial contracts, and settlement.
Key Person Risk Assessment Checklist for Buying a Business in Australia
A practical checklist to identify, assess, and manage key person risk when buying a small business in Australia. Covers due diligence questions, dependency scoring, and retention strategies.
Carpet Cleaning Business Buyer Checklist (Australia)
A practical due diligence checklist for Australians buying a carpet cleaning business — covering equipment, customers, finances, licences, and the questions sellers hope you won't ask.
Conditions Precedent Checklist for Buying a Business in Australia
Every Australian business sale has conditions that must be satisfied before settlement. This checklist walks you through the most common — and the ones buyers most often overlook.
Air Conditioning Business Buyer's Checklist (Australia)
The industry-specific checklist for buying an air conditioning or HVAC business in Australia — ARCtick licensing, refrigerant compliance, service contract assessment, and the technician dependency risks that catch buyers off guard.
Fencing Business Buyer's Checklist (Australia)
The industry-specific checklist for buying a fencing contractor business in Australia — licensing requirements, pool compliance risks, equipment assessment, and customer concentration red flags that generic checklists miss entirely.
Concreting Business Buyer's Checklist (Australia)
A comprehensive checklist for buying a concreting business in Australia — covering equipment, financials, crew, licensing, and client concentration. Free download.
Business vs Property Investment Decision Framework for Australian Buyers
A scored decision framework that compares buying a small business against buying an investment property in Australia — across returns, risk, capital, time, and tax. Work out which one actually suits you.
Employed Buyer Checklist: Buying a Business While Working Full Time in Australia
A step-by-step checklist for corporate professionals and salaried workers who want to buy a small business in Australia without quitting their job first. Covers the legal checks, search process, due diligence management, and transition planning that general buying guides leave out.
Painting Business Buyer's Checklist: What to Verify Before You Buy in Australia
A free checklist for Australian buyers evaluating a painting business — covering investment case, customer mix, licensing, financials, staff, and equipment. 55 verification items built for the $150K–$1.5M acquisition range.
Due Diligence Price Renegotiation Checklist: How to Use Your Findings to Get a Better Deal
Most buyers who find issues in due diligence don't know how to turn them into a price reduction. This checklist walks you through exactly how to identify, quantify, and negotiate due diligence findings in Australian business acquisitions.
Management Buyout Checklist for Australian Small Business Buyers
A step-by-step management buyout checklist for buying a small business in Australia — covering preparation, finance, due diligence, deal structure, and settlement. Free download.
Acquisition Criteria Template for Business Buyers in Australia
A structured fill-in template to define exactly what you're looking for before you approach brokers or owners directly. Covers industry, financials, geography, deal structure, and your non-negotiables.
Business Insurance Review Checklist: Buying a Business in Australia
A complete insurance due diligence checklist for Australian business buyers — what to request from the seller, what to verify, and how to get your own cover in place before settlement day.
Shareholder Agreement Checklist for Co-Buying a Business in Australia
The key provisions every co-buyer shareholder agreement needs before you settle on a business in Australia — covering decision-making, equity, salary, exit mechanisms, and dispute resolution.
EBITDA Add-Backs Verification Checklist for Business Buyers in Australia
A buyer-side checklist for stress-testing every EBITDA add-back a seller presents. Covers owner salary, personal expenses, one-off items, non-arm's length transactions, and the documentation you need to verify each one.
Job Management Software Setup Checklist for New Trades Business Owners
A practical checklist for setting up or auditing job management software after buying a trades business in Australia — covering data migration, staff training, quoting, invoicing, and automation setup.
Restraint of Trade Clause Checklist for Buying a Business in Australia
A practical checklist for reviewing, negotiating, and enforcing the restraint of trade clause when buying a business in Australia. What to look for, what to push back on, and what makes it actually stick.
Electrical Business Valuation Checklist (Australia)
A step-by-step checklist for valuing an electrical contracting business in Australia — covering EBITDA normalisation, licence transferability, asset assessment, and what the numbers actually mean for a buyer.
Licences and Permits Verification Checklist for Buying a Business in Australia
A step-by-step checklist for verifying every licence, permit, and regulatory approval when buying a business in Australia — from initial screen to settlement day.
Tiling Business Valuation Checklist (Australia)
A step-by-step checklist for valuing a tiling business in Australia — covering financials, crew, customer base, and how to calculate what it's actually worth.
NDA Checklist: What to Check Before Signing a Confidentiality Agreement When Buying a Business in Australia
Most business buyers sign NDAs without reading them. Here's a practical checklist covering the clauses that matter, the ones to negotiate, and the red flags that should give you pause before you commit to confidentiality.
Plumbing Business Valuation Checklist (Australia)
A step-by-step checklist for valuing a plumbing business in Australia — covering EBITDA multiples, SDE, staff and van fleet, licence status, and the factors that move the price up or down.
Pest Control Business Valuation Checklist (Australia)
A structured checklist for valuing a pest control business in Australia — covering revenue quality, EBITDA normalisation, licensing, customer contracts, and multiple selection.
Lawn Mowing Business Valuation Checklist (Australia)
A practical checklist for assessing and valuing a lawn mowing or garden maintenance business in Australia before you buy. Covers customer quality, equipment, financials, and how to calculate what you should pay.
Cleaning Business Valuation Checklist for Australian Buyers
A step-by-step checklist for valuing a cleaning business in Australia before you make an offer. Covers revenue quality, EBITDA multiples, owner dependency, contracts, and what buyers typically miss.
Distressed Business Acquisition Checklist (Australia)
A triage checklist for buying a business in voluntary administration, receivership, or informal distress in Australia — covering the critical items to verify when you have days, not weeks.
Supplier Concentration Risk Assessment Checklist for Australian Business Buyers
Identify and assess supplier concentration risk before you settle on a business purchase in Australia. This checklist covers every supplier due diligence step, from initial screening through to post-settlement risk management.
Personal Guarantee Negotiation Checklist: Protect Yourself When Buying a Business in Australia
Most Australian business buyers sign personal guarantees without negotiating. Here's what you can actually push back on — cap amounts, secured assets, duration, discharge conditions — and a step-by-step checklist to work through before you sign anything.
Roofing Business Valuation Checklist (Australia)
A practical checklist for assessing and valuing a roofing business before you buy — covering licensing, financials, workforce, safety record, and what the numbers actually mean.
Business Buyer Skills Inventory: The Skills You Actually Need to Buy a Business in Australia
A free skills assessment framework for Australians considering buying a business. Score yourself across 7 dimensions, identify your gaps, and learn which skills you can hire vs which you must have yourself.
KPI Checklist for New Trades Business Owners in Australia
The key performance indicators every new trades business buyer should track in their first 90 days — to verify the business is performing as expected and catch problems early.
Landscaping Business Valuation Checklist: What to Check Before You Make an Offer in Australia
A free buyer's checklist for valuing a landscaping business in Australia. Covers EBITDA normalisation, equipment, contracts, customer spread, and what to pay.
Seller Handover Checklist: What to Cover in the First 4–8 Weeks After Buying a Business in Australia
A complete seller handover checklist for Australian business buyers — covering customer introductions, staff briefings, system access, operational knowledge transfer, and handover sign-off. Free to download.
Follow-Up Automation Checklist for Trades Businesses in Australia
The step-by-step setup checklist for automating customer follow-up in an Australian trades business — Google review requests, job completion messages, repeat-job reminders, and the platform configuration that makes it all run without anyone managing it manually.
Purchase Price Allocation Template: Asset Sale of Business in Australia (Free Download)
A free purchase price allocation template for Australian business buyers — allocate the purchase price across asset categories correctly for ATO compliance and maximise your post-acquisition tax position.
Financing Options Checklist: Buying a Business in Australia
A practical checklist for mapping every financing option available when buying a business in Australia — bank debt, vendor finance, home equity, SMSF, and private lending. Work through each section to build your financing stack before you make an offer.
Goodwill Assessment Checklist for Buying a Business in Australia
A structured checklist to help Australian business buyers verify whether the goodwill in a business sale is real, transferable, and worth what the seller is asking — before you commit to paying for it.
Business Acquisition Risk Profile Assessment: Know Your Buyer Profile Before You Commit
A personal risk assessment framework for Australians considering buying a business. Score yourself across four dimensions — financial capacity, operational experience, lifestyle fit, and risk psychology — to identify your buyer profile and the right type of acquisition for your situation.
Trades Business Buyer Assessment Checklist (Australia)
A free, trades-specific pre-purchase assessment checklist for Australian buyers evaluating plumbing, electrical, HVAC, landscaping, and cleaning businesses. Covers licensing, revenue quality, staff, equipment, and deal structure.
Quality of Earnings Checklist for Buying a Business in Australia
A practical quality of earnings checklist for Australian business buyers — verify that the seller's reported profits are real, recurring, and not propped up by add-backs that won't survive post-settlement.
Legal Due Diligence Checklist for Buying a Business in Australia
A complete legal due diligence checklist for Australian business buyers — covering ownership verification, PPSR checks, contracts, leases, licences, employment, litigation, and IP. Free download.
Industry Research Checklist: Evaluate Any Sector Before Buying a Business in Australia (Free Download)
Before you look at a single business listing, you need to understand the industry you're buying into. This free checklist covers market size, regulation, competitive dynamics, margin profiles, and technology risk — specific to Australian trades and service businesses.
Business Acquisition Negotiation Checklist for Australian Buyers (Free Download)
A step-by-step negotiation checklist for buying a business in Australia — covering your opening offer strategy, what to negotiate beyond price, counter-offer decisions, and walk-away conditions.
Seller Questions Checklist: What to Ask When Buying a Business in Australia
70+ questions to ask a business seller before and during due diligence — organised by phase, with Australian-specific financial, legal, and operational questions that reveal what the IM doesn't.
Initial Deal Screening Checklist: Assess Any Business for Sale in 30 Minutes
A structured checklist for Australian business buyers to quickly filter deals before investing serious time in due diligence. Use it every time a broker sends you an IM.
Quoting Automation Setup Checklist for Australian Trades Businesses
A step-by-step checklist for setting up automated quoting, scheduling, and follow-up in a trades business. Covers software selection, rate card configuration, AI integration, and team training — built for Australian tradespeople and new business owners.
Customer Retention Checklist: The First 90 Days After Buying a Business in Australia
A free customer retention checklist for Australian business buyers — covering the pre-settlement communication plan, first-week contact actions, and the 90-day programme for keeping customers when the business changes hands.
Information Memorandum Review Checklist: What to Check When Buying a Business in Australia
A buyer's checklist for evaluating an information memorandum (IM) when buying a small business in Australia — what to look for, what's typically left out, and when to walk away before investing more time.
Tax Due Diligence Checklist for Buying a Business in Australia (Free Download)
A comprehensive tax due diligence checklist for buying a business in Australia — covering ATO debts, GST and BAS records, PAYG withholding, superannuation, payroll tax, and the structural tax issues that kill deals at settlement. Free download for Australian business buyers.
Is This Business Worth Buying? The Preliminary Evaluation Scorecard for Australian Buyers
A scored assessment framework for quickly evaluating any business for sale in Australia — financial health, revenue quality, owner dependency, and operational resilience — before you commit to full due diligence.
Offer Price Calculation Framework: From Normalised EBITDA to Your Opening Bid (Free Download)
A step-by-step framework for calculating what to offer when buying a business in Australia — from normalised earnings to risk-adjusted multiple to opening bid. Free download for Australian business buyers.
Operational Due Diligence Checklist for Buying a Business in Australia (Free Download)
A comprehensive operational due diligence checklist for buying a business in Australia — covering staff, systems, equipment, suppliers, licensing, and owner dependency. Built for buyers of trades and service businesses. Free download.
Earn-Out Agreement Negotiation Checklist for Australian Business Buyers
A practical checklist for negotiating, structuring, and protecting yourself through an earn-out agreement when buying a small business in Australia. Covers metrics, SPA clauses, and the earn-out period.
Working Capital Adjustment Template: Buying a Business in Australia
A practical working capital adjustment template for Australian business buyers — calculate the peg, spot what's included and excluded, and avoid the settlement disputes that derail deals at the last minute. Free download.
Australian Business Broker Directory: How to Find, Evaluate, and Work With Brokers as a Buyer
A buyer-focused guide to the Australian business broker landscape — associations, state networks, specialist platforms, and a scoring framework for evaluating any broker before you commit your time.
Pre-Settlement Checklist: What to Do Between Signing and Settlement When Buying a Business
The 30-90 days between signing the SPA and settlement is when most acquisitions either gain momentum or quietly fall apart. This checklist covers every task — legal, financial, operational, and staff — in the order you need to do them.
New Owner Staff Communication Scripts: What to Say When You've Bought a Business
Word-for-word scripts for telling staff you've bought the business — the all-hands meeting, individual one-on-ones, and the week-one follow-up conversations that keep good people in their seats.
Company vs Trust Decision Checklist for Buying a Business in Australia
Not sure whether to buy your business through a company or a trust? This checklist walks you through the 5 key decisions — tax, lending, exit, liability, and setup — so you choose the right structure before you sign anything.
Employee Entitlements Checklist for Buying a Business in Australia (Free)
A practical employee entitlements checklist for buying a business in Australia — covering leave balances, long service leave, superannuation, casual conversion, and subcontractor risk. Built from PE deal experience. Free download.
Recurring Revenue Assessment Checklist: Evaluating Revenue Quality Before Buying a Business in Australia
A free checklist for assessing the quality and durability of recurring revenue when buying a small business in Australia. 45 verification items across contract quality, customer retention, revenue mix, and financial cross-checks. Built for buyers of trades and service businesses.
The Corporate-to-Business-Owner Checklist: Leaving Corporate to Buy a Business in Australia
A free checklist for Australian corporate professionals planning to leave their job and buy a business — 5 phases, 40 action items, covering finance, skills, your advisory team, and the exit itself. Built for the $100K–$500K acquisition range.
Off-Market Deal Sourcing Playbook: Build a Business Acquisition Pipeline in Australia
A step-by-step playbook for finding businesses for sale in Australia before they hit the brokers — five channels, specific scripts, and a pipeline tracker. For buyers who want better deals with less competition.
Vendor Finance Negotiation Checklist for Buying a Business in Australia
A practical checklist for negotiating vendor finance when buying a small business in Australia. Covers interest rates, security, repayment terms, default clauses, and what to put in writing before you sign.
Business Valuation Calculator Spreadsheet: Australian Small Business Edition
A step-by-step valuation worksheet for Australian small businesses. Calculate SDE, normalise earnings, apply the right multiple, and arrive at a defensible value range — whether you're buying or selling.
Business Process Documentation Template for Small Business in Australia (Free Download)
A free process documentation template built for Australian small business owners — especially trades and service businesses acquired by new owners. Covers quoting, job delivery, invoicing, and staff onboarding in a format anyone can actually use.
SPA Key Terms Checklist for Buying a Business in Australia
A clause-by-clause checklist for reviewing a Sale and Purchase Agreement when buying a business in Australia. 47 items covering price adjustments, warranties, restraint of trade, conditions precedent, and settlement mechanics.
Customer Concentration Risk Assessment: Free Scoring Framework for Australian Business Buyers
A practical scoring framework to assess customer concentration risk before buying a small business in Australia. Score your deal across revenue, contracts, relationships, and diversification — and know whether to walk or negotiate.
Financial Readiness Checklist for Buying a Business in Australia
A practical financial readiness checklist for Australians considering buying a small business. Covers capital requirements, borrowing capacity, total acquisition costs, cash reserves, and personal financial stress-testing before you commit.
Questions to Ask a Business Broker in Australia: The Buyer's Checklist
35 questions Australian business buyers should ask a broker — covering the listing, the seller, the financials, and the red flags brokers hope you won't notice. Free checklist.
What Type of Business Should I Buy in Australia? The Industry Selection Scorecard
A scoring framework to help Australian business buyers choose the right industry — compare 10 blue-collar sectors across 7 criteria including recurring revenue, licensing, and AI potential.
Deal Structure Comparison Framework: How to Structure Buying a Business in Australia
A practical framework for Australian business buyers to compare deal structure options — asset vs share sale, vendor finance, earn-outs, and bank debt — and choose the right structure for their situation. Free download.
AI Implementation Roadmap for Trades Businesses in Australia (Free Download)
A free 90-day AI implementation roadmap for Australian trades businesses — phased by week, with specific tool recommendations, staff communication scripts, and the quick wins that pay for the effort in the first month. Built for buyers who just acquired a plumbing, electrical, cleaning, landscaping, or similar business.
Settlement Day Checklist: Buying a Business in Australia (Free Download)
Don't leave settlement to chance. This free checklist covers every step — from pre-settlement finance confirmation through to post-settlement 48-hour actions — so nothing falls through on the day you take ownership.
Financial Red Flags Checklist: What to Look for When Buying a Business in Australia
A comprehensive financial red flags checklist for buying a business in Australia — 47 warning signs across revenue, costs, tax, cash flow, and balance sheet. Free download for Australian business buyers.
Industry Multiples Cheat Sheet: EBITDA Multiples for Buying a Business in Australia
A free reference guide to EBITDA multiples for buying a small business in Australia — by industry, with the factors that push multiples up or down. Built for buyers of trades and service businesses.
Am I Ready to Buy a Business in Australia? The Self-Assessment Checklist
A free self-assessment checklist for Australians considering buying a small business — 5 dimensions, 40 questions, and a scoring rubric that tells you where you're genuinely ready and where you've got work to do first.
Owner Dependency Scorecard: Assess Any Business Before You Buy (Free Download)
A free owner dependency scorecard for buying a business in Australia — 7 dimensions, 35-point scoring rubric, and a plain-English interpretation guide. Use it before you make an offer.
First 90 Days After Buying a Business: Action Plan Template (Free Download)
A free first 90 days action plan template for buying a business in Australia — covering staff, customers, cash flow, legal setup, process documentation, and AI implementation. Built for buyers of trades and service businesses.
Direct Outreach Email Templates: How to Approach a Business Owner About Buying Their Business
Five email templates for approaching business owners in Australia about a potential acquisition — cold outreach, follow-up, referral introductions, and the awkward-but-necessary second ask. Free to download.
Bank Lending Criteria Checklist: Buying a Business in Australia (Free Download)
A free checklist covering exactly what Australian banks require when lending to buy a business — serviceability, security, documents, and how to structure your application to get approved. Built for buyers of small service and trades businesses.
EBITDA Normalization Checklist for Buying a Business in Australia (Free Download)
A free EBITDA normalization checklist for buying a business in Australia — 40+ adjustment items across owner add-backs, one-off items, and trades-specific expenses. Built for buyers evaluating small service businesses.
Due Diligence Checklist for Buying a Business in Australia (Free Download)
A comprehensive due diligence checklist for buying a business in Australia — covering financials, legal, operations, staff, and trades-specific items. Built from 20+ years of PE deal experience. Free to download.
Letter of Intent Template: Buying a Business in Australia (Free Download)
A free letter of intent (LOI) template for buying a business in Australia — every clause a buyer needs, with plain-English notes on what's negotiable and what to watch out for. Built for service and trades business acquisitions.