Every year, thousands of profitable businesses close because the owner retires without a buyer. Buying Legacies teaches you how to find, screen, value and structure the acquisition of one — and gives you the documents and the model to actually do it.
Training & documents — one-time. Due Diligence Model — simple monthly plans.
Most buyers stall for the same reason: they can learn theory anywhere, but nobody hands them the working documents and the numbers. This does both.
A structured course that takes you from zero to deal-ready — built for first-time buyers, not private equity analysts.
Your account-based deal workspace: structured due diligence that feeds directly into an educational, risk-adjusted valuation.
Every template you need from first contact to LOI — professionally structured, plain-English annotated, fully editable.
Six modules, in the order a real acquisition actually happens. Watch, then do — every module ends with an action that moves your search forward.
Professional valuations and accountant reviews make sense once a deal is serious. This model is for everything before that: killing bad deals fast, and understanding what a fair, risk-adjusted price looks like when a good one appears. Educational and personal use — it informs your judgment, it never replaces professional advice.
Every template is fully editable Word format, annotated in plain English so you understand what each clause does before your lawyer polishes the final version.
Protects both sides in early conversations. Broker-process and direct-to-seller variants.
A one-page IOI to signal seriousness and secure access to detailed financials.
Asset-purchase LOI with price, structure, exclusivity and conditions — every clause annotated.
Phased document request list: what to ask for at LOI, and what waits for exclusivity.
Standard vendor take-back terms: rate, amortization, standby and offset language.
Broker intro scripts, direct-outreach letters and a pipeline tracker to run your search.
The Due Diligence Model is a monthly subscription — pick the depth you need. Training and the Document Kit stay one-time purchases below.
Need more room? +5 projects for $15/mo on any plan. Annual billing: 2 months free. Cancel anytime — your project exports are always yours.
30-day guarantee on one-time products. Subscriptions: cancel anytime, no questions.
Yes — for the final stretch. The model and training replace the money you'd burn getting professional opinions on deals that were never going to work. Once a deal survives your screen and a signed LOI, you bring in professionals for confirmatory diligence and legal drafting, focused and far cheaper.
No — and it says so on every output. The model follows recognized professional valuation practice as closely as a self-serve tool can, blending earnings, market and asset perspectives and adjusting for company-specific risk. But it's built for education and personal screening only: it cannot be used to justify a price, as an authority in negotiations, or for any legal, financing, tax or deal purpose. When a deal gets serious, engage a qualified valuation professional — you'll walk in understanding their report far better.
Calculations run in your browser — the figures you type aren't sent anywhere for processing. Your saved projects live in your account so you can pick them up on any device, and you can export any project as a file at any time. Cancel whenever you like; your exports remain yours.
It's built exactly for you. The training assumes no M&A background and every template is annotated in plain English. The order of the modules is the order of a real acquisition, so you always know what comes next.
Main-street and lower-mid-market deals — roughly $200k to $5M in purchase price, where SDE and simple multiple methods are the market standard and buyers do their own screening.
They're professional starting points, not legal advice. NDAs and IOIs are commonly used as-is; the LOI and note term sheet should get a pass from your lawyer before signing — which is fast and inexpensive when they're reviewing a solid draft instead of writing from zero.