Checklists & Guides · PDF
Business Acquisition Financing Checklist
Organize acquisition documents and a sources-and-uses worksheet.
What you enter
- Your transaction records and open questions
What you get
- A printable worksheet for your file
How to use it
- Download the PDF directly below. No email is required.
- Save a working copy, review the instructions and replace the example with your records.
- Check the results against your lender’s terms and retain a dated copy for the property.
Use the printable worksheet to organize your records and open questions. Confirm current requirements with the professionals handling your transaction.