Acquisition Roadmap

From "I want to buy a business" to keys in hand.

A complete step-by-step guide for buying your first business in the $100K–$1M range. 6 phases, 26 steps, everything in order.

6
Phases
26
Steps
61
Avg. days to close
1
Prepare: Know What You Can Buy
Before you look at a single listing — get your numbers right.

Calculate your acquisition budget

Your budget = deployable capital × 5 (SBA lets you put 10% down on a 90% loan). If you have $50K in savings and $30K is deployable, you can buy up to $300K with SBA. Run the math before you fall in love with a listing.

Know your DSCR before you apply

Lenders require 1.25x debt service coverage. That means the business must generate $1.25 for every $1.00 of loan payment. If it doesn't, you won't get the loan regardless of your credit score.

Formula: Annual SDE ÷ Annual Loan Payments ≥ 1.25

Define your acquisition criteria

Write down: business types you'll look at, types you won't, minimum profit, max asking price, remote vs. local, owner-operated vs. staff-run. Be specific. Vague criteria lead to distracted searching and time wasted on bad deals.

Get SBA pre-qualified (optional but powerful)

A pre-qualification letter from an SBA lender signals to sellers you're serious and can close. Many preferred lender program (PLP) lenders pre-qualify in 48 hours. Use this as a competitive edge when submitting LOIs.

Who to call: Live Oak Bank, Huntington, ReadyCap — all PLP lenders who know online businesses.
2
Search: Find Deals Before Everyone Else
Speed wins. The best deals get 10+ LOIs in 72 hours.

Set up Deal Alert AI morning brief

Every weekday at 7am, get the top 5 AI-scored deals from Empire Flippers, Flippa, Acquire.com, and Quiet Light. Each deal pre-analyzed before you even open your laptop.

Search the main marketplaces directly

Empire Flippers (revenue-verified, curated), Quiet Light (premium $500K+), Flippa (high volume, lower verification), Acquire.com (SaaS focused), BizBuySell (local/main street).

Avoid: Listings with no P&L backup, no revenue verification, or "seller financing only" on a business over $400K asking — often means SBA-unbankable.

Search off-market

70% of businesses are sold before they're listed. Use direct outreach to owners of businesses in your niche. A short, direct email beats cold calls every time.

3
Analyze: Score It Before You Fall in Love
Emotion closes bad deals. Data closes good ones.

Run the Deal Analyzer

Paste the deal metrics — asking price, monthly profit, age, traffic source, niche. Get an AI score 0–100, revenue quality rating, multiple fairness check, and a clear verdict. Takes 30 seconds.

Rule: Score 80+ = strong buy. Score 65–79 = proceed with caution. Score below 65 = skip unless you see something the model doesn't.

Check the multiple against current market

Content sites: 30–40x monthly profit. SaaS: 3–6x ARR. Ecommerce/FBA: 2.5–4x SDE. Service businesses: 2–3x SDE. Any listing above these ranges needs a clear reason — growth trajectory, strategic value, or proprietary tech.

Review the financials independently

Request the last 3 years of P&Ls and tax returns. Cross-reference top-line revenue against payment processor statements (Stripe, PayPal). Revenue that doesn't match is a deal-killer — pull out immediately.

Red flag: "Adjusted EBITDA" or "add-backs" that represent more than 25% of reported profit. Every seller adds back their salary, but adding back "lost sales opportunities" is fabricated.
4
Offer: Submit an LOI That Gets Accepted
The LOI wins deals. This is where most buyers lose.

Draft your LOI using a professional template

A professional LOI with real legal language signals you're serious. Sellers accept LOIs from buyers who look like they can actually close — not from someone who emailed "I'm interested, what's your best price?"

Price the offer correctly

If the deal analyzer shows fair value, offer at ask or slightly below with a strong cover letter. If it's overpriced by 10–20%, offer with data: "Based on current multiples for this type of business, I'm proposing $X." Back it up, don't just lowball.

Request 30-day exclusivity

Your LOI should include a 30-day exclusive due diligence period. Without it, the seller can keep showing the business and you waste your due diligence effort if they accept another offer while you're working.

Ask for seller training and transition support

Include 60–90 days of seller training in the LOI. This protects you from key-man risk and keeps the seller incentivized to transition cleanly. Standard on all SBA deals.

5
Due Diligence: Verify Everything
Trust but verify. Most deals that fall apart, fall apart here — for good reason.

Verify revenue against original sources

Don't accept screenshots. Ask for read-only access to Stripe, PayPal, Shopify, or Google Analytics. Revenue that checks out on original sources is real. Revenue that only exists in a spreadsheet is not.

Customer concentration check

If more than 20% of revenue comes from one customer, that's a risk you must price in or walk away. Losing one customer should not threaten business survival.

Instant deal-killer: One customer = 50%+ of revenue with no contract, or SaaS with 80%+ churn year-over-year.

Run the 78-question due diligence checklist

Legal history, IP ownership, team retention, tech dependencies, vendor contracts, key-man risk, regulatory exposure — systematically reviewed.

Submit your SBA package while in exclusivity

Start SBA paperwork the day you get exclusivity — don't wait. 42-item package, organized for lenders. Get a decision while you're still in due diligence. Parallel-path your close.

6
Close: Sign, Fund, and Take Over
The last 10 days feel like 10 months. Stay close to the deal.

Hire a quality of earnings (QoE) firm

For any deal over $300K, spend $2,500–$5,000 on a QoE audit. An accountant independently verifies revenue, profit, and add-backs. This is cheap insurance — many buyers have avoided $200K mistakes here.

Negotiate the asset purchase agreement (APA)

Use an M&A attorney for the APA — not a general practice lawyer. Budget $2,000–$5,000. The APA defines exactly what you're buying, what's excluded, representations and warranties, and post-close adjustments.

Key clause: Working capital peg — protects you if the seller drains cash or inventory before close.

Close escrow, fund the loan, transfer assets

SBA closing: wire down payment to escrow → lender funds → seller signs over domain, code, customer list, social accounts, trademarks. Get everything in writing. Change passwords the day of close.

Day-one operating checklist

Transfer: domain registrar, hosting, email, payment processor, supplier accounts, ad accounts, social accounts. Send a "new ownership" announcement to customers. Schedule week-1 calls with key team or contractor.

Realistic timeline

Prepare
1–2 wks
Search
2–6 wks
Analyze
1–2 wks
Offer + DD
3–5 wks
SBA Close
4–6 wks
Keys
Day 1
Week 1 Weeks 2–8 Weeks 9–10 Weeks 11–15 Weeks 16–21

Start with the right deal.
Everything else follows.

The roadmap is the strategy. Deal Alert AI is the unfair advantage — AI-scored deals at 7am so you're always the first offer in.

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