Complete Deal Playbook

"8 months trying to figure this out alone. This gave me the knowledge and confidence to move forward. This week I'm making an offer on a business." — Reuben, New Business Buyer

You're about to make one of the biggest financial decisions of your life. Most people go into it relying entirely on advisors and brokers — people who know the process inside out and charge accordingly for doing it for you. This playbook gives you what they never will. The full process, clearly explained, so you can lead your own transaction with confidence — using advisors wisely, not blindly.

It walks through the entire transaction process step by step — from early thinking through financial review, valuation, due diligence, legal documentation and settlement. Written from real transactions — the ones that worked, and the ones that taught the most.

What you'll learn:

• What a great deal actually looks like for you — and how to define it before you start
• The full transaction process step by step — from early discussions and NDAs through commercial review, valuation, due diligence, legal documentation and settlement
• How to value a business practically — and how deal structure (share vs asset sale, earn-outs, working capital) affects what you actually pay
• How to present an offer properly — letters of intent, exclusivity, and what to include
• Due diligence done right — what actually matters and what's a waste of time
• Legal documentation and completion mechanics — what to focus on and how to manage costs
• Plain-English explanations of the jargon you'll hear from accountants, lawyers and brokers throughout the process

"This gave me the confidence to take ownership of the process — using advisors intentionally, not being pulled along blindly." — Hannah, Business Owner and Business Buyer

Who this is for:

• Individuals considering buying a small or medium-sized business
• Business owners preparing for a future sale
• Entrepreneurs who want to understand the transaction process properly

This is for people who want to lead their own transaction intelligently — while bringing in lawyers, accountants and other professionals where appropriate.

"Far out — I'm only part way through and it's outstanding." — Business owner with experience buying and selling multiple small businesses

By Jaimee Hart — Chartered Accountant (CA ANZ) and CFO with 15 years of business acquisition experience across KPMG, Grant Thornton and high-growth companies.

The goal isn't just to complete a transaction. It's to understand the process, make better decisions, and stay in control from start to finish.