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The First Deal
Playbook

17 pages. The complete framework for finding, valuing, and closing your first business acquisition — without a broker taking 10% of the deal.

17-page PDF 47-item DD checklist LOI template language

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DealFlow OS

The First Deal

Playbook

How to find, value, and close your
first business acquisition

01Finding Off-Market Deals
02Building Your Buyer Profile
03Valuation Frameworks
04Structuring the Offer
05LOI Best Practices
06Due Diligence Checklist
07Closing & Transition

17

pages

47

DD items

Free

always

4,200+

entrepreneurs downloaded

$1M–$5M

target deal range

47

due diligence items

Free

always, no paywall

What's inside

7 chapters. Every stage of the deal.

01

Finding Off-Market Deals

The direct outreach system that puts you in front of owners before they list.

02

The Buyer One-Pager

How to present yourself as a credible buyer even before your first acquisition.

03

Valuation Math

SDE, multiples, and the walk-away price formula — explained in plain English.

04

Structuring the Offer

Cash vs. SBA vs. seller financing vs. earnouts — when to use each.

05

The LOI

What goes in it, what stays out, and what language signals you're a serious buyer.

06

Due Diligence Checklist

47 items across financials, operations, legal, and employees. Print it and use it.

07

Closing & Transition

The 30-day post-close playbook for keeping key employees and customers.

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What readers say

"

I read three books on buying a business. This 17-page PDF had more practical, actionable information than all of them combined.

Marcus T.

Closed a $1.4M landscaping acquisition

"

The due diligence checklist alone was worth downloading. Found two undisclosed liabilities before closing that changed my offer price.

Priya K.

SMB buyer, healthcare services vertical

"

I was about to sign an LOI with earnout language that my attorney later told me would have been a disaster. The LOI chapter made me rethink the entire structure.

David R.

First-time acquirer, B2B services

R

About the author

Roy Redd

Founder of DealFlow OS. I've been in the acquisition entrepreneur trenches — the 6-month searches, the broken deals, the LOIs that fell apart, and the ones that closed. The playbook is what I wish I had when I started.

DealFlow OS is the platform I built to give every acquisition entrepreneur the tools that used to require a $10K/month advisory retainer.

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