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AceTheSBA
Template

Acquisition Due Diligence & Transition Plan

A lender financing a business purchase reviews the seller’s financial statements, the purchase agreement, the valuation and how the business will be run after closing. This product gives you a due diligence checklist built around those requirements, the SBA rules on the seller’s role after closing, and a transition plan template with a completed example.

What’s included

  • Buyer due diligence checklist and progress tracker
  • Seller documents lenders require
  • Transition plan template and example
  • Guide

Every AceTheSBA product comes with

  • Step-by-step instructions for every section
  • A completed example for a fictional business
  • References to the SBA rule each part applies
  • Editable Word, Excel or PowerPoint files
  • A version showing the SBA rules it follows (SOP 50 10 8.1)
  • Documents for your lender kept free of AceTheSBA branding

Get this template in a kit

The Acquisition Due Diligence & Transition Plan is also included in this kit. Buy a kit instead and you get it together with the other templates for that loan program, for less than buying them one by one.

Kit Available now $169.00

Business Acquisition Kit

For buying a business with SBA financing under SOP 50 10 8.1.

Includes this template + 14 more · $349.00 if bought separately

Word / Google Docs · Excel / Google Sheets · PDF
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