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Free Deal Checkpoint

Where should you look before the LOI?

Answer six questions about your search and your latest deal. You get a short, plain readout straight away. No account and no card.

Please do not paste anything from a CIM or any other document covered by an NDA. Use your own words. There are no uploads on this page.

1. Where are you right now?
2. How many CIMs or teasers have you reviewed in the last 90 days?
3. On the last deal you looked at, how many add-backs could you match to a document?
4. Do you know the working capital peg you would put in your LOI?
5. Is SBA financing open to every owner in your deal?

Optional. A sentence or two in your own words. No figures or names from a CIM.