Free Resources
Explore checklists and templates for reviewing opportunities and organizing business operations. Browse them online or download a copy. No email required.
Real Estate
A step-by-step review of a real estate deal before you commit, from property basics and underwriting through title, risk, and a final go or no-go call. Built for investors and operators who want a consistent process for every property they look at.
Business Acquisitions
A screening process for a small business you are thinking about buying, covering seller motivation, financials, operations, customers, legal items, structure, and red flags. Built for first-time and repeat buyers who want to decide quickly whether a business deserves full due diligence.
Operations
A fill-in standard operating procedure template with purpose, scope, roles, materials, numbered steps, quality checks, common mistakes, and revision history. Built for small business owners who want any team member to do a task the same way every time.
Operations
A one-page weekly scorecard for tracking revenue, leads, collections, churn, labor cost, and cash, with a week-over-week comparison and next week's top priorities. Built for small business owners who want a short weekly review instead of guessing how the business is doing.
Every resource is free to open, print, and download. No signup required.
Published article
September 30, 2026
Most people think deals start with capital. This one started with a fitting room. While working as a personal stylist at Bloomingdale's Glendale, I saw an opportunity to introduce Azat Mard to the store. The article tells the story and what the experience taught me about trust and recognizing a gap.
Read the full article