🎁 Avoid Financial Pitfalls in 2025 (and a Gift For You)

Hey, it’s David.

As the year winds down, I want to take a moment to Thank You for being part of this community. Your trust and engagement mean a lot to me, and I’m committed to bringing you resources that truly make an impact.

That’s why I’m excited to share a resource I’ve created for first-time business buyers, or anyone looking to sharpen their dealmaking approach.

Introducing the First-Time Business Buyer Blueprint:

This workbook was designed to help you spot and address 10 common challenges that buyers often face in business acquisitions. These aren’t abstract ideas, they’re real issues that can crop up during due diligence and negotiation, and I’ve laid out practical steps to tackle them effectively.

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Here’s a preview of what’s inside of the First Time Business Buyer Blueprint:

1. Inventory Management: Learn how to detect intentional reductions in inventory that could affect your deal.

2. Accounts Receivable Risks: Avoid overpaying by identifying uncollectible debts and adjusting the sale price accordingly.

3. Hidden Liabilities: From tax disputes to employee benefits, get strategies to uncover liabilities that could impact your post-sale financials.

4. Revenue and Expense Red Flags: Understand how deferred revenue and underreported maintenance costs can signal future risks.

Each section is actionable and focused on helping you ask the right questions and set the right safeguards to protect your investment.

No opt-ins. No hidden costs. Just my way of giving back and helping you navigate the challenges of dealmaking with clarity and confidence.

Why This Matters

Acquisitions are full of complexities, and mistakes can be expensive, both financially and emotionally. This workbook is a straightforward guide to help you:

• Avoid common pitfalls that many first-time buyers miss.

• Build confidence by knowing what to look for and how to respond.

• Save time and reduce stress with a proactive approach to due diligence.

Let’s make 2025 a year of informed decisions and smarter deals.

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Happy Holidays,
David