For Buyers · Off-Market Access
Buyers who walk in pre-qualified see confidential and off-market opportunities before they ever hit BizBuySell. The checklist is what Legacy uses to qualify the buyer pool — most owners save themselves twelve months of scrolling.
eleven items, in the order Legacy qualifies buyers.
- Acquisition criteria sheet — industry, deal size, geography, timeline
- Proof-of-funds documentation outline (personal + entity)
- SBA 7(a) pre-qualification checklist + lender shortlist
- Operator-readiness self-assessment (own vs replacement)
- Confidentiality agreement framework
- Customer-concentration risk matrix (what's an acceptable %)
- Lease and licensing transferability checklist (Texas-specific)
- Three-year financial diligence template
- Letter of intent (LOI) structure guide
- Transition employment continuity plan
- Closing-day playbook (escrow, holdback, transition support)
qualified buyers see opportunities first.
Tell us what you're looking for. Randy or Jim will hand-deliver the checklist with a fifteen-minute call to map your acquisition path — and add you to the confidential opportunity list when criteria match.