BizAcquir · Practical worksheets
Record what you checked, what remains uncertain and the decision it affects. Ask for permitted evidence before a formal commitment.
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Business reference: ____________________ Prepared on: __________ Period / currency: ____________________
| Area | Evidence / question | Period or date | Finding / exception | Next action / owner |
|---|---|---|---|---|
| Financials | Reconcile net sales, receipts, refunds and expenses; use matching dates and currencies. | |||
| Traffic | Compare channel and landing-page history; identify paid dependence and branded-search reliance. | |||
| Customers | Repeat-order cohorts, discounts, returns and concentration; aggregated data first. | |||
| Suppliers | Confirm lead times, minimum orders, exclusivity and ability to continue the relationship. | |||
| Inventory | Dated physical count, ownership, unit cost, age, damage and reserved stock. | |||
| Apps | Purpose, monthly cost, contract owner, export options and transfer conditions. | |||
| Ownership | Seller authority over store, brand, content, domain and included contracts. | |||
| Obligations | Unfulfilled orders, returns, gift cards, prepaid subscriptions and finance restrictions. | |||
| Handover | Named responsibilities, tests, dates, unresolved conditions and acceptance criteria. |
Keep completed copies private. Do not put passwords, customer lists or personal documents in this worksheet. Blank fields mean not yet checked, not zero or approved.
Preparation aid, not a contract or a valuation. Record agreed treatment in your transaction documents. Updated 25 October 2026.