1. Personal Assessment

 a. Personal Lifestyle Objectives

 b. Personal Financial Objectives

 c. Desirable Industries

 d. Financial Ability to Buy

 e. Actions & Timetable

2. Preparation of Profile and Intermediary Documents

3. Financing Options

4. Initiate Search Programs

 a. Exclusive Sellers

 b. House Listings

 c. Databases

 d. Off-Market Opportunities

5. Identify Potential Targets

 a. Basic Assessment

 b. Detailed Assessment

 i. Financials

 ii. Associated materials

 iii. Conference calls

 iv. Showings

6. Select Target Acquisition(s)

 a. Perform Business Appraisal I, II, III

 b. Discuss Offer and Purchase options

 c. Write Offer to Purchase with contingencies

 d. Present Offer

 e. Negotiate Offer to Contract

7. Post-contract

 a. Create Action List