Create a monthly close cadence and a CPA question list covering taxes, owner draws, payroll, debt, reserves, and reporting.
Video 18 min
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Key takeaways
Use the lesson as a screening framework, not a final decision.
Translate claims into evidence requests before committing time or money.
Bring qualified legal, tax, lending, and diligence advisors into real transactions.
Create a monthly close cadence and a CPA question list covering taxes, owner draws, payroll, debt, reserves, and reporting.
This lesson is educational only. SMB Market Deals is not a lender, broker, law firm, CPA firm, valuation firm, or investment advisor. Use qualified professionals before making legal, tax, lending, valuation, or acquisition decisions.