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Skip the guides — pressure-test the opportunity in about three minutes using Terry's Rule.
Guides & Templates
Terry's playbooks, due diligence checklists, and reference cards. Read each one online, or download the PDF for offline reference.
Seller Interview Playbook — 29 Questions Before You Make an Offer
The complete seller interview framework Terry uses before evaluating any business acquisition. 29 questions with coaching notes on what to listen for, a 13-point gate qualifier, and follow-up scripts by seller motivation type.
Business Acquisition Due Diligence Playbook — How to Run Your DD Period
The operational playbook for running due diligence on a business acquisition — not just what to ask for, but how to organize the entire process. Pre-start logistics, 11 categories with "what to know" and "what to request" for each, and a pro forma framework with conservative scenario modeling.
Deal Benchmarks Reference Card — Business Acquisition and Investment Property
One-page quick reference for all key deal metrics — SDE multiples by industry, DSCR thresholds, cap rate ranges by property type, cash-on-cash targets, break-even occupancy benchmarks, and BRRRR capital efficiency thresholds. Print it and keep it on your desk.
The Broker Bait Detector — 29 Questions to Ask Before You Make an Offer
Every spin phrase that appears in business listings, what each one is usually covering for, and the exact question to fire back. Includes math-based follow-ups and five questions that belong in every business acquisition conversation regardless of what the listing says.
BRRRR Feasibility Guide — Is This Deal Actually a BRRRR?
A structured 5-phase decision guide for evaluating BRRRR viability — acquisition math, rehab contingency, conservative ARV assumptions, refinance viability, stabilization timeline, and capital recycling efficiency. Includes Terry's 25% capital-trapped threshold rule.
Terry's 10-Point Acquisition Criteria Checklist — A Fast Screen for Any Business Opportunity
Before you spend weeks on a deal, run it through these 10 points. A fast, pre-due-diligence screen that tells you whether a specific business opportunity is worth your time — before you invest any of it.
Commercial Property Due Diligence Checklist
Complete verification protocol for commercial property acquisitions — Property Information, Tenant and Financial Information, and a 26-question Tenant Questionnaire that reveals what the numbers won't. Includes lease abstract guidance.
Multifamily and Apartment Due Diligence Checklist
32-question seller interview plus complete document checklist for multifamily acquisitions. Covers verbal promises to tenants, pet deposit ledgers, pending evictions, service contracts, utility structure, and move-out notices — the items most commonly missed.
Download Library
Free guides, calculators, and worksheets. Enter your email once to access all resources.
DSCR Calculator - Loan Qualification Tool
Calculate your Debt Service Coverage Ratio to see if your property qualifies
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Rental Property Cash Flow Calculator
Comprehensive analysis of rental property performance with DSCR, Cap Rate, and Cash-on-Cash return
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Bridge Loan Calculator
Calculate short-term financing costs and plan your exit strategy
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Cap Rate Calculator
Measure investment property returns and compare to market rates
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Cash-on-Cash Return Calculator
Calculate actual cash returns on your real estate investment
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Construction Draw Calculator
Plan your construction budget and draw schedule
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1031 Exchange Timeline Calculator
Track critical deadlines for your 1031 exchange
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Everything you need to know about financing investment properties
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100% Financing Strategies: Loan Stacking Explained
Learn how to combine loan products for maximum funding
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Fix & Flip Budget Calculator
Excel spreadsheet to estimate costs and profits
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DSCR Loan Quick Reference Guide
One-page overview of DSCR loan requirements
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Rehab Cost Estimator Worksheet
Detailed worksheet for renovation budgeting
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Investment Property Analysis Spreadsheet
Complete deal analyzer with ROI calculations
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- Hard Money vs Private Money (4 min)
- The 100% Financing Strategy (7 min)
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- Equipment Financing Process (4 min)
- SBA Loans: Is It Right for You? (6 min)
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Interactive Tools & Calculators
Financial calculators to help you make informed decisions
Loan Payment Calculator
Calculate monthly payments and total interest
ROI Calculator
Estimate return on investment for properties
DSCR Calculator
Calculate debt service coverage ratio
Loan Comparison Tool
Compare multiple loan scenarios side-by-side
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