Buy the Platform, Build the Exit — The Field Guide (Fillable PDF)

Bring the platform decisions to the table.

The companion to Buy the Platform, Build the Exit is for the CEO, the leadership team and the sponsor working through the same decisions from different chairs. Forty-two worksheets put one instrument on each page, with Tolliver’s version filled in beside every blank.

Use the book’s sequence to put the work on paper: the thesis, the price, the receiving dock, the add-on gates, the one-company plan and the evidence for the sale. Start with your own statements and records. Mark what is known, what is assumed and what must be tested.

• Agree on the thesis and the no list before another deal enters the pipeline.
• Connect price, debt and operating work to the return the platform must deliver.
• Make integration capacity visible before committing to the next add-on.
• Give each gap an owner, a date and a decision for the next meeting.
• Compare the original underwriting with the results—including the misses.

Day Zero, Day One, the five seasons, the review master, five years from close to sale on one page and a facilitator’s guide for seven working sessions keep the work moving.

Tolliver Conveyor Products is an invented company, and its numbers are teaching illustrations, not benchmarks. Work the decisions together and check the arithmetic yourself. The guide is not legal, accounting, tax or investment advice.

Complete fillable PDF, 176 pages, with 2,375 fillable fields. After checkout, BookFunnel emails your download link. Save a copy before entering responses. No physical workbook is shipped. The main book is sold separately.