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M&A Resource Vault

Your private deal intelligence platform

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31 private spreadsheet tools to source, evaluate, structure, close and onboard deals — secured in your private vault, accessible only to you.

What's Inside

Your complete M&A operating system,
built for execution

Module 1

Deal Hunt

01
Industry Sourcing Map
Structured overview of where businesses exist and how to find them — directories, communities, events, media, and geographic clusters by industry.
Sourcing
02
Source Keyword Library
Search queries and sourcing prompts designed for Google Maps, directories, marketplaces, and community discovery across platforms.
Sourcing
03
Deal Intake Database
Central database to track businesses, agencies, newsletters, communities, YouTube channels, and every ecosystem asset you discover.
Pipeline
04
Owner Intent Signals
Identify when owners may be open to selling — retirement signals, burnout, outdated systems, succession gaps, and weak monetization indicators.
Intelligence
05
Community Asset Tracker
Evaluate non-traditional targets — newsletters, Facebook groups, event communities, creator ecosystems, and membership platforms.
Sourcing
06
CRM Export for GHL
Export your pipeline into your CRM with pipeline stages, tags, assigned team members, next actions, and follow-up dates.
Pipeline

Module 2

Pass / Pursue

07
First Pass Filter
Qualify or disqualify any deal in under 60 seconds using a structured scoring framework that removes emotion from the decision.
Evaluation
08
Deal Qualification Scorecard
Score deals across revenue quality, margins, growth, owner dependency, team quality, and deal complexity to produce a clear verdict.
Evaluation
09
Growth Partner Evaluation
Evaluate business owners exploring growth partnerships, minority acquisitions, majority acquisitions, or full exits.
Evaluation

Module 3

Terms on the Table

10
Capital Stack Framework
Design the capital structure for your deal — senior debt, seller financing, equity rollover, earnouts, and mezzanine layers.
Structuring
11
Top 30 Playbook
The top 30 acquisition structuring strategies — SBA-based, seller financing heavy, earnout-based, equity partnerships, and creative hybrids.
Structuring
12
Scenario Map & Offer Builder
Model different deal scenarios and draft your acquisition offer structure before moving to LOI — with strategy library and funding strategies.
Structuring

Module 4

Under the Hood

13
Due Diligence Tracker
Track every financial, legal, and operational diligence item from LOI to closing. Assign responsibility, set deadlines, and flag risks.
Diligence
14
Deal Evaluation
Deep financial and operational analysis — revenue, margins, growth, customer concentration, owner dependency, and investment recommendation.
Diligence

Module 5

To the Finish Line

15
Outreach Tracker
Manage every seller and broker conversation — log touches, track responses, and move prospects through your outreach pipeline.
Outreach
16
Closing Tracker
Manage the final mile — coordinate lawyers, lenders, and advisors while tracking every condition to close.
Closing
17
Live Market Signals
Track real-time market signals, valuation shifts, seller sentiment, financing changes, and emerging opportunities across industries.
Intelligence

Module 6

Day Zero → Day 90 Onboarding

18
Company Foundation
Capture the core identity of any company you onboard — legal info, mission, vision, values, and primary contact details.
Onboarding
19
Digital Footprint Audit
Map the company's full online presence — website, social media, email, newsletter, and identify quick wins for the first 30 days.
Onboarding
20
Weekly Sprint Tracker
Track 13 weeks of execution sprints — goals, completed tasks, blockers, KPIs, and owner feedback across the full 90-day onboarding.
Onboarding

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Deal Flow

Have a deal to submit?

If you've had a real conversation with a business owner who is exploring growth, partnership, or an exit — submit it to MergeWorks. Our team reviews every qualified submission and will reach out if it aligns with our acquisition or partnership criteria.

Submit a Deal

Open to all — you don't need a vault membership to submit a deal.
We review every qualified submission within 48 hours.

Your data. Your vault. Your edge.

Every entry you make is secured exclusively to your account. No other member can see your deals, your pipeline or your strategy. Your vault is yours alone — and it stays that way.

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