Downloadable Resources
Access worksheets, templates, and checklists to support your learning journey.
Core Worksheets
📝
Taking Inventory Worksheet
Identify what you have to trade for equity
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📋
90-Day Roadmap
Complete action plan for your equity journey
Download PDF
✅
Master Checklists
All action items and checklists in one document
Download PDF
Play-by-Play Checklists
1️⃣
Play 1 Checklist
Establishing Your Dealmaker Identity
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2️⃣
Play 2 Checklist
Defining Your Buy Box
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3️⃣
Play 3 Checklist
Eight Strategies for Equity Deals
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4️⃣
Play 4 Checklist
Taking Inventory of Your Value
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5️⃣
Play 5 Checklist
Mastering Discovery Sessions
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🔟
All Checklists
Complete set of all 10 plays
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Export Your Progress
Download your notes and progress for offline reference.