Grocery Store Business Broker · HedgeStone Business Advisors · Jason Taken

Downloadable grocery deal guides

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Last updated 2026-09-03

Working papers and a calculator used for grocery deal research.
Generated illustration for this page. Not a listed store and not a photograph of a specific owner.

Print these. Write on them. Bring the marked copy to the intro. Grocery Store Business Broker does not hide the files behind a form.

For sellers

Confidential Seller Playbook (PDF) — recast order of operations, confidentiality rules, the file buyers open, and the license calendar. Three pages.

If you are exiting, also read the seller hub and how to sell confidentially.

For buyers

Buyer Underwriting Workbook (PDF) — sales proof, shrink, rent, DSCR, and cash-to-close that is not the headline price. Three pages.

Then use the buyer hub and the SBA 7(a) guide.

For both sides of the table

SDE Valuation Worksheet (PDF) — add-backs, inventory at cost, and a multiple band you can defend. Two pages. Pair it with the valuation pillar and the in-browser calculator.

Closing & License Checklist (PDF) — LOI conditions, SNAP re-application, alcohol, count night, tax clearance, first 30 days. Two pages. Pair it with how a sale works.

How to use a worksheet on the call

  1. Circle the lines you cannot fill.
  2. Write the weekly sales you actually believe.
  3. Book the intro call. Jason Taken will recast from your paper, not from a neighbor’s rumor.

These files cite FMI channel facts and BizBuySell’s published grocery multiples where they speak. They do not invent a local sold-comp or a SNAP retailer count.

GuideWhoJob
Seller playbookOwnerQuiet process and a file
Buyer workbookAcquirerUnderwrite before you tour
SDE worksheetBothSame language for price
Close checklistBothLicenses and the count

When a page is marked, book the intro and bring it to the call.

Worked math for Downloadable grocery deal guides

These figures are a teaching walk-through for Downloadable grocery deal guides, not a quote and not a sold comp. Order of operations: weekly sales, recast SDE, inventory at cost, then a multiple band.

Input or output Illustrative figure
Weekly sales (illustrative) $78,000
Annual sales $4,056,000
Recast SDE $125,736 (3.1% of sales)
Inventory at cost $225,333 (~18 turns)
Occupancy check $89,232 / year (2.2% of sales)
Low going-concern $476,805 at 2.00x SDE + inventory
High going-concern $621,401 at 3.15x SDE + inventory
Sketch DSCR on a note 1.31

If weekly sales or shrink move 8 percent, the SDE and the note move with them. That is why Jason Taken starts with scan data and the lease, not with a neighbor's rumor multiple.

Book the intro call with your side of the table ready: seller files or buyer capital. The calendar is the only next step.

Download the worksheets, then book the call

Print these, mark them up, and bring the marked copy to the intro. They are educational. They are not a valuation letter and not a listing. All downloadable guides.

Book the call after you mark up a worksheet

What to bring to the call

Have the file ready so the hour is a recast, not a scavenger hunt. Then pick a time.

Book the intro call

Get a specialist on the other side of the table

Grocery deals turn on licenses, inventory, and a recast a lender will believe. Book the intro and bring the file.

Book an Intro Call With Jason Taken

Frequently asked questions about Downloadable grocery deal guides

Are these appraisals?

No. Teaching worksheets. A recast of your file happens on the call.

Do I have to download before I book?

No. The call is the next step. The PDFs make the hour useful.

Do you collect my email for the PDF?

No. They are static files with no email gate. Download, mark them up, then book.

Can I send these to my CPA?

Yes. Bring the marked copy to the intro.

Start a confidential grocery conversation

Whether you are exiting or acquiring, pick a time and we will talk through the file.

Book an Intro Call With Jason Taken

Sources

  1. FMI Food Industry Facts — FMI — The Food Industry Association, accessed 2026-09-03.
  2. BizBuySell grocery/supermarket valuation benchmarks — BizBuySell, accessed 2026-09-03.
  3. USDA FNS SNAP retailer permit / ownership-change rule — USDA Food and Nutrition Service, accessed 2026-09-03.
  4. SBA 7(a) loans — U.S. Small Business Administration, accessed 2026-09-03.
  5. WHD Consolidated Minimum Wage Table — U.S. Department of Labor, accessed 2026-09-03.

This page is educational information from Grocery Store Business Broker (HedgeStone Business Advisors). It is not legal, tax, or investment advice. Licensing, tax, and financing rules vary by state and deal. Confirm every item with counsel and your lender before you sign.

Ready when you are. Jason Taken will talk through the file.

Book a confidential intro