M&A Templates & Checklists
Professional templates for buying or selling a business. Download for free - just enter your email to receive the file.
Letter of Intent (LOI) Template
Professional LOI template for business acquisition negotiations.
Mutual Non-Disclosure Agreement (NDA)
Protect sensitive business information during M&A discussions.
Due Diligence Checklist
Complete checklist for vetting an acquisition target.
Seller Preparation Checklist
Prepare your business for sale and maximize value.
SDE Add-Back Worksheet
Calculate your true SDE with proper add-backs.
For Buyers
Whether you're making your first acquisition or building a portfolio, these templates help you move professionally and protect your interests.
Letter of Intent (LOI) Template
Professional LOI template for business acquisition negotiations.
Mutual Non-Disclosure Agreement (NDA)
Protect sensitive business information during M&A discussions.
Due Diligence Checklist
Complete checklist for vetting an acquisition target.
For Sellers
Preparing to sell your business? These templates help you present professionally, maximize your valuation, and navigate the sale process.
Mutual Non-Disclosure Agreement (NDA)
Protect sensitive business information during M&A discussions.
Seller Preparation Checklist
Prepare your business for sale and maximize value.
SDE Add-Back Worksheet
Calculate your true SDE with proper add-backs.
Need Help With Your Transaction?
Templates are a great start, but every deal is unique. Our team can help you navigate the complexities of buying or selling a business.