Corporate Finance | M&A Templates
Looking to acquire a business?
These Corporate Finance Templates will help you articulate your offer to the seller. The Transaction Summary and Executive Summary Templates will help you present your transaction to your banker for financing. When you make it easy for your banker, you make it easy for them wrap their head around your transaction and to present it to Credit. You also come across professional. I’ve seen too many
Easy to use, these templates come in Word®, so if you can use Word®, you can use these templates.
| Corporate Finance Templates to help you get your transaction completed | |
| #1 – Indication of Interest Template – $17 | |
   |
Indication of Interest, or IOI, is used when first presented with an acquisition opportunity. Typically required by the seller’s broker or investment banker, it is used as a screening process to get to serious buyers. It is a unilateral agreement that presents an initial indication of purchase price and deal structure. |
| #2 – Letter of Intent Template – $27 | |
 |
Also know as the LOI, it is the next step in proceeding to completing an acquisition. The LOI is used to define the terms of your offer with the benefit of having completed some preliminary due diligence. It will have more meat than the Indication of Interest since the IOI will typically be provided without the benefit of management presentation or plant/facility tours. while not binding as a whole, there are certain provisions that you, as the acquirer will want to make binding. |
#3 – Form of Transaction Summary – $17 |
|
 |
The Transaction Summary is a quick way to gather your preliminary thoughts about a transaction and communicate them with your lenders, partners or prospective investors. If the Indication of Interest expresses your initial interest in a transaction with the seller, the Transaction Summary does the same thing with capital partners. Easy to read and format, the Transaction Summary gets right to the points of the transaction from 20,000 feet. |
| #4 – Form of Executive Summary – $37 | |
 |
The Executive Summary is a great document to use when you need to communicate your transaction with your banker or your institutional investor. Coming to the table with a well-prepared Executive Summary sets the stage for your funding request. Each section of this Executive Summary template prompts you with issues to address – it couldn’t be any easier. |
|
|||||||||||||||||||||||||
| Buy Through PayPal With Confidence!
When you click on the “Add to Cart” button a When you click the “Check Out With PayPal” Button,
|
|||||||||||||||||||||||||
| Any Questions?
If you have any questions that have not been adequately answered, All the best,
Nick
|
|||||||||||||||||||||||||
