Tag: Templates


Portrait Of Female Executive Using Laptop With Office Meeting In Background

Start HERE

This overview provides a guide to the documents needed and the processes to follow when preparing to sell your business. For more detailed information...

agreeing on a letter of intent

Mutual Confidentiality Agreement

Each participant in the transaction needs to sign a mutual confidentiality agreement, also known as a non-disclosure agreement (NDA), to ensure that i...

valuation data

Business Summary

Like an executive summary, a business summary answers the key initial questions that potential buyers or capital providers will raise when considering...

Shot of two professional coworkers holding a tablet with graphs on it

Buyer/Capital Provider Tracking List

This checklist can be used by sellers and capital seekers to keep track of all potential buyers or capital providers and ensure that the parties are m...

selling a business

Due Diligence

The preliminary due diligence is a customary set of financial and operational statements that are sent to a potential buyer or capital provider before...

health care business

Letter of Intent Template

A buyer or capital provider will submit a formal offer to the seller or capital seeker, outlining the general terms of the agreement.  This will be t...

healthcare valuation

Capitalization Table

This multi-round capitalization table template contemplates several rounds of financing, from Series A to a liquidity event. The template allows you t...

selling a business

Financial Templates

Financial workbook with a balance sheet, income statement, ratio analysis and accounts receivable from a fictional organization. Download the file her...


Simple Share Buttons