Frequently Asked Questions

Everything you need to know about our templates and custom document services.

Can I see a sample before I buy?

Yes. Each product page includes a preview showing the structure, formatting, and content quality of the template or document type. For custom document services, we can share anonymized sample pages upon request. Email us at hello@one-close.com.

What industries do your templates cover?

Our templates are designed to work across all industries in the small business and lower middle market (generally $100K-$100M in enterprise value). The frameworks, financial models, and document structures are industry-agnostic. You’ll customize the content with your specific business details, but the professional structure works whether you’re in manufacturing, services, healthcare, technology, or any other sector.

What’s the difference between templates and custom document services?

Templates are professionally structured documents that you download and fill in yourself using our built-in instructions. Custom document services mean you submit your business details through our intake form, and we create the document from scratch based on your information. Custom documents are fully tailored to your deal, narratively polished, and ready to send to buyers, lenders, or investors without additional editing.

How does the custom document process work?

After purchase, you’ll be directed to an intake form specific to your service. Fill in your business details, upload any supporting documents (financials, company info, etc.), and submit. We’ll review your submission and deliver your completed document within 5 business days. Need it faster? Add our expedited turnaround option for delivery in 2 business days. One round of revisions is included with every order.

What if I need my document faster than 5 business days?

We offer an expedited turnaround add-on for $497 that guarantees your first draft within 2 business days. Add it to any custom document service at checkout.

What is your refund policy?

Due to the digital nature of our templates, all template sales are final once the file has been downloaded. We provide detailed preview images on every product page so you can see exactly what you’re getting before purchase. For custom document services, refunds are available before work begins (i.e., before you submit the intake form). Once your intake form has been submitted, the order is non-refundable. One round of revisions is included with every custom document order to ensure the final product meets your expectations.

How many revisions are included?

One round of revisions is included with every custom document order. Additional revision rounds are available at $197 each. Most clients find one round is sufficient since the intake form captures detailed information upfront.

What file formats do I receive?

Templates are delivered in editable formats (DOCX, XLSX, PPTX) so you can customize them in Microsoft Office or Google Workspace. Custom documents are delivered in both editable format and PDF.

Is my business information kept confidential?

Absolutely. All business information submitted through our intake forms is treated as strictly confidential. We do not share, publish, or reuse any client data. Documents are delivered directly to your email and are not stored after delivery.

Can I use these documents with my attorney or broker?

Yes, and we encourage it. Our documents are designed to give you a strong professional starting point. Your attorney should review any legally binding documents (LOIs, purchase agreements, etc.) before execution. Our templates and custom documents save you and your advisors significant time by providing a polished draft to work from.

Do you provide legal, financial, or valuation advice?

No. OneClose provides document creation and templates. We do not provide legal advice, financial advisory services, business valuations, or investment recommendations. Our valuation calculator and financial models are tools for your own analysis and should not be relied upon as professional valuations. Always consult qualified professionals for legal, tax, and financial advice specific to your situation.

Deal Studio (Subscription)

What is Deal Studio?

Deal Studio is our monthly subscription for buyers who want deals screened and modeled for them on an ongoing basis. You set your buy-box once, then send targets all month and get back decision-ready Deal Screening Reports, operating models, and lender-ready packages, every one built to your criteria. Think of it as a fractional analyst, at a fraction of the cost of a full-time hire.

How is Deal Studio different from your custom document services?

Custom document services are one-time, project-based deliverables. Deal Studio is an ongoing subscription: you send deals as you find them and we produce the analysis each month against your stored screening criteria. It is built for buyers evaluating deals continuously rather than ordering a single document.

Can I pause my subscription?

Yes. You can pause anytime, and while paused you will not be billed for the following month. Un-pause whenever you are ready and billing simply resumes. It is built for the natural ebb and flow of deal activity.

Can I upgrade or downgrade my plan?

You can upgrade at any time and the higher tier takes effect right away. Downgrades take effect at your next renewal, so you keep your current plan’s volume through the cycle you have already paid for.

Can I cancel anytime?

Monthly plans can be cancelled anytime. Annual prepay plans run for their 12-month term. You can manage, pause, or cancel your subscription anytime from the billing portal.

Do unused Deal Screening Reports roll over?

No. Each plan includes a set number of deliverables per month and the allotment resets at the start of each billing cycle, so unused reports do not carry over. If you regularly need more volume, the Bespoke tier offers pooled or unlimited deliverables.

How fast is turnaround?

Standard turnaround on a Deal Screening Report is 1-2 business days. The Buyer Package tier includes guaranteed next-business-day turnaround.

Do you offer refunds?

Because our products are digital and delivered instantly, all sales are final and all fees are non-refundable. For custom document services, we stand behind our work and include up to 2 rounds of revisions to make sure your document meets the specifications of your order. See our Terms of Service for details.

Still Have Questions?

We’re here to help. Reach out and we’ll get back to you within 1 business day.