Transaction Templates

BUYER TOOLKIT

Buyer’s Acquisition Toolkit

The complete document package for acquiring a small business. Built for SBA-financed and self-funded deals under $25M.

What’s inside:

• Letter of Intent (LOI) template
• Due diligence checklist (152 items, 10 categories)
• 10-tab financial analysis model
• Management interview guide (50+ questions)
• Deal screening scorecard
• Closing checklist with timeline
• Post-acquisition 90-day plan
• Buyer’s valuation framework

SELLER TOOLKIT

Seller’s Exit Toolkit

Everything you need to prepare your business for sale. Designed for owner-operators selling businesses valued at $1M-$25M.

What’s inside:

• Business valuation framework (guided)
• Pre-sale preparation checklist
• CIM outline and writing guide
• Financial presentation template (with charts)
• Buyer qualification questionnaire
• Negotiation preparation guide
• Transition planning template

BEST VALUE

Complete Deal Room

Both toolkits in one package, plus bonus materials. The most comprehensive self-serve transaction package available.

Includes everything in both toolkits, plus:

• Mutual NDA template
• Term sheet / indication of interest template
• Deal timeline tracker (Excel)

PPTX

CIM Template

A professional, presentation-ready Confidential Information Memorandum. A 34-slide institutional CIM deck (PowerPoint) with speaker notes throughout.

Covers: cover & disclaimer, company snapshot, transaction summary, team, financial snapshot, investment thesis, growth, business background, industry analysis, products, operations, strategic elements, financial overview, and appendix.

PPTX

Capital Raise Deck Template

An 18-slide investor presentation for equity raises in the lower middle market. Built to the structure capital allocators expect, with speaker notes on every slide.

Slides: the opportunity, investment strategy, thesis, market, business overview & model, competitive advantages, financials, value creation plan, transaction structure, use of proceeds, return projections with scenarios, risks & mitigants, team, and process.

DOCX + XLSX + PPTX

Lender Package Template

A complete SBA 7(a) / conventional lending package, structured the way lenders want to see it. Six documents plus an 18-slide SBA lender deck.

Includes: loan request memo, business plan outline, SBA-413-style personal financial statement, 3-year projection model with DSCR, collateral summary, SBA 7(a) document checklist, and a lender deck covering debt service coverage, collateral, repayment, stress analysis, and guarantor strength.

EXCEL TOOL

Seller’s Valuation Calculator

A guided, plain-English Excel tool to estimate what your business is worth. No finance background needed.

• Start Here guide
• Owner-earnings (SDE) normalization
• Quality scorecard that suggests your multiple
• Value range with suggested asking price
• Net-proceeds reality check
• Industry multiple reference

EXCEL TOOL

Buyer’s Valuation Calculator

A guided Excel tool that tells you the most you should pay for a target and still hit your required return.

• Works backwards from growth, margin, savings, financing, and return assumptions
• Solves for a disciplined maximum purchase price
• Price-vs-return sensitivity table
• Supports a set hold period or an indefinite (never-sell) hold
• Cash-yield and payback metrics

EXCEL

Seller Readiness Scorecard

Score how ready your business is to sell across 20 factors in four areas, with live scoring and next steps.

• 20 self-assessment items across Financial, Operational, Legal/Risk, and Exit/Market readiness
• Live scoring in Excel
• A “what good looks like” tip on every item
• Readiness level with clear next steps

EXCEL

Deal Screening Checklist

Screen any acquisition target across 24 factors before you spend real time or money. The framework PE firms use to rank opportunities.

• 24 factors across Financial Health, Customer/Revenue Quality, Operations, Market & Competition, Management & Transition, and Deal & Valuation
• Live scoring in Excel
• A “why it matters” note on every factor
• Pursue / pass verdict