What is inside
Everything you need to go from a first conversation to a signed letter of intent and a structured diligence process.
- Letter of Intent: Purchase of Assets (Word). Buyer-favourable terms, price allocation schedule, employee and non-compete provisions, and drafting notes on each choice.
- Letter of Intent: Purchase of Shares (Word). Deposit, EBITDA and working-capital price adjustments, holdbacks, conduct-of-business covenants and exclusivity.
- Due Diligence Request List (Excel). 107 requests in 12 sections. Switch between share and asset deals, send requests in waves, and track status and findings with a built-in progress tab.
- Buyer's Guide (Word, 4 pages). Asset versus share purchase, ten decisions to settle before you send an LOI, red flags in diligence, and drafting points to check with your lawyer.
Who it is for
Searchers and first-time acquirers
Owner-operators buying a small or mid-sized business who want a structured process without starting from a blank page.
Owners buying a competitor or supplier
A practical starting point before your lawyer and accountant take over.
Advisors and junior deal staff
A consistent request list and LOI structure you can reuse across deals.
Questions
Is this legal advice?
No. These are templates for general information. Have a qualified lawyer in your province and your accountant review them before you send or sign anything.
Are the letters binding?
Mostly not. Each letter states which provisions are binding (such as confidentiality and exclusivity) and which are statements of intent. Your lawyer should confirm this for your deal.
Is it for sellers?
No, it is written for buyers. Sellers should see the Seller's Toolkit and the free Seller Due Diligence Checklist.
Need an expert read on a target's earnings?
See our Pre-QoE Deal Risk Scan or book a call.
How do I receive it?
Right after payment you are taken to a download page. Stripe also emails a receipt.