Mergers & Acquisitions

Downloads

Downloads


Steps to Prepare Your Business for Sale

This includes potential action steps you can take to prepare your business for sale.

Download the checklist here: PDF | Google Sheet

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Return on Value Drivers Model (RVD)

The RVD Model is a worksheet that helps you identify and prioritize the action steps you can take that will have the greatest impact to improve the value of your business.

Download the template here: PDF | Google Sheet

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Potential Buyer List

This spreadsheet helps you create a list of potential buyers who may consider purchasing your company. This can include sources of information that can be used to prepare a buyer list – such as industry directories, publications, events, and so forth.

Download the template here: PDF | Google Sheet

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Due Diligence List

This is a sample due diligence list for a small to mid-sized business.

Download the template here: PDF | Google Sheet

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