Every document you need to take a deal from mandate to close — each is a real fill-in .docx you can download and edit, with the lesson that teaches it. Download all 20 (.zip) →
Engagement Day 2
Listing / Engagement Agreement
Exclusive right-to-sell mandate — defines your economics and protects your fee.
Key sections · 7
- Parties, business & term
- Scope of engagement
- Commission (Double Lehman) & minimum fee
- Exclusivity & tail/residual period
- Confidentiality
- Termination
- Indemnity & disclaimers
Engagement Day 2
Commission / Fee Schedule
The fee model you present and attach to the engagement.
Key sections · 5
- Success fee % by deal size
- Minimum fee
- Retainer / work fee
- Tail / residual on introduced buyers
- Co-broke split
Engagement Day 3
Agency & Conflict Disclosure
Discloses who you represent and any conflicts — required in many states.
Key sections · 4
- Representation (seller / dual)
- Duties owed
- Disclosed conflicts
- Acknowledgement & signature
Confidentiality Day 17
Non-Disclosure Agreement (Buyer)
Signed before a buyer sees any identifying info or the CIM.
Key sections · 7
- Definition of confidential information
- Permitted use
- Non-circumvention
- Non-solicitation of staff
- Term
- Return / destruction
- Remedies
Confidentiality Day 16
Blind Profile / Teaser
Anonymized one-pager to attract buyers without revealing the business.
Key sections · 6
- Anonymized summary
- Financial highlights (ranges)
- Region only
- Reason for sale
- Asking-price guidance
- Next step: sign NDA
Valuation & Marketing Day 19
Confidential Information Memorandum (CIM)
The core sell-side document that markets the business to qualified buyers.
Key sections · 9
- Executive summary
- Company overview
- Products / services
- Market & customers
- Financials & recast (SDE/EBITDA)
- Operations & staff
- Growth opportunities
- Transaction & terms
- Appendices
Valuation & Marketing Day 15
Opinion of Value / Valuation Summary
Your defensible value range to set the asking price.
Key sections · 6
- SDE / EBITDA
- Selected multiple & rationale
- Comparable transactions
- Assets & inventory
- Value range & recommendation
- Assumptions & limiting conditions
Valuation & Marketing Day 11
Financial Recast / Add-Back Worksheet
Normalizes the P&L to true owner earnings (SDE).
Key sections · 5
- Reported net income
- Owner compensation add-back
- Discretionary / one-time add-backs
- Non-cash add-backs
- Normalized SDE
Buyer Management Day 17
Buyer Registration & Qualification
Captures and screens buyers before they take your time.
Key sections · 6
- Buyer profile
- Acquisition criteria
- Proof of funds
- Background & experience
- Timeline
- NDA acknowledgement
Buyer Management Day 13
Buyer Personal Financial Statement
Confirms a buyer can actually fund (and qualify for SBA).
Key sections · 4
- Assets & liabilities
- Liquidity / down-payment
- Income
- Credit authorization
Offer & Negotiation Day 19
Letter of Intent (LOI)
The deal's key milestone — sets price, structure and the path to close.
Key sections · 9
- Purchase price & structure
- Asset vs. stock
- Deposit / escrow
- Due-diligence period
- Financing contingency
- Exclusivity / no-shop
- Confidentiality
- Non-binding clause
- Target closing
Offer & Negotiation Day 20
Offer to Purchase / Term Sheet
Formalizes the economic terms before lawyers draft the contract.
Key sections · 6
- Price & allocation
- Payment terms (cash / seller note / earn-out)
- Working-capital peg
- Reps & warranties summary
- Conditions
- Transition / training
Due Diligence Day 18
Due Diligence Checklist
Keeps the most dangerous phase organized so deals don't die.
Key sections · 8
- Corporate & legal
- Financial & tax
- Operations
- Contracts & leases
- HR & payroll
- IP & IT
- Compliance & permits
- Customers & suppliers
Due Diligence Day 18
Document Request / Data-Room Index
The master list of everything the buyer needs, organized for a VDR.
Key sections · 7
- Folder structure
- Financials
- Legal & corporate
- Contracts
- Operations
- HR
- Tax
Closing Day 22
Asset Purchase Agreement (APA) — outline
The most common deal structure for Main Street sales.
Key sections · 8
- Purchased / excluded assets
- Purchase price & allocation
- Assumed liabilities
- Reps & warranties
- Covenants
- Closing conditions
- Indemnification
- Non-compete
Closing Day 22
Bill of Sale
Transfers title to the assets at closing.
Key sections · 5
- Seller & buyer
- Assets transferred
- Consideration
- Warranties of title
- Effective date
Closing Day 13
Promissory Note (Seller Financing)
Documents a seller-carried note — common on SMB deals.
Key sections · 5
- Principal & interest rate
- Amortization & term
- Security / UCC filing
- Default & remedies
- Personal guarantee
Closing Day 22
Closing Checklist & Funds Flow
Coordinates the final steps and who gets paid what.
Key sections · 5
- Conditions to close
- Documents to sign
- Funds-flow statement
- Pro-rations
- Post-close transition
Practice Ops Day 31
Deal Pipeline Tracker
Track listings and buyers by stage so nothing slips.
Key sections · 5
- Listing stage
- Buyer stage
- Next action & date
- Probability
- Expected fee
Practice Ops Day 16
Listing Marketing Plan
Where and how each listing gets marketed (confidentially).
Key sections · 5
- Target buyer profile
- Channels (marketplaces, outbound, network)
- Teaser & CIM cadence
- Confidentiality controls
- Timeline
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