Option B Bonuses

What Are The
Option B Bonuses All About?

The prices for each of the Private Placement templates have two flavors – an Option A and Option B. The Option A consists of just the Private Placement Template. The Option B comes with some bonus templates that you may or may not find useful. The Option B Bonuses are described below. The order page identifies which bonuses are available with which template.

NOTE: you can see samples of each of these Bonus Templates (except for the Purchase Agreement) on the Samples Page (will open in a new tab).

So, which Bonuses come with which PPM Templates?

Bonus #1 Bonus #2 Bonus #3 Bonus #4 Bonus #5
Corporate PPMs
Real Estate PPMs
Private Equity PPM
Equity Pricing Model


The Bonuses
The Bonuses with your Option B purchase will arm you with the documents you need to move your transaction forward. Here’s what you receive:
Bonus #1 – Indication of Interest Template valued at $17
Indication of Interest, or IOI, is used when first presented with an acquisition opportunity. Typically required by the seller’s broker or investment banker, it is used as a screening process to get to serious buyers. It is a unilateral agreement that presents an initial indication of purchase price and deal structure.

Bonus #2 – Letter of Intent Template valued at $27
Also know as the LOI, it is the next step in proceeding to completing an acquisition. The LOI is used to define the terms of your offer with the benefit of having completed some preliminary due diligence. It will have more meat than the Indication of Interest since the IOI will typically be provided without the benefit of management presentation or plant/facility tours. while not binding as a whole, there are certain provisions that you, as the acquirer will want to make binding.

Bonus #3 – Form of Transaction Summary valued at $17
The Transaction Summary is a quick way to gather your preliminary thoughts about a transaction and communicate them with your lenders, partners or prospective investors. If the Indication of Interest expresses your initial interest in a transaction with the seller, the Transaction Summary does the same thing with capital partners. Easy to read and format, the Transaction Summary gets right to the points of the transaction from 20,000 feet.

Bonus #4 – Form of Executive Summary valued at $37
The Executive Summary is a great document to use when you need to communicate your transaction with your banker or your institutional investor. Coming to the table with a well-prepared Executive Summary sets the stage for your funding request. Each section of this Executive Summary template prompts you with issues to address – it couldn’t be any easier.

Bonus #5 – Preferred Stock Purchase Agreement valued at $97
The Preferred Stock Purchase Agreement is the contract that evidences your investor’s investment in your transaction. The Purchase Agreement has all of the usual and customary reps and warranties of the security purchaser including status as an accredited investor, sufficiency of time to review the PPM with an advisor, acknowledgement of risks of the investment, etc.
Be Sociable, Share!