Order Your Equity Pricing Model
Want the Goldilocks offering?
That is, do you want your equity warrants just right – not too much and not too little? Unless you do the math and run different scenarios – you’re throwing darts in the dark.
You are moments away from being able to easily determine how much equity is required for your preferred stock offering.
NOTE: You get two models – one in .xls format and one in .xlsx format. Use the one that works best with your version of Excel.
| 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: |
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| Bonus #1 – Indication of Interest Template worth $17
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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 worth $27 |
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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 worth $17 |
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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 worth $37 |
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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. |
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When you click on the “Add to Car” button you’ll be taken to |
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| Any Questions? If you have any questions that have not been adequately answered, please email me directly and let me know how I can help. I’d also be interested in any feedback. All the best,
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