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.
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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.
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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.
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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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