Readiness Tooklit

PDF file showing the build from revenue to net income to EBITDA and then removing non-recurring expenses or expenses that wouldn't continue under different company ownership to arrive at Adjusted EBITDA.

PDF file showing an example buyer's list with sample contacts. Remove those names and begin using this as a repository for unsolicited inbound interest in your company.

Sample folder structure that you can download and utilize for your own business to begin organizing your information.

PDF file showing the build from revenue to net income to EBITDA.

Example of how to organize your folders to match the information request list from an investment banker. It pays dividends to get this information organized in advance.

Sample Information Request List that an investment banker will send you after signing an engagement letter. Download this and the sample company folder structure to begin organizing your documents ahead of a process.

Sample Letter of Intent to merge two public companies. Note language would be different for a private business sale, but the key features would feel similar.

Prior to speaking with any firm or handing over any confidential information, you’ll want to get a Non-Disclosure Agreement in place. You’ll need to work with an attorney to craft one for your business.

Sample Purchase and Sale Agreement. This is certainly one of the longer legal documents of the process.

Sample Transaction Timeline that shows you the various workstreams involved in selling your company and the estimated time for each.