Project Type:
Please Select
PRE-LOI SERVICES
PRE-LOI SERVICES
Tell us about your project...
Pre-LOI Services:
*
DEAL FINANCING --- Securing the necessary capital to fund an acquisition, through loans, equity investment, or other financial arrangements.
DEAL SOURCING --- Identifying and evaluating potential acquisition targets based on strategic goals, industry alignment, and other criteria to find the right fit.
FINANCIAL MODELING --- Creating models to analyze and forecast the financial impact of an acquisition, including valuation, synergy opportunities, and risk assessment.
M&A COACHING --- Providing guidance and expertise to individuals or teams engaged in M&A activities.
OTHER
Project Description
*
Include: your goals, expected deliverables, timeline, and budget expectations.
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DEAL FINANCING
Can you provide details on the target business? Please include financials, purchase price, valuation, deal structure, and more.
Have you already secured any financing or commitments? Please provide details.
Anticipated closing date?
-
Month
-
Day
Year
Date
What type of acquisition financing are you seeking?
SBA Loan
Traditional Loan
Investor Capital
What type of investor capital are you seeking?
Preferred Equity
Common Equity
Senior Debt
Subordinated Debt
Total amount desired from investors?
Do you plan on personally managing & operating the business as CEO/COO?
Yes
No
What is the desired MINIMUM investment from a single investor?
Please Select
$10,000
$25,000
$50,000
$100,000
$200,000
$500,000
$1,000,000
$2,000,000
What is the desired MAXIMUM investment from a single investor?
Please Select
$10,000
$25,000
$50,000
$100,000
$200,000
$500,000
$1,000,000
$2,000,000
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DEAL SOURCING
What are your strategic goals and objectives for the acquisition?
Understanding the client's overall strategy helps in identifying the right type of targets that align with their business goals.
What industry or sector are you targeting?
Knowing the preferred industry or sector narrows down the search and aligns the sourcing process with the client's expertise and interests.
What is the desired size and geographic location of the target business?
Do you have specific criteria regarding the targets financial performance or valuation?
What is your timeline for identifying and closing the deal?
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FINANCIAL MODELING
What is the purpose and scope of the financial modeling? (e.g., valuation, forecasting, sensitivity analysis, etc)
Understanding the primary purpose will guide the complexity and structure of the financial model.
Do you have existing financial data and documents available? (e.g., financial statements, projections, etc)
Assessing the availability of existing data helps in determining how much additional research or data gathering may be needed.
What is your desired timeline for completion of the financial model?
Knowing the client's timeline ensures that the project can be completed within their expected time frame and helps in selecting the right professional who can meet the deadline.
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M&A COACHING
What specific areas of the M&A process do you need assistance or coaching with? (e.g., strategy, negotiation, financing, due diligence, etc)
This helps identify the particular areas where coaching is required and ensures alignment with the right expertise.
Is this your first transaction?
Yes
No
What is your experience level with M&A transactions?
Understanding whether the client is a seasoned acquirer or new to the process helps tailor the coaching approach to their skill and knowledge level.
What is the size and nature of the deal you are pursuing?
Details about the deal can help in matching the client with a coach who has relevant experience in similar types or sizes of transactions.
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OTHER
Can you please describe the specific service or assistance you require?
What are the key objectives and outcomes you hope to achieve?
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YOUR CONTACT DETAILS
Your Name
*
First Name
Last Name
Company Name
E-Mail
*
Confirmation Email
name@domain.com
How did you hear about DueDilio?
*
Ex: Word of Mouth, Google, Searchfunder, Newsletter, etc
Referral Source
Name of the referrer so that we can thank them.
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