Mergers and Acquisitions for Technology Providers

M&A Documents Made Easy

15+ templates for the most common legal
documents used by Buyers and Sellers in
M&A, all in one place!

  • NDA – Non-Disclosure Agreements
  • IOI – Indications of Interest
  • LOI – Letter of Intent
  • Asset Purchase Agreement
  • Stock Purchase Agreement
  • Escrow Agreement
  • Due Diligence Checklist

I want these M&A documents!

Whether you are buying or selling a company, these
tried-and-true documents will save you time and money
on your next M&A transaction.

Our M&A Templates will help….

  • Get you started on your own M&A transactions
    Whether as a buyer or seller, you now have at your fingertips the documents you need to begin your own buy-side or sell-side transaction. No searching the internet.
  • Keep your legal costs down
    Instead of creating from scratch, sending these to counsel for review and modification will save thousands of dollars.
  • Provide solid examples of what M&A professionals use
    Not sure you are catching the major items in a document? Reviewing these will give you ideas of what you should incorporate into your agreements.

All templates provided have been used in actual transactions and cost thousands of dollars to draft.

BUT they are YOURS for $397

“The collection of M&A documents is the most thorough collection I have seen in one place. Since I am contemplating a transaction soon, I really wanted to understand what I will need to have in place in order to consummate a purchase. I especially like that these documents can be used for any sized deal, and that they are actual agreements that have been used in prior transactions.  Some even contain sample numbers to follow the thought process. Certainly not what you will find on other sites.”
Jamshid Javidi, President, CEO Computers

Mergers and acquisitions can be unbelievably intimidating, especially if this is your first transaction. Do you know that most transactions use no less than 8 separate legal documents to complete just ONE transaction!

But not every M&A transaction uses a banker or advisor – I personally completed the sale of two of my own companies without an advisor. But every transaction, regardless of size, needs multiple legal documents to solidify the agreements.

That is why I pulled together the best agreements I have seen come across my desk as an M&A advisor. I want to share them with you to help you begin and complete your own M&A transaction, whether you are a buyer or seller.

These templates are clear and not overly-burdensome with legalese. They are great to use as starter documents while you seek legal help to complete them.

Linda Rose – M&A Advisor

Has closed multiple M&A transactions
ranging between $1M and $82M in revenue

What your M&A Template Stack Includes:

In MS Word:

  1. Non-Disclosure Agreements (NDA’s) – 2
  2. Indication of Interest (IOI) – 3
  3. Letter of Intent (LOI) – 5
  4. Comprehensive Due Diligence Checklist
  5. Asset Purchase Agreement (APA): Short variation
  6. Stock Purchase Agreement (SPA): Multiple versions
  7. Escrow Agreements – 2

I want these M&A documents!

Disclaimer: We are not attorneys. We don’t want to be attorneys. We don’t pretend to be attorneys. We highly suggest you seek counsel from your attorney before using these documents.

“If you’re looking for a peek behind the velvet rope of M&A as a buyer or seller, this document package contains a great base of information to learn from and potentially utilize. The due diligence checklist alone is worth the price of admission!”
George Sierchio, Executive Vice President and Sr. Partner, Cogent Growth Partners

Here are the details of your M&A Documents Made Easy Package:

Here is the value of what you will receive:

Document Title Pages Value
1. Due Diligence Checklist 1 $350
2. NDA – Detailed Format 5 $1,750
3. NDA – Simple Format 4 $1,400
4. IOI – Simple Format 2 $700
5. IOI- Detailed Format 3 $1,050
6. IOI- Simple Format 2 $700
7. LOI – Asset Purchase Simple 3 $1,050
8. LOI – Simple (Asset or Stock) 4 $1,400
9. LOI – Stock Purchase – Detailed Format 7 $2,450
10. LOI – Stock Purchase Detailed 6 $2,100
11. LOI – Stock Purchase Letter Format 8 $2,800
12. Escrow Agreement – General 19 $6,650
13. Purchase Agreement – Asset 21 $7,350
14. Purchase Agreement – Stock 34 $11,900
15. Escrow Agreement – Specific (PPP example) 24 $8,400
Total Value $50,050

BUT they are ALL YOURS for $397

I want these M&A documents!

“Terrific job building a library of relevant documents to support running a mergers and acquisitions process. The library is complete and delivers significant value to an entrepreneur who is selling or considering selling his/her business.”
Greg Forrest, Managing Director, Reclinata Group

Seller’s Bundle – ONLY $197

Only interested in what a Seller might need? These 8 templates will get you started.

Begin gathering documents early using our Due Diligence Checklist. This list will get you ready for any pending transaction.

Every transaction requires an NDA to get started, and our templates are specifically designed for M&A transactions.

And once you receive your first LOI, you will want to make sure it includes all the necessary components of a solid agreement. The LOI templates will help you decide what you might want to add.

  • NDA – Non-Disclosure Agreements – 2
  • LOI – Letters of Intent – 5
  • Due Diligence Checklist

I want the Seller’s Bundle!

Here is are the details of your M&A Made Easy SELLER ONLY Bundle:

Here is the value of what you will receive:

Document Title Pages Value
1. Due Diligence Checklist – Detailed 1 $350
2. NDA – Detailed Format 5 $1,750
3. NDA – Simple Format 4 $1,400
4. LOI – Asset Purchase Simple 3 $1,050
5. LOI- Simple (Asset or Stock) 4 $1,400
6. LOI – Stock Purchase – Detailed Format 7 $2,450
7. LOI – Stock Purchase Detailed 6 $2,100
8. LOI – Stock Purchase Letter Format 8 $2,800
Total Value $13,300

Available to you for $197

Disclaimer: We are not attorneys. We don’t want to be attorneys. We don’t pretend to be attorneys. We highly suggest you seek counsel from your attorney before using these documents.