Templates & Checklists
Free, practitioner-grade templates for every stage of the acquisition process. Adapted from industry best practices and the Stanford Search Fund Primer.
Letter of Intent Template
A clause-by-clause LOI template for acquiring a small business. Covers purchase price, financing, exclusivity, due diligence period, and key terms every searcher needs.
View templateDue Diligence Checklist
A thorough due diligence checklist across 8 dimensions - financial, legal, tax, commercial, operational, HR, IT, and ESG - tailored for search fund and SME acquisitions.
View templatePrivate Placement Memorandum Template
A section-by-section PPM template for traditional search fund fundraising. Covers executive summary, searcher background, investment thesis, economics, risk factors, and subscription terms.
View template100-Day Plan Template
A structured 100-day plan for search fund CEOs and first-time acquirers. Covers pre-Day 1 prep, stakeholder communication, quick wins, strategic initiatives, KPI setup, and board presentation.
View templateExit Readiness Checklist
A comprehensive 24-month exit preparation checklist. Covers financial readiness, growth story documentation, management team preparation, data room setup, and investment banker selection.
View templateDisclaimer
These templates are provided for educational and planning purposes only. They do not constitute legal, financial, or investment advice. Every acquisition is unique and subject to the laws of the applicable jurisdiction. Always consult qualified professional advisors before using any template in a real transaction.