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Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Chase M.

5.0

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Buy the Right Company, Then Run It Well — Counsel from a 5x Acquirer

Patina Capital Logo

Works at Patina Capital

Description

Once you’ve identified a target, moving quickly and confidently is essential. This package provides the legal and analytical tools you need to structure offers, conduct due diligence, and secure favorable terms. With templates, checklists, and practice scenarios, you’ll feel equipped to handle negotiations and diligence like a seasoned operator. Key components of this package can include, but aren’t limited to: • Draft a reusable Letter of Intent (LOI) template • Build a diligence checklist across financial, legal, and operational areas • Learn negotiation frameworks to manage seller dynamics • Walk through a mock diligence process for practice


What you'll get from this package

Reusable LOI Template

Due Diligence Checklist

Mock Diligence Memo Example


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Due Diligence


Chase M.

Offered by Chase M.

Joined October 2025

5.0

Buy the Right Company, Then Run It Well — Counsel from a 5x Acquirer

I've lived every stage of the ETA journey myself: raising capital, sourcing and diligencing more than a hundred businesses, closing acquisitions, and then running the companies for the long haul. I run Decada Group, a self-funded holding company that has acquired five businesses and started three, all held permanently. The coaching draws on that seat time and on years inside the ETA community, including a Utah searcher network several hundred strong. I've watched searches produce great owner-CEOs, and I've watched them break people who bought the wrong company. I coach to help you land in the first group: honest pressure-testing before you buy, and a steady thinking partner once you own it.

Experience level: Manager

60+ people coached for Search Fund & ETA

$1,875

5h of coaching