Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Anna O.

5.0

()

Former Searcher | Current Franchisee Operator

Harvard Business School Logo

Studied at Harvard Business School

Boston Consulting Group Logo

Works at Boston Consulting Group

Package 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


Anna O.

Offered by Anna O.

Joined May 2023

5.0

Former Searcher | Current Franchisee Operator

Hi, my name is Anna and I am excited to get to know you! A bit about me -- I completed a nine-month self-funded search across multiple industries before entering into a multi-unit area development agreement with a national franchise. I have a Harvard MBA and training from the leading professors in ETA. I’m deeply active in the search fund community and I look forward to being your thought partner at any stage of your search journey -- from learning more about the model, to weighing the pros/cons of funded vs. self-funded to ideating during the thesis process, reviewing/providing guidance on PPM creation (if funded), discussing search strategy (proprietary vs. opportunistic), and everything in between!

Coaches professionally

Experience level: Executive

Open to working with clients outside the U.S.

$495

5h of coaching

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