Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Max M.

Experienced Searcher & ETA

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Goldman Sachs Logo

Worked at Goldman Sachs

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


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Max M.

Offered by Max M.

Joined February 2024

Experienced Searcher & ETA

I am highly experienced in ETA, with multiple internships and coursework at Wharton in the space.

Experience level: Executive

Open to working with clients outside the U.S.

$1,895.25

5h of coaching

 
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