Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Mitchell B.

5.0

()

ETA expert with real scar tissue

Clemson University Logo

Studied at Clemson University

Rocket Software Logo

Worked at Rocket Software

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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Custom hourly · $200/hr

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Mitchell B.

Offered by Mitchell B.

Joined May 2026

5.0

ETA expert with real scar tissue

Extensive background in M&A through numerous personal & corporate acquisitions. In the past two years, I have completed acquisitions of two email newsletters. 1 wildly successful that fully funds my lifestyle today, requiring ~1 hour / month of my time. 1 total failure that I have learned 10x more from. I acquired the first one while I leading M&A at a Bain Capital backed software firm, Rocket Software. I completed numerous acquisitions ranging from <$1m founder-owned & operated tuck-ins to a >$2b carveout from OpenText (NASDAQ: OTEX)...and everything in between. I quit in July 2025 after being sick of getting grinded to an absolute pulp. I would have never had the confidence to do so without the business I had acquired in the background. Since then, I have helped numerous friends and colleagues in their own personal ETA journeys as I truly believe ETA is the best path to freedom for high-income white collar professionals. I write a lot about this and everything else in the space at buyingfreedom.beehiiv.com! Excited to meet you and work together!

Coaches professionally

Experience level: Executive

$950

5h of coaching

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