Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by William W.

Search Fund Success | Current operator here to help others acquire

Bowdoin College Logo

Studied at Bowdoin College

McKinsey & Company Logo

Worked at McKinsey & Company

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 · $100/hr

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William also coaches for Management Consulting and Transitioning from the Military. View all.


William W.

Offered by William W.

Joined March 2026

Search Fund Success | Current operator here to help others acquire

Welcome to my profile! Having successfully acquired 3 businesses (2 personally and 1 as a minority investor), I have a wealth of experience in what worked, what didn't work, mindsets required for success and pitfalls to avoid.

Experience level: Executive

$475

5h of coaching

 
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