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Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Patrick W.

Involved in 2 EUR 120m German PE backed buy and builds

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Wright Capital Partners AG Logo

Works at Wright Capital Partners AG

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


Patrick W.

Offered by Patrick W.

Joined February 2026

Involved in 2 EUR 120m German PE backed buy and builds

I was involved in 2 German buy and build PE backed acquisitions with a total investment capital of EUR 120m. One became one of the largest insurance brokers in Germany valued at over EUR 2bn and the other is the largest German property manager managing 115,000 apartments and will likely sell in the next 24 months

Experience level: Manager

$612

5h of coaching