The M&A Deal Prep Toolkit

Everything you need to prepare your business for a successful sale — the same checklists, templates, and guides used in real M&A transactions.

Interactive Data Room Checklist

42-item checklist covering every document buyers will ask for — track your progress as you go

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Due Diligence Prep Guide

Step-by-step guide covering financial, legal, operational, commercial, HR, and technology due diligence

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NDA Template

Ready-to-use Non-Disclosure Agreement template for deal discussions

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M&A Infographics

Visual guides on deal structures, valuation methods, negotiation strategies, and more

Completely free • Based on real M&A transactions • Regularly updated

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“90% of deals that fall apart do so because the seller wasn't properly prepared. This toolkit fixes that.”

— Adam J. Graham, author of Exit Mode