M&A FORMS and CONTRACTS

Our library of general use M & A Forms and Contracts is designed to provide the buyers and sellers of small to medium sized businesses and the professionals who serve them with templates for creating many of the basic documents necessary to successfully complete their transactions.

It is important to use these documents only as guides and to download and customize them to the intricacies of the individual transactions. Have your professional advisors, accountants, and/or lawyers who have experience in such matters assist in their completion to assure relevance to the specific transaction and applicable laws.

This document outlines the critical questions to be asked during the Due Diligence process for any Merger or Acquisition activity. This is the period where you "inspect" the company. It is not simply the verification of a company's financial statements; it is the only period during which you have the opportunity to immerse yourself completely in the business and check it out. Developing a checklist for use during the due diligence phase of a merger or acquisition is critical to the success of the overall activity and can help identify potential problem areas that could significantly impact the cost of an acquisition. The checklist will identify any policies, programs, or commitments requiring review prior to any final M&A decision. Failure to complete a detailed due diligence process could lead to the assumption of substantial liabilities resulting in potentially huge dollars.

A brief legal agreement between two parties outlining the conditions of disclosing confidential and proprietary information to each other. It is important to any business that is concerned with keeping its proprietary information out of the competition's hands! Using this template, you will have an accurately written, binding agreement between parties to assure the confidential status of any disclosed information.

A non-disclosure agreement is important to any business that needs to share confidential information with an outside party. This template includes a brief agreement outlining the use of confidential information, disclaimer of warranties, term, and more. Using this template, you will have an accurately written, binding agreement between companies to assure the confidential status of any disclosed information.

A completed Buyer Profile will enable a business seller or intermediary to properly qualify each prospective buyer prior to divulging the seller's identity and other important information to competitors or customers of the seller or devoting crucial time and resources to a prospect obviously incapable of consummating the process. Using this form, can improve the efficiency and confidentiality of the entire M&A process.