Mergers & Acquisitions Tool Kit - Downloadable Most firms only sell
valuation models - we offer ours for FREE as part of this package.
This is the most comprehensive M&A package available today! We
bring you through
the 6 stages of a transaction from identifying how to enter the market
to giving a speech
to employees once the transaction is public. In total there are
12 documents and tools
that will save you time and money.
Future new business opportunities are often viewed primarily
through the lens of past successes. As companies come to rely on
a single mode of growth�building, buying, or allying�they risk
overlooking more optimal alternatives. Generating a robust set
of modes-of-entry considerations often enables companies to
lower costs and improve new business performance.
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Most companies rely on rules of thumb to
guide build, buy, or ally decisions
rather than maintain formal decision rules. Peak Strategy has
developed a
composite list of over 45 questions typically asked as companies
consider
the optimal mode of entry. The relative weight of each Buy,
Build, or Ally
question ultimately depends on the strategic priorities of the
company at
a given point in time. Typical priorities include:
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- Increase Market Share |
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- Customer Relationship
Enhancement |
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- Product Extensions |
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- International Expansion |
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- Product Innovations |
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- Value Chain Migration |
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- Scale and Efficiencies |
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- Expand to (Horizontal)
Adjacencies |
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View sample report |
Although many business would like to grow by
acquisition, most organizations are not fully prepared for the transaction.
This tool helps you determine the acquisition readiness of a business. It has 6
different spreadsheets:
Dashboard - Where you list all
targets/sectors under consideration for M&A
Attractiveness Score Sheet - Use a series of question to help score the
strategic and financial attractiveness of a target
Readiness Score - Evaluate how ready an organization is a transaction
Visual Dashboards - Presents the visual map of the most attractive
targets or sectors for M&A activity
Attractiveness Matrix - Presents the visual map of the financial
attractiveness versus the strategic attractiveness of targets
Readiness Matrix - Presents the visual map of the acquisition readiness
versus the internal readiness
View sample report
This tool presents a systematic approach for evaluating different
methods of exploiting new market opportunities and identifying potential
acquisition or partner candidates.
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Acquisition or partner candidates
are scored against the following criteria: |
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1.
Overall Company Fit�includes
management team, customer base, labor relations, and share of total
market. |
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2.
Geographic Coverage�includes
domestic and international presence |
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3.
Service/Product Offerings�includes
criteria selected by the user |
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4.
Likelihood of Sale |
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Modes of Entry
are scored against the following criteria: |
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1.
Strategic Fit�includes
considerations such as cultural fit, ability to apply brand, and
integration complexity |
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2.
Investment Requirements�includes
acquisition, development, and growth spending requirements |
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3.
Financial Impact�includes
near-term revenue impact, financing availability, and likelihood of
return on investment |
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4. Risk�includes
potential risks to deal success, management team retention, and synergy
capture |
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The tool then uses scores from three assessment
exercises to recommend the top combinations of deal candidates and modes
of entry. |
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View sample report
Do you know the right questions to ask at a due
diligence meeting? Should you talk to major customers?
How should you behave around employees? What types of information should I ask
for?
If you have these types of questions this guide is for you!
The guide is 26 pages long and covers the
following topics:
-Introduction
- Sales
- Marketing
- IT
- Banking
- Income Statement
- Balance Sheet
- Pro Forma Statements
- Suppliers
- Employees
- Competition
- Contracts
- Legal
- Corporate Issues
The introduction section discusses how you
should approach the due diligence process and the key information
that you will need for a successful examination of the business. Then each
subsequent section describes a brief
description of the function (in a due diligence context), what to look for, the
questions to ask and the documents
you need to complete your due diligence process.
Why start from scratch? Use these
templates and modify them for your situation.
-Business Purchase - Proposal to buy
-Contract for Sale & Purchase of Business
-Agreement to Sell Business
Each of three contracts can be found
here.
Although many business would like to grow by
acquisition, most organizations are not fully prepared for the transaction.
This tool helps you determine the acquisition readiness of a business. It has 6
different spreadsheets:
Dashboard - Where you list all
targets/sectors under consideration for M&A
Attractiveness Score Sheet - Use a series of question to help score the
strategic and financial attractiveness of a target
Readiness Score - Evaluate how ready an organization is a transaction
Visual Dashboards - Presents the visual map of the most attractive
targets or sectors for M&A activity
Attractiveness Matrix - Presents the visual map of the financial
attractiveness versus the strategic attractiveness of targets
Readiness Matrix - Presents the visual map of the acquisition readiness
versus the internal readiness
View sample report
This was a great find for us - we were able to
walk the client through each step in the process and the tools were well thought
out. Scott Kemp, Venture Capital Enterprises
We bought this because we were looking at potentially buying a competitor.
The pre acquisitions tools were a great help at focusing our decision making
process. The software helped us solidify whether or not we were looking at
the right target and were ready as an organization to acquire another company -
which is a whole other question. Kelly Seimore, Print Masters
There are less tools out there then I expected concerning M&A, I found that
these tools were professionally developed and not only covered the transaction
cycle in detail, the output was also visually appealing. Frank Septor,
Command Performance, LLC
Our company has never acquired another company and I was considered the
"expert" don't ask me why I have never gone through the M&A process either.
These tools made me look like a professional because I had all of the documents
and tools I needed to complete the transaction. Thanks. Carmine
March
FREE Bonus
We are offering 4 bonuses with this M&A
package:
-Valuation model to help you estimate the value of the business
-2 M&A speeches to be given once the transaction can be announced
-Letter of intent to purchase
We're confident that you'll be delighted with
your purchase. That's why every product purchased from the website is backed by
our Satisfaction Guarantee: If you are not absolutely satisfied with your
purchase, for any reason, let us know. We will promptly replace the item or give
you a refund within 30 days of the purchase.
It's that simple.
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