LOI Masterclass and Checklist

The speaker will be discussing the importance of a letter of intent (LOI) in the M&A process. They will cover topics such as entity selection, deal structure, fund formation, fundraising, due diligence, and transaction support. They stress the importance of doing pre-LOI due diligence and customizing the LOI to reflect the foundation of the transaction.

What Is a Letter of Intent

Driving Sales And Marketing

Letters of Intent: Introduction

The LOI Your Best Asset

Identifying Party Parties

Shareholder Assumptions

Legal Documentation: Specific Terms

Is a LOI Important

Acquisition Insights: Template LOIs

Top 5 Mistakes I See

What Is the Normal Turnaround Time on an LOI

Important Documentation: Due Diligence

A Mortgage Banker: Advice for Aspiring Pros

Top Five Tips for Deal Making

Is Pre LOI a Good Idea

Is Revised or Amended a Licensed Ownership Agreement

Underwriter: Key Components of a LOI

How Difficult Is It to Cover Owed Expenses

Due Diligence: Legal Review

Providing Strategic Guidance

What Is the Average Overall Cost of an Engagement

Important Questions to Ask Your Attorney