Free M&A and exit planning templates.
The same working files we use with clients. Every template is free, version-controlled, and maintained by our partner team. Use them standalone, or bring them to a discovery call.
SME Exit Readiness Scorecard
Eight diagnostic questions. Returns a band from Not ready to Exit-ready, with a 1-page read on what to fix next.
Quality of Earnings Self-Check LIVE
Ten yes/no questions on whether your EBITDA would survive a buyer's diligence — and where it wouldn't. Routes to a partner-reviewed vendor QoE review.
SME Valuation Tool LIVE
Interactive indicative business valuation. Enter revenue, EBITDA and sector to get a defensible enterprise-value range in seconds.
EBITDA Multiple Estimator LIVE
Pick your sector and quality factors, enter EBITDA, and see an indicative EV/EBITDA range and enterprise-value band — with every adjustment shown.
90-Day Value Creation Roadmap LIVE
Post-close execution planning across six functional areas. KPI benchmarking, initiative sequencing, board-ready output.
LBO / ETA model LIVE
Operator-friendly LBO model for searchers and mid-market sponsors. Sources & uses, debt schedule, returns waterfall.
Net Proceeds Calculator (France) LIVE
French PME sale: from enterprise value to net founder proceeds. Applies PFU 31.4% and abattement retraite €500k — every deduction shown transparently.
Net Proceeds Calculator (Switzerland) LIVE
Swiss company sale, in CHF: private share gains are income-tax-free (Art. 16 para. 3 LIFD); asset deals taxed as income + AHV/AVS. Every deduction shown — validate with a Swiss tax adviser.
Deal Structure Comparator LIVE
Compare all-cash vs earnout vs vendor loan side by side. Headline vs expected value, risk-adjusted net proceeds after PFU 31.4% — every structure's real cost shown.