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.
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.