FREE SHORT FORM LOI

Finally: A Short-Form LOI That Won’t Scare Your Seller

Your Letter of Intent will determine your life for the next 60-90 days. We have baked 15 years of deal experience into this LOI Template so that you can jumpstart your deal with confidence:

  • Price & structure in a simple table format

  • Transition period baked into LOI

  • Guarantee access to data for diligence

  • Your exclusive right to diligence the deal starts Day 1 but extends until 60/90 days after the seller provides due diligence data (major upgrade)

Send this version and get your point across in 3 pages.

Your data is safe, read our privacy policy.

A Decade Of Experience

“The Guardian team stepped into our process towards the end of our Due Diligence period for a Mechanical HVAC acquisition. Our group was particularly concerned about key employee retention and how that would impact the business's transition. Guardian exposed certain downside scenarios that we did not initially uncover during our Due Diligence period. Perhaps most importantly, their analysis gave us the confidence to walk away from the deal after months of negotiations. I am particularly thankful for Elliott Holland's focus on capital preservation, reminding our team that the best deal may be the one you walk away from.”

— Keith Rosmarin, Surveyor Capital

“Elliott was a big help with diligence on a residential HVAC business we invested in through an independent sponsor. He helped us with a Quality of Earnings report, a market study, and, most importantly, acted as an external sanity check on our investment thesis. Guardian Due Diligence provided us with the assurance that we were making the right decision. They needed minimal direction and provided a quality report. I would recommend Elliott Holland and Guardian Due Diligence for any diligence related projects you may have.”

— Kevin Wong, Family Office Executive

Previous
Previous

7 Biggest Deal Mistakes Buyers Make

Next
Next

150+ Due Diligence Resources