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MS-Excel-Business

Mergers & Acquisitions Tool Kit – Downloadable

$129.00 $89.00

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.

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Build, Buy or Partner


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.
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:
  •  Increase Market Share
 
  • Customer Relationship Enhancement
  • Product Extensions
  
  • International Expansion
 
  • Product Innovations
  
  • Value Chain Migration
 
  •  Scale and Efficiencies
 
  • Expand to (Horizontal) Adjacencies
View sample report

Acquisition Readiness

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

Target and Mode of Entry Evaluator


This tool presents a systematic approach for evaluating different methods of exploiting new market opportunities and identifying potential acquisition or partner candidates.
Acquisition or partner candidates are scored against the following criteria:
1. Overall Company Fit includes management team, customer base, labor relations, and share of total market.
2. Geographic Coverage includes domestic and international presence
3. Service/Product Offerings includes criteria selected by the user
4. Likelihood of Sale
Modes of Entry are scored against the following criteria:
1. Strategic Fit includes considerations such as cultural fit, ability to apply brand, and integration complexity
2. Investment Requirements includes acquisition, development, and growth spending requirements
3. Financial Impact includes near-term revenue impact, financing availability, and likelihood of return on investment
4. Riskincludes potential risks to deal success, management team retention, and synergy capture
           
The tool then uses scores from three assessment exercises to recommend the top combinations of deal candidates and modes of entry. 
 

View sample report

Due Diligence

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.

3 Sample M&A Sales Contracts

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.

Acquisition Integration

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

Additional Information