Factsheet
9,90 €Key-figures one-pager
A structured one-page overview with all the key figures and cornerstones of your company.
Battle-tested M&A templates for succession and company sales · 1010 Vienna
In record time to a professional teaser, exposé and information memorandum.
No more blank page: start with the exact document structures that active M&A advisers use in their day-to-day work — from the anonymous teaser to the letter of intent.
Instant PDF · payment via Stripe · drawn from more than 100 supported transactions
Instant PDF download
From real deal practice
Over 20 years of experience
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The first impression with investors cannot be repeated.
An unstructured teaser? Ends up at the bottom of the pile.
If the first document shows no structure, you go unnoticed in the investor’s inbox — and there is no second chance.
Too many details before the NDA — confidentiality slips.
Without a clear line between anonymous teaser and qualified exposé, you lose control over sensitive information.
Building an IM from scratch? 40+ hours per version.
The information memorandum eats weeks of preparation. With a proven structure you are productive in days, not weeks.
Six modules — ready to use
Each template covers a concrete phase in the sale process. Individually or as a package — decide as you need.
Format note: these are PDF templates with completion guidance, placeholders and writing lines. They can be filled in on screen or printed. They are not editable Word or PowerPoint files.
Investment Teaser
29,90 €Anonymous short profile · before the NDA
Discreet first approach to potential buyers — precise, intriguing, without disclosing identity.
Non-Disclosure Agreement (NDA)
9,90 €Protection for sensitive information
A reviewed sample NDA for handing over confidential documents to potential buyers.
Exposé
19,90 €Sales profile · after the NDA
A clear company presentation as a decision basis for qualified prospects.
Information Memorandum
99,90 €Full sale document · 20–40 pages
Market, business model, financials, prospects — the structured basis for serious offers.
Letter of Intent
29,90 €Letter of intent
A sample LOI as a bridge from first conversations to structured contract negotiations.
The structures can also be adapted for complex B2B and tech transactions — for example for ERP or CAFM software models with recurring revenue, customer-base analysis and roadmap presentation.
From the practice of an active M&A boutique.
The templates come from the real day-to-day work of IGCP Capital Partners GmbH, based at Postgasse 14 in 1010 Vienna — proven across more than 100 supported transactions.
20+
years of M&A and succession experience
100+
supported M&A transactions
1010
in the heart of Vienna · Postgasse 14
A classic M&A boutique charges from €5,000 upwards for the structured preparation of these documents. Here you receive the proven structures at cost.
Complete package · All 6 templates
M&A Tool Kit — all six templates
199,40 €149 €incl. VATYou save €50.40
- Factsheet — Key-figures one-pager
- Investment Teaser — Anonymous short profile · before the NDA
- Non-Disclosure Agreement (NDA) — Protection for sensitive information
- Exposé — Sales profile · after the NDA
- Information Memorandum — Full sale document · 20–40 pages
- Letter of Intent — Letter of intent
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Frequently asked questions
How can I adapt the templates?
They are PDF templates with completion guidance, placeholders and writing lines. You can fill them in directly in the form fields on screen, or print them out and complete them by hand. They are not editable Word or PowerPoint files.
Is a non-disclosure agreement (NDA) included?
Yes. The NDA is available individually and is part of the complete package — together with the letter of intent as a bridge into contract negotiations.
How do I receive the files after purchase?
Immediately after successful payment you receive the download link on the confirmation page — the templates also arrive by email. No account, no waiting.
Do I get an invoice?
Yes, automatically by email after payment — with VAT shown.
Are the legal samples (NDA, LOI) legally binding?
The legal samples are non-binding text building blocks grown out of more than 20 years of transaction practice. They do not replace legal or tax advice in a specific case. Have concrete agreements reviewed legally before signing.
Who are the templates intended for?
For owners, managing directors and advisers structuring a company sale — from industrial and service businesses to B2B/tech models such as ERP or CAFM software.
Start your sale process today — with structures that have proven themselves.
All six templates for €149 incl. VAT. Delivered instantly as PDF.