Letter of Intent Course Curriculum

Module 1: Introduction

Disclaimer

  • What is the Letter of Intent

  • Course Contents

  • Deal Cheat Sheet

Module 2: Building Up to the LOI

  • Understand the Key Players

  • Key Elements of a Great Target Firm

  • How to Leverage Timing to Your Advantage

  • Quiz

Module 3: Cracking the Deal with a Smart Letter of Intent

  • Using the LOI Questionnaire Tool to Succeed

  • Big Picture Checklist

  • How Much: The Purchase Price

  • When and How: The Seller Note

  • Who: The Seller Services

  • Who Else: Seller's Employees

  • Where: the Commercial Lease

  • Keeping it Fair: the Retention Adjustment

  • Promises Not To: Non-Compete and Non-Solicits

  • Getting Exclusive: Whether to push for Exclusivity

  • Conclusion: Summary of LOI Terms

Module 4: Putting What We've Learned Into Action

  • The Letter of Intent Template

Become the Expert

Save yourself years of wasted effort and tens of thousands of dollars in failed deal expenses by learning from our experience and nailing your letter of intent.


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