Due Diligence

This template is used by a reseller to formally acknowledge the preliminary acceptance of a product from a supplier, prior to final acceptance and payment. It outlines the terms of acceptance, inspection, and any initial discrepancies.

Protocol governing handling, distribution, and destruction of confidential diligence materials.

Internal diligence findings memo with material issues and recommended deal adjustments.

Mutual NDA tailored for M&A discussions with non-solicit and standstill optional.

QoE report template with adjusted EBITDA bridge and working capital analysis.

Trailing-twelve-month working capital peg methodology and calculation.

Comprehensive data room folder structure with naming conventions and access controls.

This template provides a formal board resolution to acknowledge the company's ownership and subsequent merger with another entity. It should be used when the board of directors needs to officially record and approve such a transaction.

This template provides a formal record of the initial meeting of a company's incorporators, documenting key decisions made during the formation of the company. It should be used to formally record the foundational resolutions and appointments made by the incorporators.

This Non-Disclosure Agreement (NDA) is for a beta tester to ensure the confidentiality of proprietary information shared during product testing. It is used when engaging individuals or entities to test pre-release software, hardware, or services.

This template facilitates a thorough value chain analysis for businesses operating in Southern Africa, helping to identify areas for improvement, cost reduction, and value enhancement. It is suitable for strategic planning, due diligence, and operational efficiency reviews.

This document provides an overview and explanation of different business structures commonly found in a Southern African context, helping entrepreneurs choose the most suitable legal form for their venture. It is useful for new business registrations or when considering a change in business structure.

This document outlines the detailed business requirements for a new project, product, or system enhancement. It is used to ensure all stakeholders have a clear and common understanding of the project scope and objectives.

This Market Study Outline template provides a structured framework for conducting a comprehensive analysis of a specific market. It is used to guide market research, identify opportunities, assess competition, and inform strategic business decisions for Southern African businesses.

This checklist assists businesses in evaluating potential office spaces for rent, ensuring all critical aspects are considered before making a commitment. Use it to compare different properties and secure the best fit for your operational needs.

This checklist facilitates a comprehensive analysis of a potential manufacturing partner or supplier, helping businesses in Southern Africa conduct thorough due diligence. It covers various operational, financial, and compliance aspects to ensure a well-informed decision.

This checklist sample format provides a structured guide for businesses to track and manage their response to a Request for Proposal (RFP), ensuring all requirements are addressed efficiently. It is designed to be used when preparing a formal bid for projects or services.

This checklist helps buyers and sellers critically evaluate potential "what if" scenarios during the sale of a business, ensuring all contingencies are considered for a smoother transaction. It aids in proactive risk management and negotiation.

This checklist assists potential buyers in evaluating a business for acquisition. It covers key areas of due diligence to ensure a comprehensive assessment.

Phase I ESA-style environmental diligence checklist for real estate transactions.

This checklist assists businesses in Southern Africa with the crucial process of choosing and securing a suitable domain name, covering key considerations from branding to legal compliance. It should be used before registering a new domain.

This template provides a formal Board Resolution for the approval of acquiring business assets, suitable for recording the decision-making process and satisfying corporate governance requirements.

This template is a formal resolution passed by the shareholders of a company to approve its voluntary dissolution. It should be used when shareholders have decided to wind down the company’s operations and legally terminate its existence.

This worksheet provides a structured framework for assessing potential commercial real estate investments. It guides users through key financial, market, and property-specific considerations to facilitate informed decision-making.

This template outlines key strategic considerations for Small and Medium-sized Enterprises (SMEs) in Africa when selecting a business partner, helping to ensure a robust and mutually beneficial partnership. It is useful for initial evaluations before engaging in detailed due diligence.

This template is a simplified Purchase Agreement for the procurement of goods or services. It is designed for straightforward transactions where a comprehensive, lengthy contract is not required, making it suitable for small to medium-sized enterprises (SMEs) in Southern Africa.

This Market Opportunity Analysis template provides a structured framework for evaluating new market opportunities. It is designed for businesses looking to understand market attractiveness, competitive landscape, and potential for success before committing resources.

This template provides a formal option for a prospective buyer to purchase a real estate property, outlining the terms and conditions under which the option can be exercised. It is used when a buyer wants to secure the right to purchase a property within a specific timeframe without immediate commitment.

This worksheet provides a structured framework for evaluating the viability and potential of a new product or service. It guides businesses through key considerations from concept to market entry, ensuring thorough due diligence.

This SWOT Analysis template helps businesses evaluate their Strengths, Weaknesses, Opportunities, and Threats to inform strategic planning and decision-making.