Proposal for the Acquisition
Proposal for the Acquisition of
Sample Industries, Inc.
Prepared for:
Timothy Jones, CEO
ABC Actuarial, Inc.
Prepared by:
John Smith, CPA
ACME Valuation Services, LLP
500 North Michigan, Ave.
Chicago, IL 60600
The information contained herein is of a confidential nature and is intended for the exclusive use of the persons or firm for whom it was prepared. Reproduction, publication or dissemination of all or portions hereof may not be made without prior approval from ACME Valuation Services, LLP.
This sample acquisition proposal was generated using Buy-Out Plan® and the Financial Report Builder™.
For more information call MoneySoft at (800) 966-7797. Note: this footer is fully customizable.
How This Report Was Generated
This report is a sample of the type of comprehensive acquisition proposal that you can quickly create with
MoneySoft’s Buy-Out Plan® and Financial Report Builder™ enhancement. Buy-Out Plan was used to analyze the target company, determine purchase price and terms, and structure a workable financing plan.
The Financial Report Builder was then used to automatically create and format the acquisition proposal as a
Microsoft Word document!
If this were a “live case,” descriptive text would be added about the company, its markets, management and staffing, capabilities and operations, developing trends, and future prospects of the company. In addition, the rationale for assumptions, potential synergies, changes to be made after the sale, capabilities of the buyer, and a discussion of the strengths, weaknesses, opportunities and threats (risks) involved in the proposed transaction could also be included in the presentation.
An Overview of the Scenario
In this sample case, the buyer is an investment group that has adopted a vertical build-and-hold strategy. The target company is profitable, stable, fits well into the buyer’s strategic portfolio and offers much needed productive capacity. The Sellers are asking for
Sample Industries, Inc.
Prepared for:
Timothy Jones, CEO
ABC Actuarial, Inc.
Prepared by:
John Smith, CPA
ACME Valuation Services, LLP
500 North Michigan, Ave.
Chicago, IL 60600
The information contained herein is of a confidential nature and is intended for the exclusive use of the persons or firm for whom it was prepared. Reproduction, publication or dissemination of all or portions hereof may not be made without prior approval from ACME Valuation Services, LLP.
This sample acquisition proposal was generated using Buy-Out Plan® and the Financial Report Builder™.
For more information call MoneySoft at (800) 966-7797. Note: this footer is fully customizable.
How This Report Was Generated
This report is a sample of the type of comprehensive acquisition proposal that you can quickly create with
MoneySoft’s Buy-Out Plan® and Financial Report Builder™ enhancement. Buy-Out Plan was used to analyze the target company, determine purchase price and terms, and structure a workable financing plan.
The Financial Report Builder was then used to automatically create and format the acquisition proposal as a
Microsoft Word document!
If this were a “live case,” descriptive text would be added about the company, its markets, management and staffing, capabilities and operations, developing trends, and future prospects of the company. In addition, the rationale for assumptions, potential synergies, changes to be made after the sale, capabilities of the buyer, and a discussion of the strengths, weaknesses, opportunities and threats (risks) involved in the proposed transaction could also be included in the presentation.
An Overview of the Scenario
In this sample case, the buyer is an investment group that has adopted a vertical build-and-hold strategy. The target company is profitable, stable, fits well into the buyer’s strategic portfolio and offers much needed productive capacity. The Sellers are asking for