THE TEMPLATE VAULT
Stop starting with a blank page. Get 46 editable resources to organise your numbers, reduce owner dependency and prepare for buyer conversations, diligence and completion.
$27 · one-off payment
Instant access in your Exit Mode account after payment. Sign into Google to make your own template copies.
8 resources
Build consistent financial summaries, EBITDA adjustments, working-capital records, KPI reporting and budgets.
8 resources
Find owner dependencies, document processes and handovers, assign decision rights and turn priorities into a plan.
9 resources
Organise the data room, prepare your teaser, IM and presentation, and maintain contract, IP and customer registers.
10 resources
Research buyers, track conversations, prepare outreach and calls, and compare and engage advisers.
10 resources
Compare offers, track diligence, model proceeds and earn-outs, prepare disclosures and coordinate completion.
1 getting-started resource
Make your own master sheet, choose your current stage and work on the next useful outcome. You do not need to complete every template at once.
The Template Vault is an editable document library for business sale preparation. Use it to organise financial evidence, assign responsibilities, prepare buyer materials and track diligence. It gives you working files, not a valuation opinion or an adviser-led sale process.
Best if you want editable documents and spreadsheets you can work on with your team. Choose the Toolkit for interactive tools and deal research, or the Academy for a structured course. Legal drafts require qualified review before use.
The library has 24 Google Sheets, 21 Google Docs and one Google Slides presentation, plus a linked PDF guide and master sheet. You need a Google account to make and edit your own copies.
No. It is a document and spreadsheet library. The Academy is the course; the Toolkit is the separate collection of interactive tools and research resources. The live Sector Multiples tool is not included in a standalone Vault purchase.
Keep business information in your own private copies and control access to those copies. Do not put confidential business data in a publicly shared template. Review permissions before inviting colleagues or advisers.
Treat legal drafts as preparation starting points, not transaction-ready advice. UK drafts use an England and Wales basis; US drafts need state-specific adaptation. Ask a qualified adviser to review the documents for your circumstances.
These are editable preparation templates, not a course or an adviser service. Legal drafts are starting points for qualified professional review; UK drafts use an England and Wales basis and US drafts need state-specific adaptation. Obtain relevant legal, tax and financial advice before using them in a transaction.
The live Sector Multiples tool is part of the separate Exit Mode Toolkit and is not included in this Vault.
