Communication Templates
Professionally written starting points — every template is editable.
Initial Buyer Response
Thank you for your interest in {{company}}. Attached please find our Confidential Information Memorandum following execution of the enclosed NDA.
Request Financial Statements
To advance diligence on {{company}}, please provide trailing-12 P&L, balance sheet, and tax returns for the past three fiscal years.
Request Due Diligence Documents
Per our diligence checklist, the following items remain outstanding: ...
Attorney Follow-up
Counsel, following our call, we have circulated the revised APA reflecting agreed changes to §7.4 and §9.2.
Seller Status Update
I wanted to provide a brief update on activity since our last conversation: ...
Buyer Status Update
Here is the current status of items pending on your side: ...
Meeting Confirmation
Confirming our meeting on {{date}} at {{time}}. Agenda below.
Thank You
Thank you for the time you took today. I appreciate the candor of our discussion.
Closing Congratulations
Congratulations on a successful closing. It has been a privilege to represent you.
Document Request
To keep diligence on schedule, please provide the following documents at your earliest convenience: ...
NDA Follow-up
Following up on the NDA circulated on {{date}} — please let me know if any revisions are required.