The transaction process - a generic template

Over many years, I have developed a simple Microsoft Excel template to support a transaction process. Transaction types included a merger or aquisition, IPO’s or private equity capital raising. This template is a starting point and needs to be customised to meet the unique requirements of each company and the specific transaction being pursued. To download the template, click on Transaction process template .This template is part of a series of templates used in a transaction process. It complements my previous post Financial forecast model: A Microsoft Excel template could become an Open Source project

I will contribute the other templates as time permits. The business plan template and Investor presentation templates are still to be posted.

Please review all the available templates by selecting the Templates category .

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About the Author

Marcus Cake

Marcus Cake is passionate about applying online social network concepts to transform financial markets and economic development. Please see the Summary page or Overview presentation. Marcus's primary project at Marcuscake.com is the launch of a public online industry network for the equity market . He is also keen to make a contribution, share knowledge and highlight other opportunities to apply online social networking elements including E-democracy, climate stability. Marcus Cake has 14 years experience as a venture capitalist, technology investment banker (mergers and acquisitions) and as a software entrepreneur. Please see Marcus Cake's profile. Profile (detailed) | Linkedin profile | Projects | Opportunities | What we do? Contact details | Projects | Opportunities! | My map location | Calendar (free,busy,location) | Videos (public,favourite,IPhone) | Presentations (private/public/favourite) | Twitter broadcasts

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