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 .










