Don’t wait until due diligence to find out what’s missing. Our FREE Exec Ops File Vault contains the exact kinds of documents buyers, investors, and deal lawyers look for when evaluating a business for sale.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Charter document filed with the state to legally form a corporation and establish its basic structure.
Template stock certificate showing how company shares are formally issued to stockholders.
Internal governance rules describing how the corporation operates, including board and stockholder procedures.
Template form used to record and notify stockholders of newly issued shares.
Agreement governing founder or employee stock purchases, including restrictions, repurchase rights, and vesting.
The first formal action of the board approving bylaws, officers, stock issuances, and other organizational matters.
Official certificate from the state confirming the company is current on filings and franchise taxes.
Template operating agreement for a limited liability company, setting ownership, management, and distribution rules.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Income statement template summarizing revenue, expenses, and net income over a given period.
Template balance sheet showing assets, liabilities, and equity at a specific point in time.
Template statement showing inflows and outflows of cash from operations, investing, and financing activities.
Example capitalization table showing ownership breakdown across founders, investors, and option pool.
Checklist tool for tracking required financing documents, equity issuances, and debt obligations in diligence.
Checklist of supporting financial records such as bank statements, AR/AP reports, payroll data, and tax filings.
Tool combining financial reporting templates with KPI tracking to streamline updates for management and investors.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Guide summarizing the types of tax filings and returns investors and lenders typically expect to review in diligence.
Redacted IRS EIN confirmation letter showing assignment of the company’s federal tax ID number.
IRS Form 8822 template for notifying the IRS of a change in business address.
IRS Form 8821 template authorizing a third party to receive tax information on behalf of the company.
IRS 83(b) election packet and instructions for founders receiving restricted stock, enabling favorable tax treatment.
IRS election form allowing a small business corporation to elect S-corp status for federal tax purposes.
IRS Form 1099-NEC template used to report compensation paid to independent contractors.
Info sheet summarizing franchise tax and annual filing requirements for Delaware, Texas, New York, California, Florida, and Nevada.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Info sheet explaining the four main types of intellectual property: trademarks, copyrights, patents, and trade secrets.
Excel tool tracking trademarks, copyrights, patents, domains, and trade secrets with filing details and status.
Redacted example of a U.S. copyright registration certificate for software or creative works.
Redacted example of a U.S. trademark registration certificate showing brand ownership.
Template confirmatory assignment agreement for contractors, transferring IP rights to the company.
Template mutual confidentiality and non-disclosure agreement for protecting sensitive company information.
Employee IP and confidentiality agreement ensuring work product belongs to the company.
Template agreement requiring founders to assign inventions to the company and maintain confidentiality of proprietary information.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Template employment agreement setting out role, compensation, benefits, and key employment terms for a new hire.
Template agreement defining scope, payment terms, and IP ownership for independent contractors or consultants.
Step-by-step checklist covering legal documents, hardware, software, accounts, and training for new hires.
Template offer letter outlining position, compensation, start date, and basic terms of employment.
Template describing employee benefits such as health, retirement, and paid time off.
Redacted example of U.S. Form I-9 used to verify identity and employment authorization of employees.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Info sheet guiding founders on identifying and organizing material contracts for diligence.
Template master services agreement with attached statement of work for client engagements.
Redacted example of a commercial office lease showing typical landlord/tenant obligations.
Template end-user software license agreement (EULA) with usage rights, restrictions, and disclaimers.
Template contract governing the sale of goods, written with seller-favorable terms.
Template website privacy policy compliant with CCPA/CPRA covering data rights and company practices.
Template terms of use for websites outlining acceptable use, liability limits, and user obligations.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Redacted certificate of insurance illustrating proof of coverage levels across key policies.
Folder overview describing the importance of insurance and licenses in managing business risk and compliance.
Info sheet summarizing local, state, and federal business license requirements, with examples of when each level may apply.
Folder guide explaining the purpose and contents of this section, with tips for how to use the documents effectively.
Info sheet explaining how M&A and loan documents are used in practice and what investors expect to see in diligence.
Template letter of intent for an acquisition, outlining headline deal terms prior to definitive agreements.
Template M&A teaser disclaimer limiting liability when circulating high-level deal summaries.
Template asset purchase agreement (APA) structured with pro-seller terms, covering reps, covenants, and indemnities.
Template NDA specifically tailored for merger and acquisition discussions.
Template loan and security agreement governing asset-based or revolving credit loans with collateral.
Template promissory note evidencing repayment terms and obligations for a loan.
Template guaranty agreement where a third party guarantees repayment of loan obligations.
Template payoff letter confirming repayment of loan obligations and authorizing lien releases.
Redacted example of a UCC-1 financing statement showing how lenders perfect security interests.
Blank UCC-1 filing form showing required fields for debtor, secured party, and collateral description used to perfect a security interest.
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