Overview

This is a Letter of Intent template, provided by CFI, to help you create a professional and effective letter of intent for your business.

A letter of intent is used to state and outline certain conditions and comes before a binding or definitive agreement, which could be a share purchase agreement or an asset purchase agreement. These conditions might be used for a potential merger or acquisition (M&A) or for an investment into a business. Additionally, it could be used for a business or independent contractor who may be about to provide a service to another company. This template letter is ready to use (after updating it) and includes a number of the key features that letters of intent are accustomed to having:
    • The overview and structure of the future transaction to be made
    • The timeline following the letter, containing information on the service
    • Due diligence information
    • Confidentiality
    • Exclusivity
Although non-binding on the whole, there are binding elements, such as non-disclosure, exclusivity, and governing law. The letter should contain as much information about the project as needed, for example, payments, service quality, and duties. To access more useful tools and templates, please visit CFI's channel page. If you have any questions relating to the Letter of Intent template, do not hesitate to start a discussion below.  

How to Edit the Letter of Intent Template

While this LOI template is a great starting point, it will require some editing and customization to fit your own specific use-case. Start by downloading the Word document, read through the example, write down bullet point notes about all of the information for your transaction, and then re-write the Letter of Intent template. Additionally, always be sure to consult a professional advisor before making any offers or entering into any legal agreements. To learn more about M&A transactions (and LOIs) check out CFI's M&A Financial Modeling Course.  

This business tool includes 1 Word Template

Share
Reviews Add a review
Avatar
Jarinder
Avatar
Ray Zhang

A simple starting point for a Letter of Intent

More From Corporate Finance Institute®

Browse our top rated business templates. See All
REIT Financial Model Template
33
0
This REIT financial model template acts as a guideline for modeling a real estate investment trust (REIT). This model will…
Energy Industry Comps Template Energy Industry Comps Template
953
58
This energy industry comps template provides a guideline and example of what a comparables universe would look like for a…
Financial Institution Dividend Discount Model
1,553
70
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Loan Payment Calculator
1,227
0
The loan payment calculator allows users to determine the principal and interest payment each month until the full balance of…
DDM - Excel Dividend Discount Model Template
1,358
95
The dividend discount model template allows investors to value a company base on future dividend payments. This is based on…
Non-directional trading strategy template Non-directional Trading Strategies Template
1,155
0
The non-directional trading strategies template allow users to determine the profit when buying options. This template focuses on non-directional strategies…
See All