Our startup was acquired by a unicorn in 2023. Looking back, there are so many lessons I wish I’d known earlier—so I wrote them all down in this playbook (link), hoping it helps someone else avoid the hard parts. If you're thinking about selling your startup, start there.

If you already red the playbook find below the tools you are looking for.

The M&A Toolkit I Wish I Had

Exiting your company is one of the most high-stakes, high-emotion processes a founder can go through—and no one really prepares you for it. You’re juggling negotiations, legal complexity, due diligence, team dynamics, and a hundred unknowns… all while still running the business.

That’s exactly why I created the playbook (link) and the following toolkit. These are the real spreadsheets and documents I used when we got acquired—battle-tested, founder-friendly, and ready to help you move faster with more confidence. They’re also referenced throughout the full M&A playbook, so you can see how each one fits into the process from start to close.

Whether you’re just starting to explore the idea of selling or already deep in conversations, these tools will help you stay organized, protect your company, and avoid costly rookie mistakes.

If you're selling your startup, don’t start from scratch. This toolkit includes the exact battle-tested templates I used—and that are referenced throughout the playbook—to guide you through the process:

• 📋 A Due Diligence Checklist—with a light version for early-stage startups and a detailed one for larger acquisitions so that you are ready

• ✅ A ready-to-use M&A Spreadsheet to find and track acquirers

• 🔒 A M&A NDA Template to protect sensitive info

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