NiklasJames.com

Google Doc for Q&A w/ Seller

When dealing with sellers, create a Google Doc with a Q&A (your questions & their answers).

I use black text for my questions and blue text for the answers I receive. I type it out long form and with maximum detail.

If the seller is tech-savvy, you might give them access to the Google Doc so that they can write their own answers.

Then, ask your seller to review the Q&A on a regular basis to ensure you've captured their answers with accuracy and nuance. This is a great way to gather all your seller diligence in one place.

Pro tip: have them sign the Google Doc as a rep & warranty exhibit to be attached to the Purchase Agreement (note: most attorneys will advise them against doing this).

About the author

Hi, Niklas here 🙂📝

This is my journey as an independent sponsor & equity investor.

I publish tactical insights for deal-by-deal private equity.

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