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Templates

Practical tools to prepare sellers, protect momentum, and reduce deal friction.

Download All Templates (.zip) Includes all 5 editable, non-binding templates.
IOI / Deal Structure Summary
First-step alignment template
Prioritized Diligence Request List
Clear staged expectations
Seller Readiness Checklist
Qualifies seriousness + preparedness
Post-Close Transition Roadmap
Clarity beyond closing
GH
Goldmont Assistant
Questions on valuations, deals, or Goldmont?
Goldmont Assistant
Welcome. I can answer questions about Goldmont Holdings, valuations, deal structure, and our acquisition process. How can I help?
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