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Templates library

The documents a deal needs, and what each one is for.

Every Synerger workspace comes with a library of templates and playbooks, from the NDA to the 100 day plan. They sit inside workspaces and engagements, so each one is edited alongside the deal it belongs to.

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IndexTemplates
17 documents ยท 4 folders

The register

Indexed like a data room, folder by folder.

Each entry says what the document is for, when it is used and what it covers. The templates themselves live inside Synerger workspaces.

Before the deal

Documents that protect confidentiality and record what has been agreed in principle.

  1. Non-disclosure agreement (NDA)

    A confidentiality agreement signed before any sensitive information about the business is shared with a buyer, investor or adviser.

    WhenBefore the teaser turns into real numbers, and before anyone sees the data room.

    NDA basics before you share deal information
    • What counts as confidential information
    • Who may see it, including the other side's advisers
    • A non-solicitation clause for employees and customers
    • Return or destruction of documents if talks end
    • How long the duty lasts

  2. Letter of intent for an equity deal

    A short letter that records the main terms for buying or investing in shares, before diligence and the full agreements.

    WhenWhen both sides agree on price range and structure and want to start diligence.

    Letter of intent or term sheet: what to agree first
    • Price or valuation range and how it may be adjusted
    • Stake being bought and the main shareholder rights
    • Conditions before closing
    • Exclusivity period and costs
    • Which parts are binding and which are not

  3. Letter of intent for an asset acquisition

    The same first step, written for a deal where the buyer takes specific assets, contracts and people, and the shares stay with the seller.

    WhenWhen the buyer wants the plant, a product line or a brand but not the company that owns it.

    Asset sale or share sale: which should you choose?
    • The assets, contracts and employees in scope
    • Liabilities that stay with the seller
    • Price and how it is split across assets
    • Transfer of licences and consents
    • Exclusivity and timetable

  4. Heads of terms

    A fuller summary of agreed commercial points, often used where the deal is more complex or where several parties are involved.

    WhenAfter the first round of diligence, when the lawyers need a clear brief for the definitive agreements.

    • Price, payment schedule and any earn-out
    • Warranties and indemnities in outline
    • Management roles after closing
    • Key conditions and approvals
    • Governing law and dispute resolution

  5. Exclusivity agreement

    A short agreement in which the seller agrees not to talk to other buyers for a set period while the buyer does diligence.

    WhenWhen the buyer is about to spend real money on diligence and advisers.

    • Length of the exclusive period
    • What the seller may and may not do
    • When exclusivity ends early
    • Any cost sharing if the seller breaks it

Agreements

The definitive agreements and the structures and models behind them.

  1. Share purchase agreement (SPA)

    The main agreement for buying shares in a company: price, conditions, warranties, indemnities and what happens at closing.

    WhenAfter diligence, when findings have been turned into terms.

    Warranties and indemnities in Indian deals
    • Sale and purchase of the shares and the price mechanism
    • Conditions precedent and the steps at closing
    • Warranties, limits on claims and indemnities
    • Conduct of the business between signing and closing
    • Termination and dispute resolution

  2. Asset purchase agreement

    The main agreement for buying assets and contracts, listing exactly what transfers and what stays behind.

    WhenFor asset deals and slump sales, after diligence and tax advice on the structure.

    Asset sale or share sale: which should you choose?
    • Schedules of assets, contracts and employees
    • Excluded assets and liabilities
    • Transfer of licences, consents and contracts
    • Price allocation and the tax points it raises
    • Warranties and indemnities

  3. Material adverse change (MAC) clauses

    Sample clauses that let a buyer walk away or renegotiate if something seriously damages the business between signing and closing.

    WhenWhen there is a gap between signing and closing, for approvals or financing.

    • How a material adverse change is defined
    • Common carve outs, such as general market conditions
    • What the buyer can do if one happens
    • How the clause interacts with warranties

  4. Deal structure templates

    Worked layouts for common structures: full share sale, minority stake, asset purchase, slump sale and staged acquisition.

    WhenEarly, to compare structures before the letter of intent.

    • Who pays what to whom, and when
    • Main tax and stamp duty points to check
    • Approvals each structure may need
    • Effect on employees and contracts

  5. Valuation models

    Spreadsheet models for discounted cash flow, comparable companies and precedent transactions, with notes on assumptions.

    WhenBefore you name a price, and again when diligence changes the numbers.

    How a business is valued: DCF, comparables and precedent deals
    • DCF with explicit assumptions
    • Comparable company and transaction multiples
    • Bridge from enterprise value to equity value
    • Sensitivity tables

Diligence checklists

Request lists by area, ready to become a tracker with owners and dates.

  1. Financial diligence checklist

    The request list a buyer's CA works through: accounts, reconciliations, debt, working capital and quality of earnings.

    WhenAt the start of diligence, adjusted to the size of the business.

    What a quality of earnings review looks at
    • Audited accounts and monthly management accounts
    • Reconciliation of books to GST returns and bank statements
    • Debt, guarantees and contingent liabilities
    • Working capital by month
    • Related party transactions

  3. Operational diligence checklist

    Plants, suppliers, customers, systems and how the business actually runs day to day.

    WhenWhen the buyer's operations or plant team joins diligence.

    • Plant, capacity and maintenance
    • Key suppliers and customers
    • IT systems and data
    • Quality and safety records

  4. HR diligence checklist

    People, payroll and labour compliance: who works there, on what terms, and what is owed to them.

    WhenAlongside financial diligence, and before any announcement to staff.

    Employee transfer in a deal
    • Headcount, contracts and key people
    • PF, ESI and gratuity reconciliation
    • Contract labour and consultants
    • ESOPs and incentive schemes
    • Disputes and grievances

After closing

Plans and drafts for Day One, the first hundred days and the first board pack.

  1. 100 day integration plan

    A plan for Day One and the first hundred days, by workstream, with owners, dates and risks.

    WhenDrafted before signing, run from the day of closing.

    The first hundred days after the deal
    • Day One checklist: bank, payroll, customers, staff
    • Workstreams with owners and milestones
    • Risk register and weekly review
    • Year two goals

  2. Press release and announcement kit

    Drafts for the people who need to hear about the deal: staff, customers, suppliers, banks and, where needed, the press.

    WhenPrepared before closing, released on Day One in an agreed order.

    A Day One checklist after an acquisition
    • Staff letter and town hall notes
    • Customer and supplier letters
    • Short press release
    • Questions and answers for managers

  3. Revenue projection templates

    Templates for projecting revenue by customer, product and channel, used for valuation, earn-outs and the first board pack.

    WhenBefore the deal for valuation, and after it to track the plan.

    Post deal reporting and the first board pack
    • Revenue by customer and product
    • Price and volume assumptions
    • Scenarios for earn-out targets
    • Monthly tracking against plan

Templates are general starting points. Every agreement should be drafted or reviewed by your lawyer, and tax points confirmed with your CA.

Inside Synerger

Templates become working records.

Start an NDA from the template and track who has signed it. Turn a checklist into a request list with owners and dates. Copy last deal's 100 day plan and change what differs. The template is the start; the record of the deal is what you keep.

SynergerTemplate libraryAK

Template library

TemplateStageTypeLast reviewedStatus
Mutual NDAFirst callLegalAug 2026Approved
LOI, equity acquisitionOfferLegalJul 2026Approved
Heads of termsOfferLegalJul 2026In review
DCF valuation modelValuationModelSep 2026Approved
Revenue projection, SaaSFundraiseModelSep 2026Draft
HR diligence checklistDiligenceChecklistJun 2026Approved
Representative screen with sample data. Client screens stay private.

Next step

Start from the template. Keep the record of the deal.

Book a call and we will set up a workspace with the library ready, or log in if your team already has one.

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