business plan template for acquisition

Business Acquisition Plan: What to Include in 2024 (+ Template)

Kison Patel is the Founder and CEO of DealRoom, a Chicago-based diligence management software that uses Agile principles to innovate and modernize the finance industry. As a former M&A advisor with over a decade of experience, Kison developed DealRoom after seeing first hand a number of deep-seated, industry-wide structural issues and inefficiencies.

A business acquisition plan is an important component of planning for an M&A transaction, regardless of whether you require external financing. A solid business acquisition plan should lay out the rationale for the investment, and how it will add value for the entity. In this article, FirmRoom takes a closer look at how these documents should be crafted.

Understanding Business Acquisition Plan

A business acquisition plan is a strategy document, which serves the purpose of a business plan for an M&A transaction.

It outlines the motives behind a transaction, profiles of the companies involved in the transaction, how the transaction will generate value for the entity which is driving it, how the two companies will be integrated, and how the merged company (or simply acquired company in the case of an investment firm acquiring a company) is expected to perform.

Reasons to Have a Business Acquisition Plan

An acquisition plan provides its users with a roadmap to making the transaction a success. Even before the transaction is initiated, it acts as a reminder to the sponsors, what they’re looking for, why they’re looking for it, and how they’re going to ensure that the transaction is a success.

In general terms, the reasons to have a business acquisition plan are:

Strategic alignment

The overriding goal of a business acquisition plan, as the opening text alludes to, is strategic alignment: ensuring that those undertaking the deal, for lack of a better expression, ‘stick to the plan’, around the motives and means for making the deal a success.

Valuation and pricing

The plan should include strategies and methodologies for valuing the target company. It should guide the deal participants on how to determine a fair value for the target, assess synergies, and estimate future financial returns. It also sets a limit on how much the company can extend itself financially for a deal to occur.

Financing and resource allocation

Financing (sources and uses of funds) is just one part of the resource allocation conundrum. The business acquisition plan also outlines the working capital needs, who works where, how expenditures are going to shift, what capital assets are required, and more.

Business Acquisition Plan Template

The insight that FirmRoom has gained from working with hundreds of companies on thousands of transaction, have been collated in a business acquisition plan template.

This provides a detailed roadmap of what should be included in an effective business acquisition plan, ensuring that its users have everything in place for the conclusion of a successful transaction.

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Creating a Business Acquisition Plan Step-by-Step

While developing a business acquisition plan is recommended, having an ineffective acquisition plan is worse than having none at all.

The document has to be watertight, creating no doubt in the reader’s mind about the benefits of an acquisition.

A strong business acquisition plan should make the reader think that it makes far more sense to go ahead with the transaction than for the company to continue in the status quo.

That being said, the following should only be seen as a rough step-by-step guide to putting together a business acquisition plan:

Strategy development

Best practice:

• Identify where the company wants to be in each of the next five years, possibly on a month-by-month basis, and how it plans to get there. See here for example.
• Identify the key performance indicators that need to be tracked to ensure that the company meets these objectives.
• Based on both of the above, ask whether an acquisition is a crucial part of the company achieving those objectives, before moving forward.

Identifying and evaluating target companies

• Understand where the companies that fit into the strategy will be found , and be thorough and objective in the search for them.
• Be realistic about the companies that can be acquired/merged with, including valuations ,  so as not to waste resources for other companies and your own.
• Remember that just because a company is the only one that’s available, it doesn’t mean that a transaction is a good idea.

Due Diligence

• Use technology ; any M&A practitioner that decides against using a sound technology platform for due diligence is doomed to failure.
• Adopt a mindset where due diligence is considered an investment in the acquisition, rather than a cost to your own company;
• Do not fall for the M&A acquirer’s fallacy of ‘we’ve come this far, so we can’t go back.’ If due diligence says the deal isn’t right, it isn’t.
• Begin the post-merger integration phase as soon as the deal begins to look like a realistic possibility (something which DealRoom is designed to cater for).

Deal structure and negotiation

• Leverage the findings of due diligence to create a more informed negotiation process.
• Remember that there will be back and forth with the seller, and they can be reasonably expected to overvalue their asset.
• Consider all market outcomes (i.e. downturns, current value of stock vs. future value, etc.) when creating an offer. Avoid irrational exuberance.

Post merger integration (PMI)

• Keep in mind at all times during the PMI phase that this is where most of the value can be generated and lost in a transaction.
• As mentioned, begin the process as soon as possible. If the transaction is visible on the horizon, you need to start thinking about its integration.
• Don’t write this off as a ‘soft’ or unnecessary part of the transaction - it won’t be soft when it impacts on your income statement.

Common mistakes to avoid when writing a business acquisition plan

Despite plenty of advice to the contrary, enthusiastic CXOs often write acquisition plans which fail to avoid the pitfalls.

These are among the most common:

Putting the acquisition before the strategy

The acquisition is part of the overall strategy, not the other way around. Companies that are approached by others about a deal, and then somehow convince themselves that there is a strong rationale for a deal, fall foul to this backwards logic.

Management hubris

M&A is an area ripe with management hubris (take a glance at Google Scholar at all the academic texts that link the two). That means management hubris inevitably finds its way into business acquisition plans. Avoid it at all costs - it’s a highly costly behavioural pattern for companies of all sizes.

Lack of detail

The business acquisition plan is a strategy document, not a marketing one. That is to say, it should break down in a step-by-step fashion how the deal will generate value. The more detailed the better. “Creating an outstanding organization” is great, but writing it in the business acquisition plan won’t add any value.

Business acquisition plan template

A business acquisition plan is a hugely worthwhile document that all M&A practitioners should write in order to discern the value of a transaction and how that value can be extracted. It is the business plan for an M&A transaction.

Get your free template below to receive guidelines on how to create the document and make it work for your transaction.

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Download Free Merger and Acquisition Templates for Business

By Joe Weller | February 15, 2019

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In this article, you’ll find 20 of the most useful merger and acquisition (M&A) templates for business (not legal) use, from planning to valuation to integration. These templates are available for free download in Microsoft Excel, Word, and PowerPoint formats, as well as PDF files.

Free M&A Planning and Strategy Templates

Merger timeline template.

This simple template provides a visual outline for your merger schedule. The timeline separates the phases of a typical merger, with space to list key activities and due dates. You can use this initial schedule throughout the process as a blueprint for your efforts.

Download Merger Timeline Template

Excel  |  Word  |  PDF  | Smartsheet

M&A Project Charter Template

A project charter is a formal narrative document in which you detail your goals, proposed budget, schedule, and responsibilities, as well as the problems you hope to solve with your venture — in this case, a merger or an acquisition. Use the Excel template to outline the planned aspects of the M&A; it will be the blueprint for the final narrative document in Word or PDF.

Download M&A Project Charter Template

Excel  |  Word  |  PDF

Roles and Responsibilities Template

A merger or acquisition will succeed only when everyone understands their roles and responsibilities from the outset. Use this standard roles and responsibilities template to organize team members by project and list their duties at each phase of the merger. Additionally, you can use this template for staffing and retention when you integrate organizations.

Download Roles and Responsibilities Template

Excel  |  Word

M&A Communication Plan Template

Use this template to plan communication for all stakeholders throughout the M&A process. This template includes separate charts for internal and external communications. It has space to list each stakeholder’s power or interest, their key issues, their communication vehicle and point person, their written copy, their frequency of communication, and any additional comments. Planning your communication at the outset — and updating your strategy along the way — can help ensure that both outside stakeholders and current employees stay up to date throughout the implementation process.

Download M&A Communication Plan Template

Excel | Word | PDF

Deliverables Chart Template

This template provides a chart to list each deliverable at every stage of the M&A process, from initiation and valuation through implementation and review. List each deliverable, description, criterion for acceptance, and party responsible, and easily track the status of each item. Built-in child rows allow you to add project phases if your merger or acquisition requires more steps. Refer to this deliverables chart throughout integration to ensure you haven’t missed any details.

Download Deliverables Chart Template

M&A Press Release Template

Available as Word and PDF files, this template provides an outline for formally announcing news of a merger or acquisition. The template includes space for company logo(s), the deal agreement, contact and background information, quotes from executives, and the company boilerplate. But you can add or delete sections to fit the needs of your press release. You can find additional press release templates for business use  here .

Download M&A Press Release Template

Word  |  PDF

Strategic M&A Presentation Template

Use this PowerPoint deck to present the business case for your M&A strategy. The template includes a slide for each phase of the merger or acquisition, with space to detail your intended approach and processes. The final slide enables you to list list strengths, weaknesses, and resources for different aspects of the target company in a pre-built infographic and functions as a high-level capabilities and asset analysis. Showcase your well-researched strategy and plan with this professional M&A proposal template.

‌ ‌ Download Strategic M&A Presentation Template - PowerPoint

Free M&A Valuation and Process Templates

Due diligence template.

Use this template to track and store information about each due diligence item. List all reference information about the item, along with the start and end dates, the party responsible, and the status. Additionally, the built-in Gantt chart allows you to simultaneously track multiple items against your project schedule, so that you can stay on top of every detail and adapt the timeline as needed.

‌ ‌ Download Due Diligence Template - Excel

Synergy and Culture Mapping Exercise

Evaluating company synergy is not only about financials, but also about culture. This template walks you through a culture analysis: Using a scale from 1 to 5, evaluate multiple aspects of a company’s strategic orientation, communication, training and development, planning, teamwork, and other operations categories. This exercise will help you identify differences in the two companies, so you can address them during implementation.

Download Synergy and Culture Mapping Exercise

Merger and LBO Model Valuation

A leveraged buyout (LBO) is a type of transaction in which the acquiring company uses borrowed money — including its own and the target company’s assets and equity — to cover the cost of acquisition. This template provides a step-by-step valuation for an LBO, with sample data to guide your own calculations.

Download Merger and LBO Model Valuation

Excel  | Google Sheets

Discounted Cash Flow Valuation Model

Discounted cash flow (DCF) is a valuation method that you can use to evaluate an investment (in this case, merging with or acquiring a company) based on estimates of its future cash flow. Use this template to find the present value of expected future cash flow by inputting net sales, profit, and other financial information, and follow the calculations to determine the value of the investment.

Download Discounted Cash Flow Valuation Model

Free M&A Integration Templates

Integration issue form.

Issues are bound to come up during integration, and this simple issue form allows you to track these challenges. The chart includes sections for listing a number and a description for the issue, as well as the team member responsible, the date it was reported, the action taken, the priority, and the status. Thus, you can monitor both the issues that arise and the responsiveness of your team throughout the integration process.

Download Integration Issue Form

Excel | Word  | PDF  | Smartsheet

Change Management Process Template

Just like any organizational change, integration requires planning. Use this change management template to outline the processes that will help you integrate the companies’ cultures, finances, roles and responsibilities, and more. This template is formatted like a flow chart, so you can view the entirety of the process schedule.

Download Change Management Process Template

Word  |  PDF  | Smartsheet

Post-Merger Integration Plan

Once you’ve closed the deal, you need to create an integration plan — typically, a lengthy document that outlines the changes facing each department in terms of structure, communication, and culture. Use this template to detail your integration strategy, objectives, resourcing, and execution plan. This template outlines the categories you can include, but you can adapt it to fit your needs.

Download Post-Merger Integration Plan

M&A Integration Scorecard Template

Use this template to evaluate integration 100 days and one year after you close the merger or acquisition. The template includes sections for detailing financial and operational synergies, total cost savings, market and customer synergies, and goals and projections for the coming year. By using a scorecard, you can hold yourself accountable to your initial objectives and take lessons for the future. Download the template in Excel or Word for internal data-gathering or as a PowerPoint slide to present to stakeholders and executives.

Download M&A Integration Scorecard Template

Excel  |  Word  |  PDF  |  PowerPoint

Additional M&A Templates

Startup and small-business financial plan.

The templates in this section are not specific to M&A transactions, but they help in the planning and due diligence phases of the process.

Startups and small businesses face different considerations and constraints than do large corporations. Use this simple Excel template to list costs, loans, and expenses, as well as to identify funding sources. This template functions similarly to a budget plan in that it allows you to track estimated and actual costs, as well as make adjustments along the way.

Download Startup and Small Business Financial Plan

Excel | Smartsheet

Strategic Business Plan

This comprehensive business plan template aids in planning and can function as a communication tool. With space to include company information, research, goals, and risks, this template provides a one-stop shop for managing all of the moving pieces of your business plan.

Download Strategic Business Plan

Excel  |  Smartsheet

Risk Management Plan Template

During the M&A planning phase, you need to identify the risks associated with acquiring or merging with another company. This risk management template includes space for analysis and monitoring, numerical calculations, a risk register, and a list of potential risks. Use this template to identify and monitor risks for the duration of your merger or acquisition.

Download Risk Management Plan Template

Project Lifecycle Plan

Understanding the lifecycle of your project — including the phases of your merger or acquisition — is crucial to planning the scope, resources, roles and responsibilities, and deliverables. This graphic template allows you to visualize your project lifecycle, from analysis and design all the way through implementation and monitoring. Add or delete phases to fit the needs of your endeavor.

Download Project Lifecycle Plan

What Is M&A?

M&A stands for merger and acquisition , a phrase that describes two companies or organizations that combine into one entity. The driving idea behind a merger or acquisition is that the companies together will be stronger, more competitive, or more profitable than they are by themselves.

Though the term M&A is common, mergers and acquisitions are actually two distinct concepts. A merger occurs when two companies of equal size or profitability come together, renounce their individual titles and stock, and continue as one unit. An acquisition occurs when one company (called the acquiring company ) buys another, smaller company (called the acquired or target company ). However, both terms generally refer to the consolidation of assets and liabilities that occurs when two entities combine into one.

Organizations have many reasons to choose M&A, but they essentially boil down to increasing synergy , the idea that when combined, two entities will be more powerful or competitive than they would each be on their own. On the buy side, the acquiring company might want access to certain technologies, resources, position in the market, or talent; on the sell side, the target company may want greater financial or market security.

There is a legal component to any merger or acquisition, but that is outside the scope of this article. Note that the templates provided here are intended for business use, not for lawyers.

Key Terms in M&A

The following is a list of key terms in M&A:

• Asset vs. Stock Sale: In an asset sale, the acquiring company purchases the target company’s assets and liabilities; a stock sale is the purchase of the owner’s shares in a company. There are financial and liability concerns with both options, so be sure to consult legal counsel when deciding which route to pursue.
• Consolidation: In M&A, this refers to the amalgamation of multiple organizations’ financials. Consolidation occurs in both mergers and acquisitions.
• Joint Venture: This term refers to a business entity that is owned and governed by two or more parties.
• Management Acquisition: Also called a management buyout, this is a type of acquisition in which a company’s existing management buys the company from the existing private owners or the parent company.
• Tender Offer: This is a public, open invitation by a prospective acquirer to all shareholders of a publicly traded company. This potential acquirer interfaces directly with the stockholders to facilitate the exchange.

Tips for Executing M&A Strategy

A successful M&A begins with — and relies on — a well-thought-out, well-researched strategy. Planning is vital for both the acquiring and acquired company, as the process is extremely difficult, with substantial data, staff, and money on the line. Plan early and continuously throughout the merger or acquisition, and set expectations for roles and responsibilities early on in the process. Most M&As involve several people, and you need a strategy for who will own each aspect of the transition.

Once you’ve set your strategic plan for merging with or acquiring a company, you must perform due diligence. As outlined above, due diligence includes numerous assessments, from valuation to the analysis of synergy and culture. Think of due diligence as an in-depth, multifaceted way of contextualizing multiple companies. With proper due diligence, you ensure that the merger or acquisition is a good fit. It also confirms that you have the correct tools and adequate resources in place to integrate with minimal disruption to all involved parties.

For an in-depth look at M&A strategies, read this article. Here is a list of quick tips that will help you get started.

• Be patient. Mergers and acquisitions are long-term investments, so treat them as such. Delays will inevitably arise, so stay patient and build in time for unexpected events.
• Build accountability with your team. Train your team to understand that actions have consequences.
• Continually make reviews. Perform ongoing due diligence.
• Perform an independent integration assessment. Any deal can benefit from external help, especially the kind concerning particularly large or complex organizations.
• Understand regulatory and other legal compliance issues before beginning the process. No merger or acquisition will succeed if it doesn’t meet legal standards. Consult legal counsel early in the process, so you can be sure you’re doing everything properly from the outset.
• Don’t take the first offer. Sell-side parties should get multiple bids to discover their worth, and they shouldn’t be afraid to bargain if necessary.
• Perform valuation systematically. The more you plan strategically, the less likely you are to suffer from information overload as you move through valuation and due diligence. Understand what information you need to obtain (and how you’ll obtain it) before jumping into analysis.
• Create a transition plan. Even after you close the deal, you still have work to do. Create a transition plan to manage the organizational changes that both parties will undergo, clarify staff retention and responsibilities, and monitor integration over time.

Phases of M&A

Typically, mergers and acquisitions follow a similar process that includes the following general phases:

• Planning: Planning includes elements ranging from strategy, initial research, and investor pitching to communication plans and timelines. Thorough planning is crucial to any successful M&A.
• Valuation: This phase entails several specific and highly detailed steps, including financial valuation, culture and synergy mapping, and due diligence. Acquiring companies can use several different techniques to evaluate an organization’s profitability or holdings; many opt to hire outside counsel to perform these analyses.
• Integration: Once you’ve signed the deal, it’s time to integrate the two business entities. Successful integration requires planning for organizational structure, finances, roles and responsibilities, culture, and much more. Be sure to monitor integration over time and strive to continually improve.

For a step-by-step walkthrough of M&A processes, read this article.

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How to Write a Business Plan for an Acquisition

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How to Write a Business Plan Outline

How to amend the business name on a court document, how to overcome corporate cultural issues in mergers & acquisitions.

• How to Write a Wedding Planning Business Plan
• Step-Ups in Valuation of Assets for a Newly Acquired Business

Many considerations come with a business acquisition. Not only do you have to consider the cost of the purchase, you have to consider how your business will integrate the newly purchased assets and utilize, or relieve, the employees that come along with the business. The business plan takes these and other acquisition considerations, along with their pros and cons, and organizes them into reusable research and analysis.

Create the business description for your business plan. List the legal business description of your business and indicate that your business is acquiring a business. Provide a detailed account of that business’ history, including staff size, location, legal business description and financial history. Identify the business’ short- and long-term goals and projections.

Create your business plan’s staffing section. List the managers and staff required to complete the business’ operations in a timely and efficient manner. Explain the functions of each manager and identify each of your business’ departments.

Identify the number of acquired employees and show how those employees will be integrated into the business. List the costs of all employment aspects, including costs, such as payroll, training, benefits and severance packages. Create an organizational chart to show the chain of command.

List the location of your business, as well as the locations of any acquired property. Explain how the properties are utilized by the business, as well as the costs for each. Include items such as zoning compliance fees, utilities and taxes in your expense list.

Show if the properties are owned, leased or rented. Address which properties will be retained and which will be released. Determine how your business will utilize the equipment and inventory acquired during the acquisition. Explain the steps that your business will use to control its losses and increase its assets.

Identify the external threats and opportunities that accompany the business acquisition. Look at areas such as customer demands, government regulation and industry competition. Research the identified areas thoroughly. Develop strategies to overcome the threats that accompany the acquisition and ascertain how your company will take advantage of its underlying opportunities.

Identify the products and services that your business will focus on after the acquisition. Categorize the original products and services against the newly acquired ones. Show and explain the costs and procedures of implementing the change requirements and merging the businesses. Identify any newly created products that result from the merge of company resources and identify any new equipment or inventory that will be required.

Identify the target market for your business. Explain how this market has changed as a result of the acquisition. Differentiate the market by separating it into categories of original, acquired and new markets. Address each category separately. Ascertain how your business will maintain its original customer base, and welcome its acquired and new customers.

Create financial statements for your business acquisition. Include personal financial statements for each owner of the business. Provide a balance sheet, income statement and cash flow statement for the business at a point just after the acquisition. Use realistic figures and assumptions when forecasting the business. Include complete financial statements for your original business and acquired business, for the past three years, to support and justify your forecasts.

Use the executive summary to introduce your business, along with the new products and services that result from the acquisition. Highlight your company’s various target markets and briefly review the trends within the industry. Review the reasons for the acquisition and explain how the acquisition will make your company stronger. Limit the executive summary to no more than three pages.

Include a copy of the acquisition contract in the appendix of your business plan, along with supporting documents, such as lease agreements, warranties and building appraisals. Begin the appendix with a content page. Label the documents accordingly and place the appendix at the end of your business plan.

• MasterCard International: The Plan

Writing professionally since 2004, Charmayne Smith focuses on corporate materials such as training manuals, business plans, grant applications and technical manuals. Smith's articles have appeared in the "Houston Chronicle" and on various websites, drawing on her extensive experience in corporate management and property/casualty insurance.

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Business Plan for Buying an Existing Business

OCT.18, 2023

Buying an existing business is a great way to enter a new market, expand your product or service offerings, or leverage the seller’s existing customer base and brand recognition. However, before making an offer, you need a clear and realistic acquisition business plan for running and growing the business post-acquisition.

A business plan for buying an existing business is a document that outlines your vision, goals, strategies, and financial projections for the business you want to buy. It is similar to a regular business plan but also includes information about the seller’s business history, performance, strengths, weaknesses, opportunities, and threats. 

A business plan for buying an existing business via franchise business planning services helps you to:

• Evaluate the feasibility and profitability of the deal
• Negotiate the best price and terms with the seller
• Secure financing from lenders or investors
• Manage the transition and integration process smoothly

What to Include In an Acquisition Business Plan?

A business plan for purchasing an existing business should cover all the essential aspects of running and growing a business, such as:

• Executive summary
• Company overview
• Industry analysis
• Marketing plan
• Operations plan
• Organization and management
• Financial plan

Why Do You Need a Business Plan Sample for Buying an Existing Business?

A business plan sample can help you write a business plan for buying an existing business by providing a template and examples of how to structure and present your information. A business plan for buying an existing small business can also inspire you with ideas and insights on improving or innovating the existing business.

To help you get started with writing your acquisition business plan template for buying an existing business, we have created a sample based on buying a restaurant for you.

Executive Summary

We are XYZ Restaurant Group, a company that owns and operates several successful restaurants in New York City. We seek to acquire ABC Restaurant, a well-established and popular Italian restaurant in Brooklyn, New York.

For over two decades, ABC has been a mainstay in the community, earning devoted regulars and renown for top-notch cuisine and hospitality. This 100-seat eatery runs at full capacity for lunch and dinner daily. Raking in $1.2 million yearly with $150,000 left over after expenses, ABC shows no signs of slowing down after its longstanding prosperity.

ABC Restaurant is an excellent opportunity to expand our portfolio and enter a new market. We have identified several areas where we can add value and improve the performance of the restaurant, such as:

• Updating menu and dishes
• Enhancing online presence and marketing
• Renovating interior/exterior
• Hiring and training new staff

We estimate the total cost of acquiring and improving ABC will be $500,000. We project that ABC will generate an annual revenue of $1.5 million and a net profit of $200,000 in the first year after the acquisition and grow by 10% annually.

Company Overview

XYZ Restaurant Group owns and whips up several nifty eats-places in the Big Apple. We’re crackerjack at serving out first-rate delicious eats from all over the world, like Mexican, Thai, Indian, and Mediterranean. Folks rave about our mouthwatering chow, friendly service, cozy mood, and fair coin.

Our mission is to dish up a memorable dining experience that delights taste buds and beats hopes. Our vision is to become top cook in the USA, with a diverse and brainy bill of fare for different chowhounds. We value being the cat’s meow, passionate, upright, diverse, and keeping customers cheerful.

We aim to acquire ABC, a swell and popular Italian hub in Brooklyn. ABC has loyal eaters and a dynamite food and service name. We want to buy ABC because it has a potential for growth and bankroll.

Industry Analysis

The restaurant industry in the USA is a large and diverse sector that includes various types of establishments, such as full-service restaurants, fast-food restaurants, cafés, bars, and catering services. 

Here are some key stats regarding the restaurant industry in the USA:

• The food service industry might reach $997B in sales in 2023. (Source – National Restaurant Association )
• There are 749,404 restaurants in the United States as of 2023. (Source – Zippa )
• Between April 2022 and March 2023, new business openings in the restaurant industry increased by 10%. (Source – Yelp )
• The US restaurant industry shall grow at a CAGR of 10.2% in 2022 and 2023. 

Some of the key trends and drivers that influence the restaurant industry are:

• Consumer preferences
• Regulations

Our primary competitors in the Italian restaurant segment are:

• Strong brand recognition
• Diverse menu selection
• Provides good value
• Menu lacks innovation
• Food quality is inconsistent
• Customer service needs improvement
• High quality food using fresh ingredients
• Excellent service with knowledgeable staff
• Charming, intimate ambiance
• Expensive menu prices
• Small capacity limits covers
• Relies heavily on its location

Marketing Plan

Our marketing plan for ABC is based on the following objectives:

• To increase the awareness and recognition of ABC.
• To attract new customers and retain existing customers.
• To increase the sales and profitability of ABC.

Our business plan for buying an established business consists of the following elements:

• Professionals
• Millennials
• Updating the menu and introducing new dishes
• Enhancing the online presence and marketing
• Renovating the interior and exterior
• Hiring and training new staff and implementing best practices
• Branding – Our brand name is simple, memorable, and distinctive. Our brand logo is a stylized letter A with a fork and knife on either side. Our brand slogan is “ABC: A Taste of Italy.” Our brand colors are red, white, and green, representing the colors of the Italian flag. Our brand voice is friendly, professional, and authentic.
• Offering discounts and coupons
• Implementing dynamic pricing
• Creating bundle deals
• Providing upselling and cross-selling opportunities
• Online – Search engines, social media, email, and blogs, online reviews, testimonials, and referrals
• Offline – Newspapers, magazines, radio, TV, billboards, print ads, radio spots, TV commercials, outdoor signs, flyers, brochures, and business cards
• Events – Trade shows, festivals, and community events via booths, banners, and samples to display using contests, games, and giveaways

Operations Plan

Our operations plan for ABC is based on the following objectives:

• To provide a safe, clean, and comfortable environment
• To deliver high-quality food and service
• To manage our resources and costs effectively

Our business plan for buying an existing company consists of the following elements:

• Location and Facilities – ABC operates at 123 Main Street, Brooklyn, New York. It is a prime location with high foot traffic, visibility, and accessibility. The restaurant occupies a 2,000-square-foot space, including a dining area, kitchen, storage room, restroom, and office. The dining hall has a capacity of 100 seats and can accommodate up to 150 customers at peak times.
• Food: We buy ingredients from XYZ Food Distributors, a local company specializing in Italian food products.
• Beverages: We buy our beverages from ABC Beverage Company, a national company that offers a wide range of alcoholic and non-alcoholic drinks.
• Other: We buy our other supplies from DEF Supply Store, a regional company that provides various supplies.
• Food Safety – Adhere to all FDA and DOHMH guidelines. Monitor and log temps, freshness. Train staff on protocol.
• Service Excellence – Follow XYZ standards for hiring, training, dress code, incentives, feedback. Address complaints ASAP.
• Performance Evaluation – Track KPIs (sales, costs, satisfaction, retention) with POS, software, spreadsheets. Hold regular reviews to improve.
• Business License from NYS Department of State
• Food Service License from DOHMH
• Liquor License from NYS Liquor Authority
• Health Inspection clearance from DOHMH
• Fire Inspection clearance from NYFD
• Workers’ Compensation Insurance
• Liability Insurance
• Sales Tax registration and remittance with NYS Taxation and Finance
• Passed inspections for health, sanitation, and fire safety standards
• Obtained all necessary permits, licenses, registrations, and insurance

Organization and Management

XYZ Group is a partnership between Alex Smith, Park Smith, and Mark Wood, who own 33.3% and oversee strategy, operations, and technology, respectively.

ABC is a subsidiary operated by the following staff:

• General Manager – Reports to Alex Smith, oversees daily strategic and operational planning services
• Chef – Reports to Park Smith, manages kitchen and food preparation
• Sous Chef – Assists the Chef ensures food quality
• Kitchen Staff – Report to Sous Chef, perform various kitchen duties
• Servers – Report to the General Manager, take orders, and serve customers
• Host – Reports to General Manager, greets and seats guests
• Bartender – Reports to General Manager, prepares and serves drinks
• Delivery Driver – Reports to Mark Wood, delivers orders to customers

We have an experienced, competent team at ABC with proper training, compensation, and a collaborative work culture to drive success. The organizational structure establishes clear roles and reporting lines.

Financial Plan

Our financial plan for ABC is based on the following objectives:

• To generate sufficient revenue and profit
• To maintain a positive cash flow
• To secure adequate funding

When buying an existing business, it’s important to determine how much operating capital you should plan for. Our financial plan consists of the following elements:

• Funding Sources
• Assumptions

Income Statement

• Balance Sheet
• Cash Flow Statement
• Ratio Analysis
• Break-Even Analysis

Get Expert Help with Your Acquisition Business Plan

As you can see, developing a comprehensive business plan for buying an existing business requires significant time and expertise across various areas like finance, operations, marketing, and more. That’s where our expert advisors at OGSCapital can help.

With over 15 years of experience in M&A, strategic planning, and business planning, OGSCapital has helped numerous clients acquire and integrate businesses successfully. Our business plan writers can conduct diligence, analyze the deal, create projections, and craft a winning plan tailored to you. If you’re still thinking about how to buy an existing business, partner with our seasoned advisors to maximize your chances of closing and profiting.

Frequently Asked Questions

What is acquisition in business plan.

Acquisition in a business plan is buying or merging with another company to achieve strategic or financial goals. Acquisition planning can help a company expand its market share, diversify its product portfolio, acquire new technologies or skills, or reduce competition.

How do you create an acquisition plan?

To create a business plan for buying an existing business, you must define your objectives, identify and evaluate targets, conduct due diligence for merger and acquisition , negotiate the deal, plan and execute the integration, and monitor the outcomes.

How do I prepare my business for acquisition?

To prepare your business for acquisition, you should improve your business value, know your valuation range, establish an advisory board and a transition team, clean up your financials and legal documents, and prepare a pitch deck and better buy side due diligence services .

What should be included in an acquisition plan?

A business plan for buying an existing business should include an executive summary, target description, market overview, sales and marketing, financial history and projections, transition plan, deal structure, and appendices/supporting documents.

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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Business Plan Template for Talent Acquisition

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Talent acquisition is the lifeblood of any successful organization. But attracting and hiring top talent requires a well-defined strategy and a clear roadmap. That's where ClickUp's Business Plan Template for Talent Acquisition comes in!

With this template, HR departments and recruitment agencies can:

• Outline their talent acquisition strategies, goals, and objectives
• Create a comprehensive workforce plan to ensure alignment with business objectives
• Leverage ClickUp's powerful features to streamline the entire hiring process, from sourcing to onboarding

Whether you're building a world-class team or scaling your organization, our Business Plan Template for Talent Acquisition will help you attract, hire, and retain the best talent, all in one place.

Ready to create your winning talent acquisition plan? Get started with ClickUp today!

Business Plan Template for Talent Acquisition Benefits

A business plan template for talent acquisition offers numerous benefits for HR departments or recruitment agencies, including:

• Streamlined process: Clearly define your talent acquisition strategies, goals, and objectives in a structured and organized manner.
• Improved recruitment outcomes: Set clear benchmarks and metrics to measure the success of your talent acquisition efforts.
• Efficient resource allocation: Align your talent acquisition plans with your overall business objectives to ensure optimal allocation of resources.
• Enhanced employer branding: Develop a compelling employer brand message and showcase your organization's unique value proposition to attract top talent.
• Better workforce planning: Identify talent gaps and develop strategies to address them, ensuring a skilled and diverse workforce.
• Increased productivity: Efficiently manage the recruitment process and reduce time-to-fill positions, enabling faster onboarding and increased productivity.

Main Elements of Talent Acquisition Business Plan Template

ClickUp’s Business Plan Template for Talent Acquisition is designed to help HR departments and recruitment agencies streamline their talent acquisition strategies. Here are the key elements of this template:

• Custom Statuses: Track the progress of each section of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do.
• Custom Fields: Use custom fields like Reference, Approved, and Section to add important details and categorize different sections of your business plan.
• Custom Views: Access different views to analyze and manage your business plan effectively. Use the Topics view to focus on specific topics, the Status view to track the progress of each section, the Timeline view to visualize deadlines and milestones, the Business Plan view for an overview of the entire plan, and the Getting Started Guide view to understand how to navigate the template effectively.

With ClickUp's Business Plan Template for Talent Acquisition, you can create a comprehensive plan to attract, source, and hire top talent, ensuring alignment with your business objectives.

How To Use Business Plan Template for Talent Acquisition

If you're ready to streamline your talent acquisition process and create a solid business plan, follow these six steps using ClickUp's Business Plan Template for Talent Acquisition:

1. Define Your Talent Acquisition Strategy

Start by clearly defining your talent acquisition strategy. Determine the specific roles and positions you need to fill, and outline your goals for attracting and hiring top talent. Consider factors such as job boards, social media platforms, and networking events to reach your target audience.

Use Docs in ClickUp to outline your talent acquisition strategy and specify the roles and positions you need to fill.

2. Identify Key Metrics

To measure the success of your talent acquisition efforts, identify key metrics that align with your goals. These metrics could include time-to-hire, cost-per-hire, quality of hire, and diversity and inclusion initiatives. Tracking these metrics will help you assess the effectiveness of your strategy and make data-driven decisions.

Create custom fields in ClickUp to track and analyze your key metrics for talent acquisition.

3. Develop your Employer Brand

A strong employer brand is crucial for attracting top talent. Consider your company's values, culture, and mission, and develop a compelling employer brand that resonates with potential candidates. Showcase your company's unique selling points and highlight what sets you apart from competitors.

Use the Board view in ClickUp to create a visual representation of your employer brand, including key messages, visuals, and target candidate personas.

4. Implement Recruitment and Selection Processes

Establish efficient and effective recruitment and selection processes to streamline talent acquisition. This includes creating job descriptions, designing interview protocols, and implementing candidate assessment methods. Ensure that your processes are inclusive, fair, and align with your company's values.

Use Automations in ClickUp to automate repetitive tasks, such as sending interview invitations or rejection emails, and save valuable time.

5. Set a Hiring Timeline and Budget

Develop a hiring timeline and budget to ensure that your talent acquisition efforts stay on track. Determine the timeframes for each stage of the hiring process, from posting job ads to extending job offers. Additionally, establish a budget for recruitment marketing, advertising, and any other associated expenses.

Use the Gantt chart in ClickUp to visualize your hiring timeline and allocate resources accordingly.

6. Monitor, Evaluate, and Adapt

Regularly monitor the effectiveness of your talent acquisition efforts, evaluate your progress against key metrics, and adapt your strategy as needed. Continuously gather feedback from candidates, hiring managers, and other stakeholders to identify areas for improvement and make data-driven adjustments.

Create tasks in ClickUp to regularly review and evaluate your talent acquisition strategy, implement changes, and track progress towards your goals.

By following these six steps using ClickUp's Business Plan Template for Talent Acquisition, you can enhance your talent acquisition process, attract top talent, and build a strong workforce for your organization.

Get Started with ClickUp’s Business Plan Template for Talent Acquisition

HR departments and recruitment agencies can use the Business Plan Template for Talent Acquisition in ClickUp to streamline their talent acquisition strategies and ensure effective workforce planning.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to attract and hire top talent:

• Use the Topics View to outline different sections of your talent acquisition plan, such as sourcing strategies, interview process, and onboarding procedures
• The Status View will help you track the progress of each section, whether it's complete, in progress, needs revision, or still to do
• Utilize the Timeline View to set deadlines and milestones for each stage of your talent acquisition plan
• The Business Plan View provides a comprehensive overview of your entire talent acquisition strategy, allowing you to assess its effectiveness and make necessary adjustments
• Create a Getting Started Guide View to provide a step-by-step walkthrough of your talent acquisition process for new team members
• Use custom fields like Reference, Approved, and Section to add additional information and categorize different aspects of your talent acquisition plan
• Update statuses, custom fields, and progress as you move forward with your talent acquisition initiatives to keep everyone informed and aligned.
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Acquisition Strategy Template

What is a Acquisition Strategy?

An acquisition strategy is a plan outlining the specific steps that a company should take when entering an acquisition process. It often includes objective setting, research and analysis, negotiations, and due diligence. An acquisition strategy is essential to ensure that a company is able to make informed decisions throughout the process, and to make sure that the acquisition is successful in the long-term. An effective strategy must be tailored to meet the company’s individual needs and goals.

What's included in this Acquisition Strategy template?

• 3 focus areas
• 6 objectives

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Acquisition Strategy template for?

This Acquisition Strategy template is designed for leadership and M&A professionals who want to create an effective acquisition strategy. The template provides a clear structure and guidance for formulating a strategy, and outlines the key stages of the acquisition process in detail. It also provides guidance for setting measurable targets and implementing related projects to achieve the objectives.

1. Define clear examples of your focus areas

A focus area is a broad topic related to the acquisition process. Examples of focus areas could include Strategic Acquisition Planning, Transaction Structuring, and Due Diligence. For each focus area, you should then define objectives and measurable targets (KPIs) that you want to achieve.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that you want to achieve within each focus area. For instance, under Strategic Acquisition Planning, objectives could include Identifying Target Companies and Researching Potential Targets. For each objective, you should then identify related projects (actions) that will help you achieve them.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are measurable targets that can be used to evaluate progress towards the objectives. Examples of KPIs include establishing qualification criteria, collecting data on potential targets, identifying negotiation team members, and developing deal structures.

4. Implement related projects to achieve the KPIs

Projects (Actions) are the specific tasks that need to be completed to achieve the KPIs. For instance, in order to establish qualification criteria, you may need to create criteria for acquisitions. To collect data on potential targets, you may need to prepare reports on potential targets. To identify negotiation team members, you may need to assemble a negotiation team. An example of a project related to Strategic Acquisition Planning could be: Create Criteria for Acquisitions.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is a powerful tool that can be used to create and manage your Acquisition Strategy. With its easy-to-use interface and intuitive features, it can help you create a comprehensive strategy in just a few clicks. Cascade also enables you to track and monitor your progress, allowing you to adjust your strategy as needed to ensure successful outcomes.

Business Acquisition Proposal Template

Download our business acquisition proposal template which allows you to make an initial offer to acquire a company from its owner. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

What are the benefits of using this template?

Excel Export/Import

Export this template to Excel with just one click. Also, Import your Excel spreadsheet easily - turn it into a nice dealroom.net board.

Integrated with Data Room

The tasks tracker is integrated with the virtual data room, so you can start collecting documents right away.

Easy Tracking

Track your projects progress from start to finish, know if a task is stuck or behind schedule.

Eliminate Excel trackers, emails and disconnected tools with DealRoom

[Acquirer name]

[Acquirer CEO/Shareholder]

[Street address,

City, country,

Postal code

[Target name]

[Target CEO/Shareholder]

Postal code] ‍

Strictly Private & Confidential/Subject to contract

[City], [20th] [June] 202[0]

Acquisition of the business and assets of [Target name]

Dear [Target CEO/Shareholder],

This letter of intent from [Acquirer name] is sent in respect of a potential acquisition of [Target name]. We appreciate the time and energy you and your team have afforded us in discussing this opportunity and the information that has been provided thus far.

Our evaluation shows that [Target name] acquisition would bolster our [segment name] segment and bring synergy with our other business segments. Acquiring [Target name] would also bring unique value and capabilities to services we provide to the market. Below are the terms for potential acquisition of [Target name].

Transaction Overview and Structure

Based on our preliminary review of the information provided and subject to the conditions set forth below, [Acquirer name] is pleased to submit this non-binding letter of intent. We propose purchasing [100]% of the equity of the [Target name] for $[15] million (price may change upon the results of Due Diligence).

We offer a total purchase price of $[15] million consisting of:

▪ $[7] million of cash;

▪ $[2] million - shares of [Acquirer name], issued immediately upon closing and not

subject to any vesting period representing approximately [10]% of [Acquirer name];

▪ $[3] million of debt taken on the [Target name] balance;

▪ $[5] million of performance upside - performance payout upon achieving the following targets/milestones:

o Milestone 1: Revenue of $[X] million in year 20[XX]

o Milestone 2: [Insert milestone] in year 20[XX]

Deal Timeline

We propose the following deal timeline:

▪ [Insert date]: Financial, operational and technical due diligence

▪ [Insert date]: Site/office visit to [Target name], term sheet signing

▪ [Insert date]: Drafting of legal documentation

▪ [Insert date]: Signing, money and ownership transferInsert Acquirer company logo if applicable

Due Diligence

Due to the nature of this transaction we require a thorough and complete due diligence (fully paid by us if needed) even after conducting a preliminary data review. We envision that remaining due diligence would include, but would not be limited to, commercial, accounting, financial, technical, [insert DD segment] due diligence, as well as customary legal, tax and regulatory work. We believe that we can complete our due diligence within [8] weeks from the date our proposal is accepted.

Exclusivity & Confidentiality

If shareholders of [Target name] are interested in pursuing the proposed Transaction, we would require [70] days of exclusivity to finalize our due diligence, draft and negotiate legal documentation, subject to a [30]-day extension upon the agreement of both parties. We are ready to sign an additional confidentiality agreement to access to [Target name] information and the ability to share that information with our prospective equity partners and debt financing sources in a manner that protects the confidentiality of your information and our discussions.

Non-Binding Commitment

This non-binding indication of interest is confidential and may not be disclosed other than to you, the Company and/or its shareholders and its advisors on a strictly need-to-know basis. We look forward to working with you to close this deal keeping in mind the interest of all parties to this transaction.

Kind regards,

Acquirer CEO/Shareholder

Mobile: +X (XXX) XXX XX XX

Tel: +X (XXX) XXX XX XX

e-mail: [email protected]

What Tasks does the 

What is due diligence.

Due diligence is a critical aspect of any deal that begins very early in the process and can continue right up until closing. During due diligence, the potential buyer asks questions and requests documentation from the seller that helps the buyer understand the target company and its business. These requests are usually general to start and become more specific as the buyer develops a greater understanding of the target. Buyers use the information provided by the seller to evaluate the opportunities and risks associated with the potential transaction. It is important for sellers to stay organized throughout the process. Buyers often submit thorough, detailed request lists that require input from numerous members of the seller’s deal team.

What is a due diligence checklist?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction. However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

What Questions Does the Master Due Diligence Questionnaire Include?

Key considerations when using our m&a due diligence template.

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

• Start 14-day Free Trial of DealRoom and sign-up
• Select a Master Due Diligence Template while creating a new room
• Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

Can I change requests in this checklist or add new?

Every M&A process is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.

Does this questionnaire provide all the necessary integration information?

This checklist was created by and for M&A professionals. It includes a comprehensive starting point for the integration process. However, every deal is different and may require additional requirements and tasks.

How to use this template with DealRoom?

• Select an Integration Template while creating a new workspace
• Start planning, assigning, adding to, and completing integration tasks. The Requests tab is automatically populated with the tasks from the integration template.

Download your free template by simply filling out the form below

Utilizing a checklist is just step one. In order to have a seamless process, M&A checklists need to be utilized with the proper deal workflow tool.

‍ Request a demo to learn how you can turn a checklist into an automated process and workflow with the DealRoom platform. With DealRoom, you can tackle any type of due diligence.

How DealRoom can help you execute due diligence

By using our master due diligence template, alongside DealRoom’s M&A lifecycle management software, you can create a smooth diligence process.

How DealRoom can help you execute integration

By using our integration template, alongside DealRoom's M&A lifecycle management software, you can create a smooth integration process

With this solution you’ll receive:

Professional template, a built-in data room, project management capabilities, collaboration tools.

Interested in utilizing this template with DealRoom's project management capabilities?

More templates, flow of funds template, m&a integration scorecard template, post merger integration checklist/framework.

Highly effective M&A teams choose DealRoom to manage their transactions end-to-end

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Expert Merger and Acquisition Business Plan

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The phrase mergers and acquisition (abbreviated M&A) refers to the aspect of corporate strategy, corporate finance, and management dealing with the buying, selling, and combining of different companies that can aid, finance, or help a growing company in a given industry grow rapidly without having to create another business entity.

Merger And Acquisition Business Plan (M&A)

Merging your company with another, or taking on someone else’s business, means also merging your vision and goals with someone else’s dreams, concepts, and commitments. A professionally prepared merger and acquisition Business Plan can smooth the way, letting you get back to business fast.

At Wise Business Plans, our team of professional MBA  business plan writers , researchers, and financial experts is dedicated to providing exceptional services tailored for the merger and acquisition process.

Our mission is to empower businesses during mergers and acquisitions by creating affordable, custom M&A business plans packed with relevant strategies, positioning them for success throughout every stage of their integration and growth journey.

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Merger and acquisition business plan template, m&a business plan template.

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What Our Merger and Acquisition Business Plan Includes:

Executive summary, marketing strategy, competitive advantages, management & personnel, investment analysis, product & service description, company overview, use of funds, swot analysis, barriers to entry, branding & marketing, pro-forma financials.

Mergers and Acquisitions Business Plan is Ideal For

• Business owners looking to seamlessly join forces or integrate a newly acquired company into one they already own.
• Entrepreneurs and seasoned business owners buying or otherwise acquiring an existing company.

M&A Business Plan Uses

Merging is about more than mixing finances. Each company will have its history, staff, loyal customer or client base, and internal culture. Creating a comprehensive plan for moving forward with one voice can stop problems before they begin.

Your Merger and Acquisition Business Plan sets clear objectives to allow the pieces of the puzzle to fall into place quickly, with less stress and an emphasis on the best possible outcome. Having an M&A Business Plan in place allows owners and managers to quickly move from one step to the next as the process moves forward, minimizing lost time and maximizing efficiency.

Bottom Line

From marketing to staffing, an m&a business plan will help the merger and acquisition process run as smoothly as possible. Your Wise Merger and Acquisition Business Plan will help you make the most of your decision to merge with or purchase another company, whether you’re looking to expand your current market reach, increase your product offerings or even enter new markets and industries.

Allowing someone else into the sanctuary of your business planning process can be daunting, but we’re here to take the stress out of the process. With Wise, Mergers and Acquisitions services you can get back to business faster than ever.

Why Do You Need a Business Acquisition Business Plan?

A well-crafted M&A business plan is vital for a successful merger or acquisition.

Wise helps identify key alignment areas and leverage points of continuity to ensure a smooth, efficient integration. Our customized M&A business plan sets clear objectives, allowing owners and managers to move swiftly through the process while minimizing lost time and maximizing efficiency.

Trust Wise Business Plans to navigate the complexities of mergers and acquisitions, helping you expand market reach, increase product offerings, or enter new markets with ease and confidence.

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