Looking for the Best IOI Template

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March 24, 2026

by a searcher from Louisiana State University - E. J. Ourso College of Business in Nashville, TN, USA

Hey everyone, I'm working on a lower middle market acquisition and putting together an IoI. I've seen a range of formats out there and I want to make sure I'm leading with something that signals I'm a serious buyer without over-lawyering an early-stage document. A few things I'm specifically curious about: - How much deal structure detail do you include at the IOI stage? - Do you include a valuation range or anchor to a multiple? - Any language around exclusivity or timeline expectations? If you've got a template you're willing to share (or a strong opinion on what works) I'd love to hear it. Thanks in advance.
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