Tools & Guides
Axial Resources provide business owners and deal professionals with in- depth information about a variety of topics pertaining to middle market M&A. Our downloadable tools, checklists, and whitepapers are free and created by the Axial team in partnership with Axial members.
13 results for Private Equity
Free DCF Excel Template
Free NDA Template
9 Clauses to Include in Every NDA
Sample M&A Due Diligence Checklist
The Buyer’s Guide to Due Diligence
The Guide to Managing Your Online Presence
Free Deal Sourcing ROI Calculator
- Determine which sourcing channels are the most efficient (e.g., proprietary deal flow vs. conferences vs. online platforms)
- Determine which channels are most cost-effective
- Calculate your average success rate at each stage in the funnel
- Pinpoint inefficiencies in your process
The Deal Professional’s Guide to CRMs
Read on to learn:
- The benefits of a CRM system: Yes, it will take time to implement. Here's why it's worth your time.
- Considerations when choosing a vendor: 7 questions to consider before you sign on the dotted line.
- Tips for implementation: Set your firm up for success.