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Project Example
EXAMPLE · Example Client
Phase
Preparation
Kickoff
2026-06-22
Target close
2026-12-19
Lead
—
Kickoff Meetingplanned
Client due: Wed, Jun 24
1.Principal review—2026-06-2312:00
2.Client send—2026-06-2410:00
Financial Model v1planned
Client due: Fri, Jul 3
1.Draft—2026-06-2917:00
2.Internal review—2026-07-0117:00
3.Principal review—2026-07-0212:00
4.Client send—2026-07-0310:00
QofE Engagement Startplanned
Client due: Tue, Jul 7
1.Draft—2026-07-0417:00
2.Principal review—2026-07-0612:00
3.Client send—2026-07-0710:00
Teaserplanned
Client due: Tue, Jul 7
1.Draft—2026-07-0317:00
2.Internal review—2026-07-0517:00
3.Principal review—2026-07-0612:00
4.Client send—2026-07-0710:00
CIM v1planned
Client due: Mon, Jul 13
1.Draft—2026-07-0917:00
2.Internal review—2026-07-1117:00
3.Principal review—2026-07-1212:00
4.Client send—2026-07-1310:00
Buyer Long Listplanned
Client due: Tue, Jul 14
1.Draft—2026-07-1117:00
2.Principal review—2026-07-1312:00
3.Client send—2026-07-1410:00
NDA Distributionplanned
Client due: Sun, Jul 19
1.Principal review—2026-07-1812:00
2.Client send—2026-07-1910:00
IOIs Dueplanned
Client due: Wed, Jul 29
1.Principal review—2026-07-2812:00
2.Client send—2026-07-2910:00
Management Presentationsplanned
Client due: Sat, Aug 8
1.Draft—2026-08-0417:00
2.Internal review—2026-08-0617:00
3.Principal review—2026-08-0712:00
4.Client send—2026-08-0810:00
LOI Signedplanned
Client due: Mon, Aug 24
1.Principal review—2026-08-2312:00
2.Client send—2026-08-2410:00
Buyer Due Diligenceplanned
Client due: Sat, Sep 19
1.Draft—2026-09-1617:00
2.Principal review—2026-09-1812:00
3.Client send—2026-09-1910:00
Purchase Agreementplanned
Client due: Fri, Oct 16
1.Draft—2026-10-1217:00
2.Internal review—2026-10-1417:00
3.Principal review—2026-10-1512:00
4.Client send—2026-10-1610:00
Closingplanned
Client due: Sat, Oct 31
1.Principal review—2026-10-3012:00
2.Client send—2026-10-3110:00