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Project Example
EXAMPLE · Example
Phase
Preparation
Kickoff
2026-06-22
Target close
2026-12-19
Lead
—
Kickoff Meetingplanned
Client due: Thu, Jun 25
1.Principal review—2026-06-2412:00
2.Client send—2026-06-2510:00
Financial Model v1planned
Client due: Mon, Jul 6
1.Draft—2026-06-2917:00
2.Internal review—2026-07-0217:00
3.Principal review—2026-07-0412:00
4.Client send—2026-07-0610:00
QofE Engagement Startplanned
Client due: Mon, Jul 13
1.Draft—2026-07-1017:00
2.Principal review—2026-07-1212:00
3.Client send—2026-07-1310:00
Teaserplanned
Client due: Mon, Jul 13
1.Draft—2026-07-0617:00
2.Internal review—2026-07-0917:00
3.Principal review—2026-07-1112:00
4.Client send—2026-07-1310:00
CIM v1planned
Client due: Mon, Jul 20
1.Draft—2026-07-1317:00
2.Internal review—2026-07-1617:00
3.Principal review—2026-07-1812:00
4.Client send—2026-07-2010:00
Buyer Long Listplanned
Client due: Mon, Jul 27
1.Draft—2026-07-2417:00
2.Principal review—2026-07-2612:00
3.Client send—2026-07-2710:00
NDA Distributionplanned
Client due: Mon, Aug 3
1.Principal review—2026-08-0212:00
2.Client send—2026-08-0310:00
IOIs Dueplanned
Client due: Mon, Aug 24
1.Principal review—2026-08-2312:00
2.Client send—2026-08-2410:00
Management Presentationsplanned
Client due: Mon, Sep 7
1.Draft—2026-08-3117:00
2.Internal review—2026-09-0317:00
3.Principal review—2026-09-0512:00
4.Client send—2026-09-0710:00
LOI Signedplanned
Client due: Mon, Sep 28
1.Principal review—2026-09-2712:00
2.Client send—2026-09-2810:00
Buyer Due Diligenceplanned
Client due: Fri, Oct 30
1.Draft—2026-10-2717:00
2.Principal review—2026-10-2912:00
3.Client send—2026-10-3010:00
Purchase Agreementplanned
Client due: Fri, Dec 4
1.Draft—2026-11-2717:00
2.Internal review—2026-11-3017:00
3.Principal review—2026-12-0212:00
4.Client send—2026-12-0410:00
Closingplanned
Client due: Sat, Dec 19
1.Principal review—2026-12-1812:00
2.Client send—2026-12-1910:00