KingdomBroker.com
Active Deal
Legacy HVAC Services
Dallas, TX · $4.8M asking
DemoRead-only · 30 min session
demo@kingdombroker.com
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NDA & LOI

DEAL DOCUMENTS

Non-Disclosure Agreement first, then Letter of Intent. Every deal follows this sequence.

DEAL PROGRESSION
01
NDA
02
LOI
03
Due Diligence
04
Purchase Agreement
05
Closed
01

Non-Disclosure Agreement

Buyer signs before any financials are shared. Seller is protected.
NOT STARTED
Standard one-way NDA — the seller shares business financials and information with the buyer. The buyer signs and agrees to keep everything confidential. Only the buyer signs. Industry standard for business sales.
CUSTOMIZE YOUR NDA
How to send: ① Fill in buyer details above  →  ② Click Download / Print PDF and save as PDF  →  ③ Click Email to Buyer, your email app opens pre-filled  →  ④ Attach the PDF and hit send. Buyer signs free in DocuSign or Adobe and returns it.Upgrading to DocuSign Business Pro ($65/mo) at 100+ deals/month will automate this entire flow with embedded signing.

Educational purposes only. Kingdom Broker provides these NDA templates as a reference and starting point. This is not legal advice and does not create an attorney-client relationship. Kingdom Broker is not a law firm. Every transaction is different. Consult a licensed attorney before signing any agreement.

02

Letter of Intent

Written offer from buyer to seller, outlines price and deal structure
NO LOI YET
CHOOSE A STRUCTURE
FASTEST CLOSE
All Cash Offer
Clean, full-price offer paid at closing. No installments. No bank financing. Sellers love the certainty.
Full amount at closing
Typically 30-day due diligence
Strongest negotiating position
MOST FLEXIBLE
Seller Financed
Down payment at closing + monthly installments paid directly to you. Like a mortgage, but you're the bank.
Down payment at closing
Monthly payments to seller
Can close in weeks, not months
MOST COMMON
SBA 7(a) Loan
Government-backed SBA loan covers most of the purchase. The most common way $1M–$5M businesses are bought in America.
10% buyer down payment
SBA loan covers the rest
60–90 day close timeline
KB APPROACH

Every LOI Kingdom Broker generates is written in plain English, not legal jargon. We acknowledge what the seller built, reference their team and customers by name, and explain every term clearly. The goal: a business owner reads this and feels respected.

03

Purchase Agreement

Legally binding purchase and sale agreement, drafted by attorneys after LOI is signed
COMING SOON

The Purchase Agreement is the final, legally binding document drafted after both parties sign the LOI. It is always prepared by attorneys, Kingdom Broker coordinates the process and connects you with qualified M&A attorneys. This section will track the PA draft, redline, and execution status.

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