There’s a harsh reality most professionals discover after their first real M&A deal:

Deals don’t live or die because of valuation; they succeed or fail because of deal structure, terms, execution, and integration.

Yet…

• Most M&A training stops at valuation.
• Most templates cover only one component of the deal.
• Most founders, operators, and even investors enter deals underprepared.

We've built a comprehensive framework to change that...

M&A DealMaster Toolkit

The Premium Mergers & Acquisitions DealMaster Toolkit is a complete, end-to-end dealmaking system designed to help you:

✓ Evaluate a target
✓ Value the business
✓ Structure the deal terms
✓ Choose the right funding approach
✓ Validate synergies
✓ Model financial outcomes
✓ Plan integration & value capture

This isn't just a set of spreadsheets - it is a full deal execution infrastructure.

Each Toolkit Model Includes

✓ Excel Model
✓ HTML Web Application (no Excel required)
✓ Step-by-Step PDF Guide (for both Excel & Web App)

You can use the toolkit even if you don’t have Excel. Every tool includes clear, step-by-step instructions.

Why This Toolkit Is Uniquely Valuable

Most people focus on the valuation number.

Elite dealmakers focus on the mechanics that determine whether a deal creates value or destroys it.

The toolkit gives you the same advantage top M&A teams have inside investment banks, PE firms, and corporate development units, including:

✓ Better Deal Pricing - know when to walk away
✓ Stronger Negotiating Power - negotiate with numbers, not emotion
✓ Smarter Deal Structuring - equity, cash, earnouts, debt, escrow, dilution
✓ Clear ROI & Deal Justification - board-ready & investor-ready analysis
✓ Post-Deal Success - model synergies, integration costs, and value capture

In simple terms: this toolkit prevents you from overpaying, underselling, or structuring a deal that fails after closing.

Who This Toolkit Is For

Built for any professional involved in analyzing, acquiring, selling, investing in, or merging businesses including:

Founders & CEOs

• Acquiring a competitor, vendor, or strategic partner
• Preparing for a merger or exploring exit options
• Wanting to understand the real financial impact before making a move

Investors (Angel, VC, PE, Family Office)

• Need disciplined deal screening and pricing
• Require advanced modeling & scenario testing
• Must validate value creation and protect investment returns

Operators, CFOs & Corporate Development Professionals

• Responsible for deal modeling, analysis, and integration
• Need institutional-grade tools without investment banking complexity
• Want to accelerate deal execution with audit-proof models

Advisors, Analysts & Consultants

• Deliver board-quality M&A analysis
• Need a complete toolkit to support client transactions

What’s Inside The Toolkit

The Premium M&A DealMaster Toolkit (DMT) is a complete M&A deal execution system - 78+ files organized into 13+ structured folders. Each tool includes explanations, models, guides, and a web app. Below is a summary of each module and its value:

• Accretion-Dilution Model
  What it does: Determines whether a deal increases or decreases EPS.
  ​Value: The fastest, most relied-upon metric for boards, investors, and CEOs to judge deal attractiveness.
  ​
• Capital Structure & Credit Impact Model
  What it does: Analyzes post-deal leverage, debt capacity, credit rating effects, and covenant compliance.
  ​Value: Helps structure financing intelligently and avoid rating or covenant traps.

• Comparable Company Valuation Model
  What it does: Values companies using publicly traded peers.
  ​Value: Establishes market-aligned valuation ranges for pricing, negotiation, and fairness discussions.
  ​
• Deal Term Sheet Simulator
  What it does: Simulates deal terms, earnouts, escrow, and payout structures.
  ​Value: Translates deal terms into financial outcomes, giving you a negotiation advantage backed by data.

• Earnout & Contingent Consideration Model
  What it does: Structures and values performance-based pricing.
  ​Value: Creates win-win structures that protect buyers from overpaying and allow sellers to capture future upside.
  ​
• Form of Consideration Analysis
  What it does: Compares the impact of cash vs. stock vs. mixed consideration.
  ​Value: Shows EPS impact, dilution, interest cost, and shareholder value to help structure financially sound offers.
  ​
• Integration Cost & Business Case Model
  What it does: Quantifies synergies, costs, and net value creation with NPV, IRR, ROI, and payback metrics.
  ​Value: Turns synergy assumptions into board-ready financials and identifies value-creating vs. value-destroying initiatives.
  ​
• Leveraged Buyout (LBO) Model
  What it does: Determines the maximum price you can pay while still achieving target IRR.
  ​Value: A core PE model for disciplined acquisition pricing.
  ​
• M&A Synergy Valuation & Checklist
  What it does: Quantifies synergy value and tests real shareholder impact.
  ​Value: Prevents overpaying and separates “theoretical” synergies from financially provable value.
  ​
• Merger Consequences Model with PPA
  What it does: Combines accretion/dilution with purchase price allocation accounting.
  ​Value: Ensures accounting accuracy and reduces model integration time by ~80%.

• Precedent Transaction Valuation
  What it does: Values a company using real M&A deal data, premiums, and adjustments.
  ​Value: Reflects true acquisition pricing - not just theoretical valuation.
  ​
• Sources & Uses of Funds
  What it does: Details exactly how an acquisition will be funded and allocated.
  ​Value: Required by lenders, PE firms, and deal committees to approve funding.
  ​
• Sum-of-the-Parts (SOTP) Valuation
  What it does: Values multi-segment businesses individually to uncover hidden value.
  ​Value: Identifies conglomerate discounts and strategic M&A opportunities.

Why Upgrade to DealMaster M&A

If you’ve received a download of our free M&A resources, here's why upgrading to the paid version might makes sense.

1. Real Deal Execution, Not Just Valuation: Free resources help to familiarize and introduce M&A concepts, while The Premium DealMaster Toolkit assists in executing actual deals- covering pricing, term structuring, funding optimization, synergy validation, integration planning, and post-close value capture. When $5M–$500M+ is on the line, you need the full system- not just the introductory slides.

2. Replaces Scattered/Disparate Templates with One Institutional System: Free templates run the risk of being disconnected, outdated, and often incompatible- forcing you to rebuild assumptions. The Premium Toolkit is a unified deal execution system where all 13 modules share integrated logic, consistent assumptions, and interoperable outputs. What used to take 40+ hours of reconciliation and error-checking now happens in minutes. Your time is worth more than the Toolkit costs- this pays for itself in a single deal.

3. Excel + Web App Access = Zero Friction: Free Excel templates occasionally fail on Macs, break with version mismatches, and crash on complex calculations. The Premium Toolkit includes Excel models plus browser-based web apps for every module- no Excel license required, no compatibility issues, no device limitations. Model a $50M acquisition from your tablet during a flight, share live scenarios with your board via browser link, and never hear "this file won't open" again. Accessibility isn't a feature- it's a competitive weapon.

4. Institutional-Grade, Board-Ready Outputs: The Premium Toolkit delivers investment-bank-quality models with clean formatting, audit-proof logic, scenario testing, and professional visualizations that command respect. When you're justifying a $20M acquisition to your board or negotiating with a PE firm, presentation quality isn't vanity- it's the difference between approval and "come back when you have real numbers."

5. Level the Playing Field Against Better-Resourced Competitors: While other buyers rely on back-of-napkin math or pay $50K–$150K for one-time consulting projects, you'll have the same analytical firepower as top-tier investment banks and PE firms- for a fraction of the cost, forever. When you can instantly model earnout scenarios, stress-test credit impacts, and quantify synergies with precision, you don't just compete better- you win deals others walk away from and avoid disasters they stumble into. While others rely on academic DCFs and generic templates, you’ll execute deals like a top-tier M&A team.

If you're planning to acquire a competitor, merge with a strategic partner, raise capital, or exit at a premium - this DealMaster Toolkit gives you an advantage most founders, investors, and finance professionals will never have.

M&A DealMaster Toolkit Content Summary

78+ Files Across 13 Integrated M&A Modules

Every tool you need to analyze, structure, negotiate, and execute M&A transactions—from initial screening to post-close integration.

Triple-Format Delivery for Maximum Flexibility:

• Excel Models – Fully unlocked, editable, formula-driven spreadsheets with professional formatting and built-in scenario testing
• Web Applications – Browser-based versions of every model (no software required, works on any device)
• Step-by-Step PDF Guides – Detailed instructions for both Excel and Web App versions, explaining when, why, and how to use each model in real deal contexts

13 Complete M&A Systems Included:

1. Accretion-Dilution Analysis
2. Capital Structure & Credit Impact Modeling
3. Comparable Company Valuation
4. Deal Term Sheet Simulator
5. Earnout & Contingent Consideration Structuring
6. Form of Consideration Analysis
7. Integration Cost & Business Case Modeling
8. Leveraged Buyout (LBO) Model
9. M&A Synergy Valuation & Checklist
10. Merger Consequences with Purchase Price Allocation
11. Precedent Transaction Valuation
12. Sources & Uses of Funds
13. Sum-of-the-Parts (SOTP) Valuation

Built for Real-World Applications:

Every model includes pre-built templates, sample scenarios, and professional documentation—so you can start modeling your actual deal within minutes of downloading.

Lifetime Access, Zero Subscriptions:

One payment. Permanent access. All future updates included.

Purchasing The M&A DealMaster Toolkit

(today's M&A DealMaster flash-sale runs until midnight tonight only- October 24th, 2025)

The toolkit is an instant download upon successful purchase. You don't have to wait to get your hands on the system.

*Legal Disclaimer* Please review our legal disclaimer below before purchasing.
You can purchase the M&A DealMaster Toolkit for today's discounted price of $595 (valid until midnight Eastern U.S. time only, October 24th, 2025).

Today's M&A DealMaster Promotion Code (this code MUST be applied in the Stripe order page): DMKT282

​Buy Our M&A DealMaster Toolkit Now

Clients that purchased financial modeling products from us previously can upgrade to our M&A DealMaster Toolkit for $435. Email launch@polarityiq.com for your 24-Hour discount code.

Legal Disclaimer: This material, including all tools, models, templates, and resources, is provided for educational and informational purposes only and does not constitute financial, investment, legal, or tax advice. No specific investment, transaction, or strategy is being recommended. Information is provided “as is” without warranties of accuracy, completeness, or timeliness. Past performance does not guarantee future results. M&A transactions involve significant risks, including potential loss of capital. Users should conduct their own research and consult qualified financial, legal, and tax professionals before making any decisions.

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Brian Ortiz | PolarityIQ.com​
Launch@PolarityIQ.com
​​https://www.linkedin.com/in/brianvortiz​​
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