Intelligent Investment

The working templates from the book, ready to use. Select one below to download — no sign-up required.

These correspond directly to the Appendices referenced throughout Intelligent Investment. Each is provided as a standalone document you can fill in for your own transaction.

A
The Ratio Tree — Complete Reference
Appendix A
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B
The Five Critical Investment Filters
Appendix B
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C
Due Diligence Master Checklist
Appendix C
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D
Management Assessment Template
Appendix D
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E
Value Creation Planning Template
Appendix E
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F
Deal Structuring Framework
Appendix F
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G
Exit Readiness Checklist
Appendix G
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H
Turnaround Assessment Framework
Appendix H
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I
Investment House Operating Rhythm — Full Protocol
Appendix I
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J
Case Study 3 — The Sweets Coating Factory
Appendix J
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