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Many times we know what we want to do, yet have difficulty figuring out where to start. If you are looking to acquire a company here is a simple template to get some ideas captured about starting the deal-sourcing process. --> Google doc version Make a copy - Simple But Highly Effective Deal Sourcing Marketing Plan Template Simple But Highly Effective Deal Sourcing Marketing Plan Template Goal or Objective: When we define goals we are talking about “S.M.A.R.T” goals.
“The global capital markets system is at an inflection point. More than ever, retail investors need a responsible capital markets ecosystem. The industry has an opportunity to address this need, and the time to begin is now.” The Future of Capital Markets: Democratization of Retail Investing An insight report from the World Economic Forum published August 2022.
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