Resources / Glossary / Letter of intent

Letter of intent.

Aka. LOI · indicative offer · heads of terms

What is a letter of intent?

A letter of intent is the document a buyer sends to set out the principal terms on which it proposes to acquire a target: the price, the structure, the conditions, and the timeline. It marks the transition from exploring a deal to actually committing to negotiate one.

The LOI is mostly non-binding — neither side is obligated to close on its terms — but it almost always contains a few provisions that are binding, most importantly exclusivity, confidentiality, and an allocation of costs. The substance, like price, remains subject to confirmatory diligence and a definitive agreement.

Its real function is to align the parties on the shape of the deal before either spends heavily on lawyers and accountants. By signing, the seller agrees to stop shopping the asset for a set period, and the buyer agrees to commit the resources to diligence it seriously.

What an LOI actually contains

Most letters of intent cover a standard set of points, with the binding and non-binding portions clearly separated.

  1. Price and structure. The proposed purchase price (or a range), and whether the deal is an asset purchase, a stock purchase, or a merger.
  2. Form of consideration. Cash, stock, rollover equity, earnout, or some mix — and any holdbacks or escrow.
  3. Exclusivity. A binding period — often 30 to 90 days — during which the seller cannot solicit or negotiate with other buyers.
  4. Conditions. What must happen before close: satisfactory diligence, financing, board and regulatory approvals.
  5. Confidentiality and costs. Binding terms governing information and who bears expenses if the deal collapses.

The price in an LOI is an opening position, not a guarantee. It is explicitly conditioned on diligence confirming the assumptions behind it, which is why a buyer can — and often does — revise it downward later if diligence surfaces problems.

Why the binding/non-binding line matters

The most common misunderstanding about an LOI is that signing it commits the parties to the deal. It does not. The price, structure, and conditions are non-binding statements of intent that either side can walk away from. What binds are the exclusivity, confidentiality, and cost provisions.

That asymmetry is the point. The seller gives up its leverage — the ability to run a competitive process — in exchange for the buyer's commitment to spend real money diligencing the business. A buyer who signs an LOI and then re-trades the price aggressively is, in effect, exploiting that surrendered leverage, which is why sellers negotiate the exclusivity period and any go-shop rights carefully.

Frequently asked.

5 questions
01 Is a letter of intent binding?

Mostly not. The commercial terms — price, structure, conditions — are explicitly non-binding and subject to a definitive agreement. Either party can walk away from them without liability.

However, specific clauses are binding by design: exclusivity (or no-shop), confidentiality, and the allocation of transaction costs. Courts have occasionally found broader obligations where the language was sloppy, which is why well-drafted LOIs state plainly which provisions bind and which do not.

02 What's the difference between an LOI and a term sheet?

They serve the same purpose — laying out proposed deal terms before a definitive agreement — and the terms are often used interchangeably. The distinction is mostly one of form: an LOI is written as a letter addressed from buyer to seller, while a term sheet is a bulleted list of terms.

In M&A the letter format is common; in venture financing the term sheet format dominates. Both are predominantly non-binding with a few binding exceptions, and "heads of terms" is the equivalent in some markets.

03 What is the exclusivity period in an LOI?

It is a binding window — commonly 30 to 90 days — during which the seller agrees not to solicit, negotiate, or accept offers from other buyers. It exists so the buyer can spend on confirmatory diligence without fear of being outbid at the last minute.

Exclusivity is the most negotiated binding term in an LOI. Sellers push for shorter periods and the right to extend only if the buyer is progressing; buyers want enough time to complete diligence and arrange financing.

04 Can a buyer change the price after signing an LOI?

Yes — the price is non-binding and conditioned on diligence. If confirmatory diligence surfaces problems (weaker earnings quality, customer concentration, undisclosed liabilities), the buyer can revise the offer, a move known as re-trading.

Aggressive re-trading damages trust and can collapse a deal, especially if the seller suspects the buyer always intended it. Sellers protect themselves by running enough of a process before signing that they have a credible alternative if the buyer re-trades without justification.

05 Does an LOI guarantee the deal will close?

No. It signals serious intent and grants exclusivity, but a meaningful share of signed LOIs never reach a definitive agreement. Diligence can kill the deal, financing can fall through, or the parties can simply fail to agree on final terms.

The LOI's value is procedural: it gets both sides committed enough to incur diligence costs and aligned enough on the headline terms that the definitive agreement becomes a negotiation over details rather than fundamentals.

Related terms

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