Transaction Services
Proposal
Insert Subtitle Here
Risk Management
guidance box
Guidance when using
Smart
Strictly Private
and Confidential
Draft
December 8, 2014
Agenda [Insert Description] Appendices
Guidance: Insert names
of contracting territory
partners and staff only
[Client Name]
[Address - Street]
[Address - Town/City]
Dear Ladies and Gentlemen:
Thank you for the opportunity to present our proposal to [insert description of services].
We look forward to [expanding or developing] our relationship with [insert name of
client].
[Name]
[Partner/Principal]
[T: +1 (000) 000 000]
[M: +1 (000) 000 000]
[Name.name]@[xx].pwc.com
[Name]
[Partner/Principal]
[T: +1 (000) 000 000]
[M: +1 (000) 000 000]
[Name.name]@[xx].pwc.com
[Name]
[Partner/Principal]
[T: +1 (000) 000 000]
[M: +1 (000) 000 000]
[Name.name]@[xx].pwc.com
Our team is committed to proactively working with you to ensure that your objectives are met.
Our resources for this project are strategically located in the U.S. [insert other territories] to
provide [insert objective e.g., strong transaction analysis and advice]. Further, our
extended Transaction Services team stands ready to assist should matters arise in areas such as
[accounting advisory, valuations, human resources, information technology or
operational issues etc.].
We hope this information [, as well as our presentation,] illustrates the value we will bring
to you as an independent and objective advisor – and present a clear picture as to why we are
the most qualified firm.
Again, thank you for the opportunity to present this proposal and our credentials. We look
forward to further discussions with you and advising you on this project. [insert, if
applicable:This proposal and our services are contingent upon our completing certain [client
and] engagement acceptance procedures.] In the meantime, if you have any questions or
comments regarding this document, please do not hesitate to contact us.
Sincerely,
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP
[Address]
T: +1 (000) 000 0000
F: +1 (000) 000 0000
Proposal
PwC
Confidential Information for the sole benefit and use of PwC’s Client.
Draft
December 8, 2014
2
Agenda [Insert Description] Appendices
Agenda
Guidance:
Transmittal Letter
2
[Insert Description]
4
1
5
Insert Banner
Appendices
6
1
7
Insert Banner
Subsections in this template are provided for
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You can add any number of additional
subsections and appendices to the report as
needed. But you should always maintain the
overall structure, having At a glance, Executive
report and Selected information.
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From any page – click on the section title in the
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Proposal
PwC
Confidential Information for the sole benefit and use of PwC’s Client.
Draft
December 8, 2014
3
Agenda [Insert Description] Appendices
[Insert
Description]
[Insert Description]
4
1
5
Insert Banner
Guidance:
Subsections in this template are provided for
illustrative purposes only.
You can add any number of subsections to the
section.
When adding slides to the section, use the
“Content” slides in the New Slide menu - these
have the correct format for this part of the report.
To add sections and subsections to the this part of
the report you can either use traditional section
dividers or the same approach used in the
Executive report, where standard slides can be
made to act as section dividers by using the
Navigation option on the Smart ribbon.
Proposal
PwC
Confidential Information for the sole benefit and use of PwC’s Client.
Draft
December 8, 2014
4
1 Insert Banner
Insert Banner
Agenda [Insert Description] Appendices
Content guidance:
Proposal best practice includes addressing the following:
• Our Understanding of Your Needs
• Issue (Client Issue)
• Action (You need someone to do this and we’re the ones)
• Impact (The outcome it will have and key benefits to them in the end)
Proposal
PwC
Confidential Information for the sole benefit and use of PwC’s Client.
Draft
December 8, 2014
5
Agenda [Insert Description] Appendices
Appendices
Appendices
6
1
7
Insert Banner
Guidance:
You can add any number of additional appendices
to the report.
When adding slides to the appendices use the
“Content” slides in the New Slide menu - these
have the correct format for this part of the report.
To add additional appendices and subappendices you can either use traditional
appendix divider slides or the same approach
used in the Executive Report, where standard
slides can be made to act as appendix dividers
(by using the Navigation option on the Smart
ribbon).
Proposal
PwC
Confidential Information for the sole benefit and use of PwC’s Client.
Draft
December 8, 2014
6
1 Insert Banner
Agenda [Insert Description] Appendices
Insert Banner
Guidance: Scan in a copy of the signed contract /
engagement letter, including terms of business.
Proposal
PwC
Confidential Information for the sole benefit and use of PwC’s Client.
Draft
December 8, 2014
7
© [Year] PricewaterhouseCoopers LLP. All rights reserved. “PwC” or “PricewaterhouseCoopers” refers to
PricewaterhouseCoopers LLP, a Delaware limited liability partnership, or, as the context requires, its
subsidiaries, or other member firms of the PwC global network, each of which is a separate and
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general information purposes only and is provided “as is”. PwC disclaims any representations or
warranties (express or implied) with respect to the information and it should not be used as a substitute for
consultation with professional advisors. Any use of this information is at the user’s own risk. [Insert if the
information is confidential: This document should not be copied, reproduced, referenced, disclosed or
otherwise used, in whole or in part, without PwC’s express prior written consent.]