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Confidentiality in M&A Checklist
Merger and Acquisitions, M&A Education & Market
1. Legal Safeguards Draft and execute Non-Disclosure Agreements (NDAs) with all potential buyers, advisors, and third parties. Include strong non-solicitation and non-circumvention clauses to protect relationships with employees, customers, and suppliers. Ensure that...
Managing a Business During a Sale
Selling a business is one of the most significant transitions an owner will face. The process can be complex, emotional, and time-consuming—but with the right strategy, you can maximize value, maintain stability, and position your company for a smooth transfer of...
Understanding Buyer Types: Who Might Want to Buy Your Business—And Why It Matters
Selling your business is a high-stakes decision. Whether you’re planning a full exit or simply exploring options, knowing who your potential buyer is—and what they value—can directly impact your exit strategy, negotiation leverage, and final valuation. According to...
M&A Timeline Overview: From Prep to Close
The M&A process typically spans 6 to 12 months, depending on the complexity and readiness of both the business and potential buyers. Below is a phase-by-phase breakdown you can use to manage expectations and plan strategically. 1. Preparation Phase (1–2 months)...
Due Diligence Checklist for Business Sellers
Corporate Documents • Articles of Incorporation and Bylaws (or LLC Agreement) • Business licenses and permits • Organizational chart and ownership structure • Board meeting minutes (last 3 years) • Shareholder agreements and stock ledgers • List of subsidiaries and...
Pre-Sale Preparation Guide: How to Prepare Your Business for Sale
1. Assess Your Readiness to Sell Before putting your business on the market: Clarify Your Goals: Are you retiring, seeking a new opportunity, or cashing out? Financial Needs: Understand how much money you need post-sale. Emotional Preparedness: Prepare to let go of...