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12-Month Exit Prep Checklist
Month 1–2: Define Strategy & Goals Objective: Establish clarity around owner goals, value drivers, and readiness. ☐ Conduct an Owner Readiness Assessment – define financial, lifestyle, and legacy goals. ☐ Engage Merit Investment Bank advisors to develop an...
Merit Investment Bank: Post-Sale Planning Guide
1. Immediate Post-Closing Actions Confirm Closing Deliverables: Verify wire transfers, escrow deposits, and payoff letters. Ensure all signed documents are stored and circulated appropriately. Communications: Issue press releases and internal announcements. Host...
Buyer Evaluation Report
Date: Analyst: Client / Target: Buyer / Acquirer: 1. Executive Summary Provide a concise overview of the buyer, their relevance to the transaction, and the recommendation outcome. Buyer Type: [Strategic / Financial / Individual / Family Office / PE Group] Transaction...
Transparency Best Practices in Mergers & Acquisitions (M&A)
1. Introduction Transparency is the foundation of trust and effective decision-making in Mergers and Acquisitions (M&A). At Merit Investment Bank, maintaining high standards of transparency ensures ethical integrity, stakeholder confidence, and smoother...
Transparency Best Practices in M&A
1. Transparency with Internal Stakeholders Management Team Alignment: Share deal rationale early with senior leaders. Provide visibility into expected benefits, risks, and strategic fit. Board & Shareholders: Maintain regular updates on negotiations, valuation,...
Top M&A Risks and How to Avoid Them
Introduction Mergers and acquisitions (M&A) can be transformative events—unlocking growth, market expansion, and shareholder value. However, even well-structured deals can falter due to unseen risks. At Merit Investment Bank, our experience shows that successful...