Sale & Acquisition Support
Successful mergers & acquisitions require unique knowledge & partners, risk assessment & mitigation, and well planned and executed integrations.
Focus Areas
I can help with any focus area through Diagnosis & Assessment, Implementation Leadership or Leadership Advisory. Here's what each one covers.
Education
You gain an understanding of the sale process and needed resources:
Determine your knowledge level, specific concerns and sale timeline
Learn the sale roles, steps and timing
Receive referrals to applicable resources: M&A Advisor, Banker, Attorney, CPA.
Pre-Diligence
Your business is stress-tested to identify potential issues prior to starting a sale process:
Establish a mock data room for data collection
Practice gathering data based on predefined checklist
Alternatively, provide access to systems and documents for me to gather data
Respond to mock buyer questions and additional requests
Identify potential risks with recommendations for avoidance
Due Diligence
You stay focused on deal terms and running the business while I manage due diligence:
Establish a data room for data collection
Gathering data from systems and documents based on requirements
Respond to or generate questions and additional requests
Identify potential risks with recommendations for mitigation
Post Merger Integration
You continue running the business following close while I lead integration:
Oversee required workflows
Lead overall integration and guide workflow participants
Interface with buyer/seller on priorities and timing
Create and maintain change management plan