TheM&A Selling Process

While the M&A process is long and very complicated below is a summary of the steps followed through a traditional transaction of a privately held company.

Analysis & Decision

• Company Review and identification of owners goals, needs, and objectives
• Identify Limiting Issues
• M&A Market Position and Value Ranges
• Consider Potential Options
• Decide to Enter Market, Implement Value Enhancement Plan, etc.

Preparation & Research

• Conduct Owner and Management Interviews
• Complete Comprehensive Analysis of Company
• "What if" Transaction Scenarios
• Develop Confidential Business Profile (CBP) and Confidential Summary
• Buyer and Industry Research and Target Compilation

Marketing & Buyer Search

• Proactively and Confidentially Contact Buyers (Strategic & Financial)
• Determine Initial Buyer Interest and Obtain Confidentiality Agreements
• Deliver CBP to Appropriate Buyers
• Company Meetings and Presentations

Transaction

• Qualify Buyer Interest, Solicit Offers and Letters of Intent
• Negotiate Deal Value, Terms, and Conditions
• Due Diligence management, Virtual Data Room
• Complete Purchase and other Agreements
• SUCCESSFUL CLOSING
  

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