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> a list of steps to run an M&a sales process
a list of steps to run an M&a sales process
Preparation Phase
Define the objectives of the sale
Assemble the deal team (internal and external advisors)
Conduct a thorough business valuation
Prepare a comprehensive information package
Marketing Phase
Identify potential buyers (strategic and financial)
Create a targeted marketing strategy
Prepare a Confidential Information Memorandum (CIM)
Distribute CIM to qualified buyers
Due Diligence Phase
Set up a data room for document sharing
Prepare a due diligence checklist
Facilitate buyer access to necessary documents
Address buyer inquiries promptly
Negotiation Phase
Receive and evaluate initial offers
Engage in negotiations with interested buyers
Consider terms beyond price (e.g., payment structure, contingencies)
Draft and finalize a Letter of Intent (LOI)
Closing Phase
Finalize all necessary documentation
Conduct final due diligence
Secure necessary approvals from stakeholders
Complete the transaction and transfer ownership
Post-Transaction Phase
Communicate with employees, customers, and stakeholders
Implement transition plans
Monitor the integration process (if applicable)
Evaluate the success of the transaction and document lessons learned
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