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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 M&A.
Assemble a project team with key stakeholders.
Conduct a SWOT analysis of the company.
Prepare a detailed information memorandum.
Develop a list of potential buyers.
Marketing Phase
Create a buyer profile to target potential acquirers.
Develop a marketing strategy for outreach.
Prepare a teaser document to generate interest.
Initiate confidential discussions with potential buyers.
Due Diligence Phase
Provide access to data rooms for buyer due diligence.
Prepare for buyer inquiries and additional information requests.
Coordinate site visits and management presentations.
Address buyer concerns and negotiate terms.
Negotiation Phase
Evaluate offers and conduct valuation assessments.
Engage in negotiations with interested parties.
Consider deal structures and payment terms.
Ensure legal and financial advisors are involved.
Closing Phase
Finalize the purchase agreement and related documents.
Obtain necessary approvals from boards and shareholders.
Coordinate closing logistics and fund transfers.
Communicate the transaction to employees and stakeholders.
Post-Transaction Phase
Develop an integration plan for the merged entities.
Monitor performance against strategic objectives.
Address cultural integration and employee alignment.
Conduct a post-mortem analysis of the M&A process.
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