Mergers and Acquisitions for Technology Providers
Reading Time: 4 minutesA story about how the wrong advisor can cost you time, leverage, opportunity, and money. And how to know if your advisor is a deal coordinator or a deal quarterback.
How to Tell If Your M&A Advisor Is Actually Leading the DealRead More
Reading Time: 6 minutesGetting the offer is a big step forward. But seeing its full potential can only be done with an experienced M&A advisor by your side.
Signed an LOI? Why You May Still Need an M&A AdvisorRead More
Reading Time: 7 minutesNo one wants to have to create a projection or forecast from scratch, so here are my 10 tips on how to create a quick and easy forecast that even a non-accountant can do easily.
Creating Projections – My Easy 10-Step Guide for Those Who Need Them Fast!Read More
Reading Time: 5 minutesWhat are representations and warranties? This is a part of the M&A process that can go under the radar, leading to an end-of-process scramble. Learn all you need to know about the process of documenting reps and warranties, including examples and when to start.
Reading Time: 4 minutesThis was a real text I received from a colleague. Here is a warning on the top documents you should focus on locating and storing in the cloud NOW, so you aren’t left hanging in the case of an emergency!
Reading Time: 4 minutesThis due diligence request list will help you understand what documents are required for due diligence and when a buyer is requesting too much info.
Top 10 Due Diligence Request List for an LOI or IOIRead More
