Axial

OCTOBER 21, 2024

Start the M&A Process Determine the value of your business Collect and review key documents Identity and engage potential buyers 5. Finalize the Sale and Close the Deal Complete due diligence Manage buyer questions and site visits Negotiate, sign, and close the deal 1. This phase helps you verify your readiness to sell.

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Axial

DECEMBER 19, 2023

If an issue surfaces, the seller can take time to correct the problem before going to market, or at least disclose it during due diligence. A sell-side QofE can also help expedite due diligence. When a seller undergoes a QofE, many of the documents and supporting data required also apply to a buyer’s diligence process.

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Private Equity Wire

DECEMBER 3, 2024

These technologies allow firms to process massive volumes of unstructured data—such as PDFs, legal documents, and financial reports—at unprecedented speed, scale but also precision. AI agents have the potential to revolutionize how PE firms manage their portfolios.

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Private Equity Wire

JANUARY 30, 2024

AI has also made inroads in the dealmaking process itself, with a significant share already using or planning to use it in their internal documentation (74%) and for M&A due diligence (63%). These AI-infused technology businesses are likely to be of interest to PE firms and strategic acquirers.”

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Axial

JANUARY 18, 2024

Prepare for due diligence. Be ready for due diligence, which means organizing your financials as much as your legal documents. One way to avoid disputes in purchase price is for sellers to double and triple-check that all adjustments to restated EBITDA are appropriate and supported through proper documentation.

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Hedgestone

JULY 5, 2023

Benefits of Having a Lawyer When Selling Your Business Protecting Your Legal Interests Selling a business involves a significant amount of legal paperwork and documentation, including contracts, agreements, and disclosures. Due Diligence Managing due diligence can be a time-consuming and complex process.

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Axial

JANUARY 10, 2025

Preparing for Due Diligence Sell-side advisory services help you prepare for due diligence. Due diligence is a lengthy process where a buyer will be asking for and reviewing important business documents. Once executed, you’re officially in the due diligence phase.

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Hedgestone

JULY 10, 2023

It can be a profitable investment, but it’s important to do your due diligence to ensure you’re making a smart decision. Due Diligence Before finalizing the purchase of a car wash business, it’s important to conduct due diligence.

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Hedgestone

JUNE 5, 2023

Business brokers can assist with a variety of tasks, such as business valuation, marketing, negotiations, due diligence, and closing. Due Diligence Before a business transaction can be completed, due diligence must be performed. How Can a Business Broker Help You?

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Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. This preparation will allow you to confidently address any questions buyers may have during due diligence.

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Hedgestone

JULY 10, 2023

Due Diligence The buyer will want to conduct due diligence on your business before closing the deal. Negotiating the Purchase Agreement Once due diligence is complete, you need to negotiate the purchase agreement. We can also help you address any issues that may arise during the due diligence process.

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Hedgestone

JULY 10, 2023

These documents will give you an idea of the business’s revenue, expenses, and profitability. Conducting Due Diligence Once you have a basic understanding of the business, it is time to conduct due diligence. Due diligence is the process of investigating and verifying the information provided by the seller.

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Axial

JULY 13, 2023

The letter of intent is a more formal document than the IOI, and outlines a final price and deal structure that a buyer puts forward for a target company. During this time, buyers conduct a full due diligence process, while continuing to have meetings with the company’s management team to better understand the business.

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Axial

JUNE 29, 2023

For business owners looking to transact, it is important to have an understanding of the critical documents within an M&A process. If you’re unrepresented, a deep understanding of these documents is even more important. This document expresses the buyer’s genuine interest in acquiring or investing in the target company.

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Hedgestone

JULY 10, 2023

Keep in mind that buyers will conduct their due diligence and scrutinize every aspect of your business. Documenting Your Business Processes Documenting your business processes is crucial for ensuring a smooth transition of ownership. These improvements can make your business look more appealing and increase its value.

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SuperAngel.Fund

FEBRUARY 26, 2024

✅ DO: Assume that whatever materials you send will be passed around and write those documents accordingly. ✅ DO: Assume that whatever materials you send will be passed around and write those documents accordingly. It’s going to happen whether you like it or not.

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Insight Partners

DECEMBER 5, 2024

Auquan automates tasks like due diligence and portfolio monitoring by aggregating data from management accounts and public filings, giving FIs real-time views of business risks. “We We use finance-specific RAG agents to automate complex diligence and monitoring workflows,” explains Founder and CEO Chandini Jain.

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Hedgestone

JUNE 29, 2023

They ensure that all required documents are included and that the application meets the lender’s or investor’s requirements. Due diligence Business capital brokers perform due diligence on behalf of their clients to ensure that the lender or investor is reputable and that the financing terms are fair and reasonable.

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The Motley Fool

NOVEMBER 8, 2024

This document is available on the Investor Relations section of the company's website at mainstcapital.com. But we've also had a number of transactions or investments that we were actively executing on in due diligence and legal documentation that just, for one reason or another, slipped away.

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Hedgestone

JULY 11, 2023

Due Diligence After negotiating the terms of the deal, the next step is to conduct due diligence. Due diligence involves reviewing the company’s financials, legal documents, and other critical information to ensure that the buyer is making an informed decision.

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Hedgestone

JUNE 24, 2023

Conduct due diligence Before you commit to purchasing the business, it is essential to conduct due diligence. This will involve reviewing the business’s financials, operations, and legal documents. Make sure that you fully understand the terms before agreeing to anything.

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Axial

FEBRUARY 15, 2024

Ensure financials are GAAP-compliant and ready for scrutiny; if they aren't, have a Quality of Earnings done pre-marketing process and be ready for due diligence. - Have a real team of people underneath them that can operate the business in their absence.

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Hedgestone

JULY 10, 2023

Conducting Due Diligence Once you have identified an LLC business to purchase, the next step is to conduct due diligence. Due diligence is the process of evaluating a business to determine its financial and legal standing.

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Axial

FEBRUARY 22, 2024

Materials may include conversations, written notes, analysis, and documents produced with the use of the confidential information. Ensuring these parties have access to the confidential information is critical for due diligence and analysis. It often includes employees, contractors, attorneys, advisors, and financing sources.

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Hedgestone

JUNE 20, 2023

However, before you sign on the dotted line, it’s important to do your due diligence and ask the right questions. During this process, you will receive a franchise disclosure document (FDD) that provides detailed information about the franchisor and the franchise opportunity.

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Axial

DECEMBER 16, 2024

This will allow you to confidently address any questions buyers may have during due diligence. A third-party Quality of Earnings (QofE) assessment can validate your financials, identify issues to resolve, and expedite due diligence, ensuring a smoother sale.

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The Motley Fool

JANUARY 25, 2024

So early adopters, they need a lengthy due diligence process. For example, before winning SuperVision on Porsche, we underwent thousands of miles of public road rides in Europe and in the US with a due diligence that took almost a year. And we foresee a number of design wins, both in western and in China during 2024.

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Hedgestone

JULY 11, 2023

Conduct due diligence: Before finalizing the deal, you’ll need to conduct due diligence on the business to ensure that there are no hidden liabilities or other issues. Due Diligence A business broker can help you conduct due diligence on the business to ensure that there are no hidden liabilities or other issues.

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Udu

MAY 24, 2023

Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company. This includes analyzing financial statements, legal documents, management team credentials, and industry trends.

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The Motley Fool

AUGUST 9, 2024

This document is available on the investor relations section of the company's website at mainstcapital.com. We believe that the opportunity existed to lead or co-lead the vast majority of our private loan investments, whereby we were able to directly manage the due diligence, the loan documentation, and the post-investment process.

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Axial

DECEMBER 22, 2023

The BIG 8 Avoidable Mistakes That Derail Deals Read Full Article 7 M&A Documents Demystified Selling a company requires many complicated M&A documents and this eBook breaks down the main seven. Enjoy these featured podcast episodes from 2023. To download, enter your email below. It must be accurate, interesting, and error-free.

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Pension Pulse

OCTOBER 23, 2024

The slides below were taken from the SBA's investment advisory meeting in June (see full document here , it's extremely detailed): You should also read SBA's latest monthly trustee report here as it too is packed with detailed information. percent in 2023, according to documents prepared for the meeting. percent in 2013 to 12.4

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Hedgestone

JULY 10, 2023

We can help you value your cleaning business, market it to potential buyers, negotiate the best deal, and guide you through the due diligence and closing process. Complete Due Diligence After you have agreed on the terms of the sale, the buyer will typically conduct due diligence on your business.

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The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

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Axial

OCTOBER 14, 2024

When it comes to balancing outreach with confidentiality, a broker will create three standard documents during the initial stages of the sale: The investment teaser: This document introduces your business to potential buyers, sparking interest without revealing your identity. It outlines what makes your business valuable.

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Hedgestone

JUNE 22, 2023

A seller should ensure that their financial statements are accurate and up to date to avoid any surprises during due diligence. A seller should be aware of the value of their intangible assets and be prepared to provide documentation to support their value. Location The location of a business can also impact its value.

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Hedgestone

JUNE 9, 2023

Business brokers are also responsible for advertising and marketing businesses for sale, screening potential buyers, and preparing the necessary documentation. They assist with valuing businesses, negotiating prices, and ensuring the sale is completed successfully. Why Do You Need a Business Broker License?

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