Axial

JANUARY 10, 2025

Selling a business is a complex process that demands expertise in areas like financial analysis, marketing, and legal considerations. Preparing for Due Diligence Sell-side advisory services help you prepare for due diligence. Learn more about valuation methods in our post on how to value a company for sale.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consulting 52

Axial

FEBRUARY 22, 2024

Neglecting the NDA’s importance could lead to legal complications later on. 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.

Legal 52

Legal Due Diligence Education Finance 52

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.

Due Diligence 52

Due Diligence Legal Accounting 52

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.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

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.

Due Diligence 52

Due Diligence Legal Liabilities Mergers and Acquisitions 52

Hedgestone

JUNE 24, 2023

This can be especially challenging if the seller has already received a portion of the purchase price, as they may have to take legal action to recoup their losses. Additionally, the seller may not have the legal right to take back the business if the buyer defaults on the loan.

Finance 52

Finance Financing Due Diligence Mergers and Acquisitions 52

Hedgestone

JULY 10, 2023

It allows business owners to have limited liability for the company’s debts and legal obligations while also enjoying the flexibility of a partnership. Conducting Due Diligence Once you have identified an LLC business to purchase, the next step is to conduct due diligence.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Liabilities 40

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?

Due Diligence 52

Due Diligence Mergers and Acquisitions Consulting Consultants 52

Hedgestone

JULY 10, 2023

You should also be aware of any regulations or legal requirements that impact the business. 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 52

Due Diligence Mergers and Acquisitions Assets Consulting 52

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. - They can help navigate legal and financial complexities and assist in finding the right buyers. Ilian Obregon , Astor Walker & Co.

Due Diligence 64

Due Diligence Investment Banks Investment Banking Education 64

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.

Due Diligence 40

Due Diligence Legal Consulting Consultants 40

Hedgestone

JULY 11, 2023

In this article, we’ll guide you through the process of buying someone out of a business, including the legal, financial, and practical aspects. 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 40

Due Diligence Buyout Legal Liabilities 40

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.

Capital 130

Capital Asset Management Due Diligence Assets 130

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.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Assets 130

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.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

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.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

Diamond Consultants

NOVEMBER 29, 2022

Internal investigations are exactly what they sound like, a review undertaken by your firm’s legal and compliance team to gather the facts surrounding a potential infraction. For those that will, there will be an extensive review of the situation by the firm’s legal and compliance team. Let’s start with internal investigations.

Due Diligence 52

Due Diligence Legal Accounting Investing 52

The Private Equiteer

SEPTEMBER 20, 2022

They have included material on much more than just the model so you would also learn about how to review CIMs, prepare legal documents, handle due diligence work, and the basics of debt financing. The deal process walk-through is comprehensive and representative of a typical process.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

Pension Pulse

OCTOBER 23, 2024

“The SBA is always evaluating opportunities to reposition investments in the fund, and to shift between strategies when those decisions can optimize our portfolio and maximize return,” Emily Percival, the Florida SBA’s director of external affairs and special projects legal counsel, said in an emailed statement. “As percent in 2013 to 12.4

Funds 59

Funds Stakes Due Diligence Assets 59

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.

Due Diligence 40

Due Diligence Liabilities Assets Taxes 40

Hedgestone

JUNE 4, 2023

When selling a business without a broker, you’ll need to take on many of the responsibilities that a broker would typically handle, such as marketing your business, conducting due diligence, and negotiating with potential buyers. You’ll also need to have a solid understanding of the legal and financial aspects of the sale.

Due Diligence 52

Due Diligence Mergers and Acquisitions Legal Consulting 52

Hedgestone

JUNE 13, 2023

Business brokers can provide a range of services, from preparing the business for sale to finding qualified buyers and helping with due diligence. This rate is based on industry averages and takes into account the various costs associated with selling a business, such as marketing expenses and legal fees.

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

The Motley Fool

FEBRUARY 28, 2024

Another example, DLA Piper, a global law firm pioneering technology innovation in the legal sector, worked with C3 AI to create a first-of-kind generative AI application to streamline the analysis of complex legal agreements. So, it's really -- this is -- this is pretty neat.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

Hedgestone

JULY 10, 2023

What are the legal and regulatory considerations? Legal and regulatory considerations are important when buying a business. You should review any contracts, licenses, permits, or other legal documents associated with the business, and understand any regulations or laws that may impact the industry.

Legal 40

Legal Due Diligence Consulting Consultants 40

Hedgestone

JUNE 17, 2024

They assess the value of a business, market it effectively, negotiate on behalf of their clients, and ensure all legal and financial proceedings are handled correctly. This due diligence will not only help you select the most competent broker but also ensure that they align with your entrepreneurial vision and goals.

Legal 52

Legal Due Diligence Fee Structure Startups 52

Hedgestone

JULY 10, 2023

Due Diligence and Closing Once a buyer has been identified, we can assist with the due diligence process to ensure that the buyer is qualified and can successfully operate the business. We understand the complexities of selling a business during a divorce and can help you navigate the negotiation process successfully.

Due Diligence 40

Due Diligence Mergers and Acquisitions Taxes Consulting 40

SuperAngel.Fund

MARCH 24, 2023

I spent countless hours making investor intros, hosting pitch events, copy editing emails, providing deck feedback, introducing them to my top legal advisors, and more. I worked with lawyers and an accountant, opened a bank account, got everyone to sign documents, collected money, and closed my first SPV on December 12, 2017.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. SARA GRILLO: As the financial advisor representing the consumer, does the consumer have a legal right to this information from the insurance company? Variable products, yes. SARA GRILLO: They should.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

The Motley Fool

AUGUST 9, 2023

Furthermore, we have actively secured multiple sources of non-dilutive capital as we diligently expand our global green hydrogen generation network. Presently, Plug is in the final stages of the second round of due diligence with the DOE loan program office for $1 billion project financing facilities.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Due Diligence Leveraging Capital 100

Indigo Marketing Agency

OCTOBER 25, 2019

We did a financial plan, we got some state documents done. Barron’s is fantastic as well for this, and there’s lots of other good conferences out there, but I mean, as far as what’s coming down the road… The other is commit six months and do deep due diligence. Fast-forward to today. Go out there.

Assets 52

Assets Due Diligence Private Equity Firms Private Equity Firms 52

Sara Grillo

MAY 8, 2023

Well, you’ve seen the website and… Yeah, the Andy actually bought an IU policy and he’s taking us with him on his journey, he has a whole website that goes over all the documents that he got when he bought it and… It’s absolutely phenomenal. BOBBY SAMUELSON: Not it probably is. BOBBY SAMUELSON: I love it.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Pension Pulse

MAY 8, 2023

including "extensive training, document verification, biometrics and multiple layers of audits." There's blame to be passed upon the mother who obtained the false documents so her child could work. Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance."

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. In fact, there is already legal pushback from the industry.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Motley Fool

AUGUST 10, 2023

These documents may similarly be accessed via SEDAR and EDGAR. And just to follow up on Bevo, I know you didn't own the business, but -- but I would have to imagine your due diligence would have given you a sense of what its year-ago revenues would have been. and Aurora Cannabis wasn't one of them!

Capital 130

Capital Due Diligence Debt Shareholders 130

The Motley Fool

AUGUST 8, 2024

So when you're working on these final investment decisions for projects that are over billions of dollars, you have to do significant due diligence in engineering. We meet with them regularly and are meeting again in two weeks to continue their final due diligence and move the process along. billion loan facility.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Due Diligence Finance 130

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So we’ve, we purchased, and most of the homes were purchased one at a time, independent due diligence, independent construction management to get the home back up to current market standards. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59