Phases For Pre-Sale In M&A
Phase 1: Ensure CIM & VDR are ready
Now that you have collected your data from Financials, Legal, Operations, Human Capital, among potentially many more industry specific insights, it is time to polish your marketing materials and ongoing data management readiness for the buyer.
Phase 2 : List Your Company
Find a broker or list your business across as many forums, sites, and alternative resources as possible to case the widest net to find a buyer.

Phase 3: Valuation Improvement
Buyers want to see a seller that is motivated. While your suitors come in, turn up the activity on improving your valuation and protecting your well earned exit valuation.
Phase 4: Due Diligence
A suitor has been found and it is time to put yoru money where your mouth is. Buyers will go through due diligence often requiring you to take on unforseen requests.
Phase 5 : Sell Your Company
Now that due diligence is over you are now at the final negotiations. Ensure that all of your ducks are in a row in preparation for the big day for both exit and change management.
By the numbers: Effectiveness of M&A Tools
Our Pre-Sale Referring Partners



Want to learn more about pre sale considerations in M&A?
Take a look at the full process and considerations when going into an M&A deal. After learning more our pre sale tools come to life and open up many opportunities to make your next M&A deal smooth and efficent.