Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a memo of understanding or letter of intent; due diligence; and the transaction agreement and signing of the partner/shareholder agreement. Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. Developing a plan to guide the merger transaction and related checklists starting with selecting the best firm to partner and combine with and the ensuing pre- and post-merger activities, is crucial to a successful merger.
Develop and implement a merger strategy
Select the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future
Compare and agree on the best criteria and steps to achieve a successful merger
Construct and negotiate the Letter of Intent
Construct and negotiate the details of the merger transaction, the merger agreement, and supplementary agreements
CEO, Senior Consultant,
Accountants Advisory Group LLP