Preparing for a successful merger or acquisition requires strategic planning and thorough preparation. Here are the key steps:

Clean the House: Audit contracts, organize records, and ensure everything is up to date.

Financial Audit: Consider a formal audit to streamline due diligence and boost buyer confidence.

Master Due Diligence: Prepare key documents and anticipate buyer inquiries.

Understand Potential Triggers: Review contracts and voting requirements for approval.

Intellectual Property: Confirm ownership and conduct IP audits.

Assemble the A-Team: Choose experienced advisors and plan for post-deal transitions.

Cap Table & Equity Grants: Ensure accuracy in equity details.

Regulatory Compliance: Verify all licenses and compliance protocols are in place.

Proper preparation can make all the difference in maximizing your company’s value and ensuring a smooth process!