The M&A Process

The M&A Process

The M&A process has a number of distinct stages and typically takes 6 to 10 months to complete.

The M&A Process

Finding the Right Buyer

Finding the Right Buyer

There are strategic and financial options. The right buyer is the one that benefits the most from the purchase.

Finding the Right Buyer

Terminology and Documentation

Terminology and Documentation

Before proceeding down the M&A path, here you can familiarize yourself with the terminology and typical documentation used in the process.

Terminology and Documentation

The Purchase and Sale Agreement

The Purchase and Sale Agreement (PSA or SPA in the case of a Share Purchase Agreement) is one document in a set of final documents that completes a company divestiture transaction.  Other documents typically include employment agreements, escrow agreements, non-competition agreements, releases, and more…

When is an MBO a Good Idea?

MBO stands for Management Buy-Out and describes one alternative for an owner-entrepreneur to exit his or her business.  Management can range from an experienced arm’s length team to family members who are active in the business.

The advantages of an MBO include…