Keep the seller's historical results distinct from the buyer's staffing, pricing and operating plans. Date the records, explain proposed adjustments and identify who will review them. Separate purchase consideration, transaction expenses and post-closing operating needs; mark unresolved terms as open items. A change log should track revised closing dates, included assets and working-capital assumptions so reviewers use the same transaction version. Don McClain's new article expands the preparation framework. Alianza Partners focuses on business ownership transactions within The Medro Funded Platform℠. Start with a non-confidential acquisition overview and timing; agree on secure document sharing before providing records.
Read the full article (opens in a new tab) ↗News & Media
Business Sales & Acquisitions