Connect each acquisition diligence issue to a decision. Identify the question, analysis needed, person delivering the work, authorized decision-maker, dependent transaction step and review date. Sort issues into factual responses, professional analysis, commercial discussion or buyer decisions. The seller, buyer, counsel, accounting and tax professionals, and any lender retain their respective roles. A coordinator tracks progress. Record resolved decisions, who made them and the next action; keep required third-party agreement visible until appropriately documented. Bring unresolved transaction questions to Alianza Partners. Individual engagement terms apply. General planning information, not legal or tax advice. Explore the forthcoming FUNDED by Don McClain.
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Business Sales & Acquisitions