Mergers & Acquisitions
Mergers & Acquisitions
Downloads
Downloads
Steps to Prepare Your Business for Sale
This includes potential action steps you can take to prepare your business for sale.
Download the checklist here: PDF | Google Sheet
Related Articles:
- Increasing the Value of Your Business | The RVD Model
- Business Exit Plan & Strategy Checklist | A Complete Guide
- M&A Basics: Building a Sellable Business
- Tips on Preparing Your Business for Sale
- Do I Need to Hire a Local Business Broker?
Return on Value Drivers Model (RVD)
The RVD Model is a worksheet that helps you identify and prioritize the action steps you can take that will have the greatest impact to improve the value of your business.
Download the template here: PDF | Google Sheet
Related Articles:
- Increasing the Value of Your Business | The RVD Model
- M&A Basics: Building a Sellable Business
- Alternatives to Non-Competes with Employees
- Reducing Concentrations of Risk Before Selling Your Business
- M&A Process: Informing and Retaining Employees
Potential Buyer List
This spreadsheet helps you create a list of potential buyers who may consider purchasing your company. This can include sources of information that can be used to prepare a buyer list – such as industry directories, publications, events, and so forth.
Download the template here: PDF | Google Sheet
Related Articles:
- M&A Guide | The 4 Types of Buyers of Businesses
- Process for Screening Buyers When Selling a Business
- Selling a Business | How to Screen Individual Buyers
- M&A Guide | Selling Your Business to a Competitor
- M&A Guide | Selling Your Business to Employees
Due Diligence List
This is a sample due diligence list for a small to mid-sized business.
Download the template here: PDF | Google Sheet
Related Articles:
- M&A Due Diligence | Checklist & Overview
- M&A Due Diligence Preparation
- Negotiating the Letter of Intent
- M&A Closing Process | A Complete Guide
- M&A Purchase Agreement | A Complete Guide