Many preparations should be completed by business owners and their sell-side advisory firm before the official transaction process begins. These preparations include Preliminary Due Diligence and a Benchmark Valuation. Completing these is imperative to ensuring a successful transaction. The following list breaks down the Preliminary Due Diligence and Benchmark Valuation and is intended to educate business owners on the key processes that should be executed by their sell-side advisory firm prior to starting the transaction process.

A strategic buyer is a competitor or industry peer that wants to grow through acquisition. Strategic acquisitions provide many advantages to the seller and typically yield the most attractive financial terms.

Efficient internal operations can add immense value to your business during an exit event. Below are a few ways you can evaluate your current processes and identify areas of improvement:

Surviving the challenges of due diligence is a critical step in the process of selling a company or raising capital. Unfortunately, many business owners do not make it through the process because they are not prepared or understand buyer/investor due diligence challenges.