Structuring the Deal

Looking at the Whole Picture

One of the most critical and common mistakes that independent financial advisors make in the merger and acquisitions (M&A) space is to treat every sale or acquisition target the same way. They apply one valuation approach, one documentation approach, and a common set of payment terms without accounting for size or structure of the opportunity.

In this white paper we discuss the importance of applying the appropriate approach, documentation, and deal terms to each unique transition. We'll highlight some important differences including:

  • Asset vs. Stock Sale
  • Business Enterprise Levels
  • Deal Terms
  • Agreement Types

You need to understand how to execute a successful sale whether you're selling what you've built to someone else, or growing your business through acquisition.

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