2min chapter

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield cover image

Expert Advice on How To Sell Your Middle-Market Company

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

CHAPTER

How to Provide Financial Information to Prospective Buyers

We'll provide as much financial information as we can get. If we have accountant reviewed statements, reviews or audits, we'll provide those. We'll do the customer one, customer two, customer type of thing when we're going through due diligence. Tax returns or no? Yeah, we'll have tax returns, sure. And provided before they submit an offer? We used to not do that,. But if we have that information, we'll put that in the data room now to help the prospective buyers sharpen their pens to put together a letter of intent.

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