Preparing for Due Diligence in M&A Transactions: Essential Document Checklist

The due diligence process is stressful and has high stakes for both sides of any acquisition. Jonathan Wilson returns to M&A Talk to highlight the importance of preparing for the due diligence stage and what to expect during this period of a business sale. He discusses the differences between how various types of buyers handle due diligence, gives an overview of what documents are needed, what to look out for, the need for speed, and how to prepare for due diligence from the very beginning of the sale process.

View the complete show notes for this episode

Learn More:

• M&A Due Diligence | Checklist & Overview
• M&A Due Diligence Preparation
• The Role of Family Offices in M&A

Additional Resources:

• Planning to sell your business? Schedule a free consultation today.
• Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
• Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
• To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

Listen to Other Episodes:

• After the Sale – Planning a Smooth Integration with the Buyer
• 8 Simple Ways to Increase the Value of Your Business
• Do You Need to Prepare for Due Diligence When Selling Your Business?
• Why Seller Due Diligence is Vital to a Successful Sale