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

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

Expert Advice on Preparing for Due Diligence in Middle-Market M&A

Dec 15, 2023
Learn about the importance of preparing for due diligence in middle-market M&A deals. Discover the differences in how various buyers handle due diligence, the key documents needed, and the need for speed. Understand the emotional struggles faced by sellers during this high-stakes process and the importance of mental well-being. Gain insights on essential steps for sellers to navigate the due diligence stage effectively.
50:18

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Due diligence is crucial for validating assumptions and ensuring a successful transaction.
  • Preparing for due diligence requires emotional preparedness, time commitment, and delegation of responsibilities to streamline the process.

Deep dives

Understanding the Role of Due Diligence in the Sale Process

Due diligence is a critical stage in the sale process, where buyers investigate theories concerning the value of the company by asking in-depth questions about various aspects such as operational, financial, tax, and insurance nuances. It serves as the last step before finalizing the deal and is triggered by signing a non-binding Letter of Intent (LOI). Due diligence is essential for validating assumptions and ensuring a successful transaction.

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