Transition

Transition Checklist   MOVING A PRODUCT LINE   Designate a project team to have overall responsibility for assigning or completing this checklist. This team leader becomes the focal point to manage the process Gather and review all outside sourcing documents...

The Deal

The Deal Checklist   Have we carefully reviewed both companies’ operating forecasts including methodology and rationale?   Have we received a detailed third-party review of the company’s financial statements?   Is our revenue pro-forma for the combined...

Qualifying the Candidate

Qualifying the Candidate Checklist   During the negotiation process, gather information to qualify the candidate. Before you can discuss a deal in any detail, you will need to answer most of these questions.   Is management retention important?   If yes,...

LOI

LOI Checklist   Does the LOI cover all of the points and issues discussed during the negotiation process?   Have we reviewed all previous checklists to verify that all those issues have been addressed in the LOI?   Does the LOI clearly describe: What we are...

Due Diligence

Due Diligence Checklist (The Long Form)   The following checklist contains information the buyer must obtain about the seller before a comprehensive, accurate analysis of the business can be made.   The company: Present legal name Date the company originated...

Acquisition Strategy

Acquisition Strategy Checklist   What are we trying to accomplish?   Is this in concert with our strategic plan and our vision for the future?   Will this acquisition strategy help us do that?   Will this acquisition strategy lead us to new...

TEC- Financial Overview for Executives – Ron Fleisher

Key Financial Statements   Financial statements are summaries of business activities expressed in numerical formats. They help you:   Identify the results of your company Compare your business against your industry, prior year and current budget Establish...

The Bankruptcy Strategist – Defending Preference Actions

  February 1994 – The Bankruptcy Strategist Don’t Write That Check Yet: Checklist: Defending Preference Actions By Karen L. Myers Zauner and Monique D. Almy   From an unsecured creditor’s point of view, one of the most difficult “inequities” arising out of a...

Use the holidays to enhance your sales presentation

SALESMOVES Use the holidays to enhance your sales presentation It's likely you will be with family over the holidays. Great times. Reunions. Happiness. Tears of sadness and joy. Great food. Gifts. People you love. People you kind of love. And did I mention great food?...

A bite out of the Big Apple

A bite out of the Big Apple 1979: I learn that I have been undervaluing myself This is a series I started in January: "Six decades of business lessons." I'm shoring the experiences that helped hone my managerial and marketing skills. I was six months short of...