Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a memo of understanding or letter of intent; due diligence; and the transaction agreement and signing of the partner/shareholder agreement. Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. Developing a plan to guide the merger transaction and related checklists starting with selecting the best firm to partner and combine with and the ensuing pre-and post-merger activities, is crucial to a successful merger.

• Partners
• Managers
• Those involved with M&A

• Learn how to organize, plan, and structure a merger transaction.
• Learn to create checklists to accomplish the following:
  • Developing and implementing a merger strategy.
  • Determining the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future.
  • Determining and agreeing on the best criteria and steps to achieve a successful merger.
  • Structuring and negotiating the Letter of Intent.
  • Structuring and negotiating the details of the merger transaction, the merger agreement, and supplementary agreements.
  • Post-merger action items
• How to avoid the risk of a terminated transaction after many months of discussions by properly planning and structuring the sensitive deal terms, completing a comprehensive Letter of Intent, identifying deal breaker issues, and dissenting partners and traps early in the negotiation stages.

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