1. Define the transaction
Define a realistic target and a total budget that includes working capital and urgent investment.
2. Verify the evidence
Verify financial statements, tax, debt, contracts, employees, litigation and customer concentration.
3. Structure value and risk
Separate value from asking price and document payment terms, guarantees and retained cash.
4. Document the agreement
Use a letter of intent followed by financial, legal, tax, social and operational due diligence.
5. Prepare execution and transition
Plan the first 100 days, knowledge transfer and communication with key stakeholders.
