Preparing for an M&A: Is Your Organization Ready?

A few of the most common mistakes in M&A transactions include poor due diligence, quantifying value in the wrong way, and not getting comfortable with the integration.

When planning an acquisition or divestiture, companies need a wealth of information in short periods of time. The same information needed for investors, tax regulators and service providers is also required by everyone else. It’s easy to share data spreadsheets, but getting a clear picture of the “big picture” is hard without proper recordkeeping.

It is important to have records of your company in order. Organizational structure, current policies and procedures, operational procedures, investments and information on major stakeholders will come in handy at a time like this. 

 If you are currently unprepared for a private-equity firm to conduct a due diligence of your company, then it is likely that several weeks have passed since you last looked at basic legal documents. 

It is important and prudent to have a thorough review of all corporate records looking at the details that would affect an M&A. An experienced team of Corporate Secretarial professionals will help you navigate every step of the way. 

The M&A process starts months before the actual deal is closed. You would want to be very alert and keep the records of your business in order during this time. Have you started organizing your boardroom yet?

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