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Overview
Provide an overview of the acquisition at stake.
Investment goals
Discuss the firm’s investment goals.
Are you buying this to sell in 3-5 years?
Are you buying this to hold and build earnings?
Are you buying this to transform?
Selling
Discuss what the company will look like if we sell.
Is the landscape ripe for consolidations?
Will the growth come organically with core process improvements – sales, logistics, operations, etc?
Action items
What came out of this meeting? What are the next steps?
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