The seller of the business should use this Merge and Acquisition Management Meeting Agenda to exchange vital information with the buyer of the business.
Start with a brief introduction and round table of those attending the meeting.
💸 Buyer discussion
The buyer discusses relevant aspects of the acquisition.
Overview of company or fund
Overview of investment strategy
Reason for pursuing the seller
🤝 Seller discussion
The seller provides an overview of their interests.
Overview of objectives (Sell the entire company, a portion, etc.)
Is the seller amenable to structuring?
Cash at closing preferences?
List the key strengths of the business (brand name, revenues, profits).
⚙️ Recent changes
Discuss recent improvements or changes to the business.
📈 Financial update
Provide updated financials and revenue forecasting.
✅ Action items
What are the next steps? What are the action items?
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