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    Sell Side M&A Process Infographic

    Sell Side M&A Process


    Pre-Marketing Stage

    Analyze Data and Define Strategy (1-2 weeks)

    • Understand business objectives
    • Establish virtual data room
    • Organize core financial/operational data

    Develop Marketing Assets (3-4 weeks)

    • Produce Confidential Information Memorandum (CIM)
    • Create buyer list
    • Create projections

    Marketing Stage

    Go to Market (4-6 weeks)

    • Solicit buyers
    • Execute NDAs
    • Respond to buyer question

    Vet Initial Offers (1 week)

    • Receive initial indications of interest
    • Determine buyers to move forward

    Meet Potential Buyers (3-5 weeks)

    • Hold management meetings
    • Conduct site visits
    • Provide additional due diligence

    Narrow Buyer Pool (2 weeks)

    • Review revised buyer offers
    • Recommend buyer
    • Negotiate & Execute Letters of Intent (LOI)

    Prepare for Closing (8-10 weeks)

    • Negotiate purchase and ancillary agreements
    • Facilitate buyer due diligence



    Largest Transactions Closed

    • Target
    • Buyer
    • Value($mm)

    Visit our Exit Planning Library to find additional resources to help guide you through the exit planning process.

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