818-991-4150
Mentor Securities Home Services Professionals Industries Transactions Contact Us
Learn what sets us apart from others. Meet our professional team at Mentor Securities. Read the latest news from our firm's blog. Fill out our evaluation form to request a consultation.

Pre-Sale Due Diligence

Almost anything you can imagine should be part of the pre-sale due diligence. If a selling company (seller) wants to receive the best terms and price, they must perform a certain amount of their own due diligence.

While not comprehensive, the following are the key aspects of what should be completed:

  1. Designate a leader to coordinate all of the internal and external personnel involved.
  2. Establish a meaningful timeline to complete each critical task.
  3. Ensure that your tax advisers are in-place and very competent. These should include, at a minimum, your accountant, wealth manager and investment banker.
  4. Complete and document the company's standards for at least financial controls; insurable risk (property, product, and employee practices); and, benefits plans.
  5. Review legal and contractual agreements in-place. Determine ownership of assets, especially IP.
  6. Understand work place flow, efficiency, and culture. Assess correcting actions required.
Categories: General

Comments

No Comments Posted

818.991.4150
818.597.3559

200 N. Westlake Boulevard
Suite 204
Westlake Village, CA 91362
Map & Directions [+]

Home
Services
Professionals
Industries
Transactions
Contact Us
Contact Us