A Business Broker’s Role in Due Diligence
This article aims to provide an in-depth understanding of how a business broker prepares for and manages the due diligence process, emphasizing best practices and effective strategies employed by brokers.
Stock Purchase Agreement
If you’re planning to buy a small business, a Stock Purchase Agreement is an essential document to facilitate the transaction. Our Stock Purchase Agreement template helps streamline the acquisition process, ensuring a smooth transition and protecting your interests. TABLE OF CONTENTS Stock Purchase vs. Asset Purchase: What’s the Difference? In our article on deal structures,…
Financial Due Diligence in Small Business Acquisitions: An Essential Guide
Unlock the secrets of financial due diligence in small business acquisitions. Discover four key types of financial due diligence, understand their application, cost, and timing, and learn how to avoid common pitfalls. Plus, explore how DueDilio can connect you with vetted professionals for a smoother due diligence process.
Technology Due Diligence Checklist
Download our comprehensive Technology Due Diligence Checklist template and streamline your business acquisition process. Perfect for assessing the technological aspects of potential acquisitions, from software and hardware to IT infrastructure and data security. Start making informed acquisition decisions today
Letter of Intent (LOI) for Stock Purchase
TABLE OF CONTENTS What is an LOI? An LOI, or Letter of Intent, is a formal, written document that initiates the process of a business deal by outlining the basic terms agreed upon by both parties. It’s a roadmap that sets the course for further negotiations and more detailed agreements. The Importance of LOI…
Letter of Intent (LOI) for Asset Purchase
TABLE OF CONTENTS What is an LOI? An LOI, or Letter of Intent, is a formal, written document that initiates the process of a business deal by outlining the basic terms agreed upon by both parties. It’s a roadmap that sets the course for further negotiations and more detailed agreements. The Importance of LOI…
The Power of Strategic Leadership During Mergers and Acquisitions
Strategic leadership during M&A activity allows leaders to effectively assess and manage risk factors. They do this by building their leadership capacity and providing direction in complex or uncertain situations, which requires an intimate understanding of both organizations.
In this article, Finro shares their 5-step process to build an initial business valuation using the comparables method.
Instant ROI With a $1.2M Tax Credit in Post-Acquisition Due Diligence
When you’re buying a small business, it can be hard to find affordable due-diligence help with the expertise you need. That was the struggle Boston-based buyer Matt Hogan confronted, particularly when it came to financial help. An experienced buyer with a focus on purchasing medical-services businesses, he found that few local accountants had the industry expertise he needed, both for due diligence and post-sale, as he looked to improve profitability in his acquisitions.
In the past, Hogan had tapped his own rolodex and networked to find CPAs to help him analyze the financials of previous acquisitions. He’d connected with financial pros this way, but felt he overpaid and didn’t get the individualized attention he needed. He followed several Facebook groups about M&A and contacted some of the accountants he saw posting there, but found their fees “too expensive for what I got.”
In 2021, a potential investor in one of his acquisitions told him about DueDilio founder Roman Beylin and the network of M&A due diligence experts he’d built. It turned out to be a fortuitous introduction that connected Hogan with an accounting team he needed to institute better reporting systems at a medical-services acquisition.
That team ended up exceeding all Hogan’s expectations. He reports the financial team went above and beyond their assigned duties to help him identify a lucrative opportunity that more expensive providers who’d reviewed the deal never spotted.
A First-Time Business Buyer Saves $200K–With Help From 3 DueDilio Professionals
In February 2022, Menon began his search to acquire a business that fit his budget and his interests. Some major issues were revealed during due diligence on his acquisition that led to Menon cutting his offer price.
Fortunately, a trio of DueDilio professionals in finance, legal, and technical due diligence were on hand to keep the deal from going off the rails. With his due-diligence team’s help, in September 2022, his seller accepted his lowered offer–and Menon achieved his dream of becoming a first-time business owner.
Read on for full details on how Menon found the right business for his interests and budget, and navigated a complex due diligence journey.
The Top 10 Marketplaces for Buying or Selling Your Business
Negotiating a purchase of a business is one of the key stages of the business buying process. Negotiation involves crafting a deal that focuses on the common goals between parties in order to find a desired outcome.
Once you get to the phase where you have determined a valuation range and it is time to negotiate the purchase price, you want to be as prepared as possible. In this article, we will cover five key factors to keep in mind as you go into a negotiation, as well as some of the key parts of the deal structure that can be negotiated.
Below are five key factors to keep in mind when crafting a win-win scenario between yourself and the seller of a business.