Define your purpose
Are you entering business ownership, expanding an existing company, or adding a new service? Your purpose helps shape the search and the questions worth asking.
A successful acquisition starts with a clear purpose. Define the business you want to own, examine how it operates, and negotiate a transition that supports your plans.
Are you entering business ownership, expanding an existing company, or adding a new service? Your purpose helps shape the search and the questions worth asking.
Outline your preferred industry, geography, size, and ownership role. Separate essential requirements from preferences you can reconsider.
Consider how much time you can commit, the skills you bring, and the management support you will need after ownership changes.
The sequence and timing depend on the business, the parties, and the agreed engagement.
Discuss your objectives, budget, timing, and preferred operating role so the acquisition discussion has a clear direction.
Consider the business overview and the seller’s goals. Agree on confidentiality and information access before reviewing sensitive records.
Examine financial and operating information with the appropriate advisers. Identify questions that could affect fit, funding, or your offer.
Work through the proposed price, payment arrangements, assets or ownership interests involved, and the seller’s transition role.
Resolve information requests and coordinate with your legal, financial, and other advisers on findings, financing, and transaction documents.
Agree on the closing arrangements, handover responsibilities, access to systems, and communication with the people involved.
Review historical earnings, cash flow, owner compensation, and unusual expenses. Ask what supports the results and how they relate to the current operation.
Understand who buys, why they stay, and how revenue is distributed. Consider key relationships, repeat business, and reliance on individual customers.
Clarify who manages sales, operations, and customer relationships. Identify responsibilities that currently depend on the seller.
Review the assets, major agreements, leases, and systems included in the proposal. Identify questions for your advisers about obligations and continuity.
Consider the purchase price alongside operating cash needs, professional costs, and planned improvements. Discuss financing assumptions with your funding sources.
Agree on training, introductions, handover support, and the seller’s availability. A clear transition plan should connect with your operating plans.
You can start with your acquisition goals and preferred criteria. We can discuss the scope of support that fits your situation before an engagement begins.
We can help identify funding questions as part of the commercial discussion. Financing availability, terms, and approval need to be confirmed directly with the relevant funding source.
Within an agreed engagement, we help frame the commercial discussion, coordinate information exchange, and work through price and transition terms. Your advisers handle the legal, tax, accounting, and other specialist matters within their roles.
Use the review to clarify your decision. Questions about earnings, management, funding, or transition may lead you to revisit the terms, request more information, or decide not to proceed.
Tell us what you want to acquire, your timing, and the role you plan to take. Start with the general picture so we can discuss a suitable next step.