Due Diligence Preparedness

You only get one chance to make a first impression 

Due Diligence Preparedness

You only get one chance to make a first impression 

First impressions are everything.

Whether you’re ready to sell your business or looking to raise capital, the due diligence process is going to play a major role in the success of the transaction. Getting it right from the beginning could be the difference. Don’t miss the chance to make the best first impression by being fully prepared for the due diligence process.

In this paper, financial experts from Eventus and legal experts from Rimon Law discuss their proven strategies in preparing firms for the due diligence process, including:

Raising outside capital

Help your firm get the capital it needs to succeed by being prepared,

Selling your business

Proper due diligence can only help your valuation when looking to sell.

Pro tips for managing the process and delivering data and documentation

Done correctly due diligence can be efficient and effective.

 

Don’t let poor due diligence prep derail your deal! 






    Topics Covered:

    • Introduction: What is Due Diligence?

     

    • The Due Diligence Process – Capital Raise with Outside Investors
      Initial disclosure – Negotiation – Term sheets – Exclusivity – Deep dive due diligence – Definitive documentation – Funding, costs and equity issuance

     

    • The Due Diligence Process – Selling your Business
      Role of bankers and buyers – Negotiation – Deep dive due diligence – Definitive documentation – Stock vs. asset purchase – Closings and funding

     

    • The Due Diligence Checklist

     

    • The Due Diligence Data Room
      Assembling the documents – Managing data requests – Maintaining confidentiality – Documentation: what do you need to have?

     

    • Conclusion: Be prepared because you only get one chance to make a first impression.