Practical checklists for the steps of a transaction

Preparation checklists guide businesses through every step of the sales process, from prospecting to closing and post-sale follow-up. They ensure that no crucial step is missed, improving efficiency and customer satisfaction. These checklists provide a clear structure for an organized and successful sales process.

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  • Negotiation preparation list

    Negotiation preparation list

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    Negotiation preparation list

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    This list provides steps and strategies for effectively negotiating the terms of a transaction, including preparation, discussions and finalization of the agreement. Use this list to structure your negotiations and...

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  • Diligent Review List

    Diligent Review List

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    Diligent Review List

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    This list details procedures for thoroughly verifying a company's financial, legal, and operational information before a transaction. Use this list to conduct rigorous due diligence and minimize risks.

    Industry

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    Known EBITDA

  • Enterprise Value Assessment List

    Enterprise Value Assessment List

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    Enterprise Value Assessment List

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    This list covers the steps necessary to assess the value of a company, taking into account financial, operational and market aspects. Use this list to get an accurate and complete...

    Industry

    Monetization

    Known EBITDA

  • Purchase preparation list

    Purchase preparation list

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    Purchase preparation list

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    Monetization

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  • Sales preparation list

    Sales preparation list

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    Sales preparation list

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  • List of the role of specialists at each stage of the transaction

    List of the role of specialists at each stage of the transaction

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    List of the role of specialists at each stage of the transaction

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    This list details the responsibilities and contributions of experts such as lawyers, accountants, and financial advisors throughout the transaction process. Use this list to ensure effective coordination and appropriate expertise...

    Industry

    Monetization

    Known EBITDA