Pre M&A Business Health Check
The goal of using this checklist is to understand where the Company stands relative to each of the listed areas and items. Many of them will be “N/A” depending on the stage of the Company. These are many of the same issues that will be researched in either banking, equity or M&A due diligence and it’s best to know the answers early on.
For some of these items, the Company will be in good shape. Others may require a level of cost vs risk analysis to determine if it’s worth fixing now, or waiting until the Company is further along. In any event, doing this comprehensive review starts the Company on a path to being “Diligence Ready” and avoiding any last minute surprises that could derail a transaction.
Neal Miller is a Finance & Operations Partner in TechCXO’s Atlanta office. See his full bio here.
Sherwin Krug is a Finance & Operations Partner in TechCXO’s Atlanta office. See his full bio here.