The more that is learned during Due Diligence and the more that the two leadership teams can collaborate on ideas during that period, the more accurate this model becomes. Leadership of the acquiring company must typically commit to this model before a valuation of the target company can be completed and an offer made.
Valuation is the process of determining the value or worth of a business. Guidance on valuation is not included in this toolkit, as it is a very specialized area and should be handled by the finance experts in your organization or by a third party.
The list of documents includes the following:. Describes the goals and process of Desktop Due Diligence. It is a general guideline that should be customized for your business and the specific target you are reviewing. Due Diligence is arguably the most important step when it comes to a merger. Planning which specific documents and data to request from the target company can save a lot of time and money, ensuring that you gather all critical information to make an educated decision on whether or not to acquire the business.
Retaining important employees is a crucial step in making a merger or acquisition successful. By creating and plan of who to retain and how to do so in the initial stages of this process, will help ensure a successful lasting merger. The leadership team should be proactive and build the retention plan very soon after the Letter of Intent LOI is signed. The execution of the plan should begin immediately after the announcement of the deal.
The matrix on the next page should be used to outline the key employees that you want to retain. Below are field descriptions for the planning matrix.
Summarizes a refined integration approach, based on leading practices within several different industries, as well as, a wide range of deal sizes. It outlines, in detail, how to implement this framework and methodology step-by-step.
While the methodology is very disciplined and structured, it is also flexible enough to easily customize and scale for each specific deal.
It guides you through what you need to consider, how to keep messaging consistent and what bases need to be covered, minimally. Consists of an 83 page PDF eBook along with all the associated checklists and templates. Submit your information below to receive an email with a download link. Skip to content. Express Zip File Compression Software. Express Zip is a free archiving and compression tool to create, manage, and extract zipped files and folders.
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Use this template to identify and monitor risks for the duration of your merger or acquisition. Understanding the lifecycle of your project — including the phases of your merger or acquisition — is crucial to planning the scope, resources, roles and responsibilities, and deliverables.
This graphic template allows you to visualize your project lifecycle, from analysis and design all the way through implementation and monitoring. Add or delete phases to fit the needs of your endeavor. The driving idea behind a merger or acquisition is that the companies together will be stronger, more competitive, or more profitable than they are by themselves. A merger occurs when two companies of equal size or profitability come together, renounce their individual titles and stock, and continue as one unit.
An acquisition occurs when one company called the acquiring company buys another, smaller company called the acquired or target company. However, both terms generally refer to the consolidation of assets and liabilities that occurs when two entities combine into one. On the buy side, the acquiring company might want access to certain technologies, resources, position in the market, or talent; on the sell side, the target company may want greater financial or market security.
There is a legal component to any merger or acquisition, but that is outside the scope of this article. Note that the templates provided here are intended for business use, not for lawyers.
Planning is vital for both the acquiring and acquired company, as the process is extremely difficult, with substantial data, staff, and money on the line.
Plan early and continuously throughout the merger or acquisition, and set expectations for roles and responsibilities early on in the process. As outlined above, due diligence includes numerous assessments, from valuation to the analysis of synergy and culture. Think of due diligence as an in-depth, multifaceted way of contextualizing multiple companies. With proper due diligence, you ensure that the merger or acquisition is a good fit.
It also confirms that you have the correct tools and adequate resources in place to integrate with minimal disruption to all involved parties. Here is a list of quick tips that will help you get started. Typically, mergers and acquisitions follow a similar process that includes the following general phases:. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
Try Smartsheet for free, today. In This Article. See how Smartsheet can help you be more effective. Roles and Responsibilities Template. Deliverables Chart Template. Synergy and Culture Mapping Exercise. Discounted Cash Flow Valuation Model. Change Management Process Template. Post-Merger Integration Plan.
Strategic Business Plan. Risk Management Plan Template. Project Lifecycle Plan. There are financial and liability concerns with both options, so be sure to consult legal counsel when deciding which route to pursue. Consolidation occurs in both mergers and acquisitions.
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