Situation
Missteps in this stage of a potential transaction can be costly or even result in the loss of a deal.
- Poor or uncoordinated communication is the cause of many lost deals.
- Knowing when to bring in your team is tricky and must be done right.
- Minimizing the disruption during due diligence is vital.
- Deal structure has tax consequences that must be understood early.
Assessment
Knowledge of what to expect at each step in the deal process helps to stay on track.
- Identify your preferred deal structure in advance.
- Communicate and track diligence requests.
- Ensure management team is aware of and prepared for the likely deal flow.
- Develop communication for your organization when and as needed.
Action
Evergreen will coordinate internal and external team members with you to achieve the best outcomes.
- Avoid management burnout with efficient communication and coordination.
- Provide the heavy lifting support during due diligence and negotiation.
- Maintain deal momentum with timely actions for all requests.
- Support document review of business issues where needed
Outcome
Evergreen provides the right combination of deal coordination and active involvement as advocate for your interests.
- A successful close focused on maximizing value.
- Minimization of disruption during the entire process.
- Access to external and specialist resources when needed.
- Improved likelihood of achieving a successful close.