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Merge and Acquisition Management Meeting Agenda

The seller of the business should use this Merge and Acquisition Management Meeting Agenda to exchange vital information with the buyer of the business.

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What’s inside this Merge and Acquisition Management Meeting Agenda:

1👋 Introduction

Start with a brief introduction and round table of those attending the meeting.

2💸 Buyer discussion

The buyer discusses relevant aspects of the acquisition.

  • Overview of company or fund
  • Overview of investment strategy
  • Reason for pursuing the seller

3🤝 Seller discussion

The seller provides an overview of their interests.

  • Overview of objectives (Sell the entire company, a portion, etc.)
  • Is the seller amenable to structuring?
  • Cash at closing preferences?
  • Involvement afterwards

4🚀 Opportunities

List the key strengths of the business (brand name, revenues, profits).

5⚙️ Recent changes

Discuss recent improvements or changes to the business.

6📈 Financial update

Provide updated financials and revenue forecasting.

7❓ Questions

Any questions?

8✅ Action items

What are the next steps? What are the action items?

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