What’s inside this Merge and Acquisition Management Meeting Agenda:
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
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.
8✅ Action items
What are the next steps? What are the action items?