Material that came out of our own transaction work. All of it is readable here, with no sign-up and no email address.
Checklists
Red flags: 12 areas every buyer examines
Twelve areas examined in every due diligence. Each one is set out in three steps: what the buyer checks, what the warning sign is and what can be done about it. The point is to know where you stand before the first conversation with a buyer.
Open the red flags checklistdownload the PDF
Market entry readiness: 10 areas to settle first
Ten areas that decide whether entering a new market works. Margin calculated on the full chain, the time certification takes, the budget and the conditions for stopping. The list works in both directions: a Polish company going abroad and a foreign company entering Poland.
Open the readiness checklistdownload the PDF
Teaser and information memorandum
A guide to the two documents that present a company to investors. What goes in the teaser, what it deliberately leaves out, how an information memorandum is structured and what data we need from an owner to write both. Includes the full table of all fifteen memorandum chapters.
Read the guidedownload the PDF
Glossary
M&A glossary, 72 terms
EBITDA, due diligence, earn-out, working capital, change of control, SPA, vendor due diligence and several dozen other terms that come up when a company is being sold. Each explained in one paragraph, without the jargon.
Working together
How we work
The stages of working together, what we do at each of them, and how fees are set. Worth reading before the first conversation, because it saves time on both sides.
What is not here
None of this sits behind a form, and none of it stops at the point where it would start being specific. If working through a checklist shows that the subject needs a conversation, the first one takes 30 to 45 minutes and is free of charge.