BROKER SELECTION Client selects broker DATA ROOM ESTABLISHED Broker establishes data room, an electronic record of information for due diligence CIM & TEASER PRODUCED Broker produces confidential information memorandum (CIM) and “teaser” for prospective buyers CANVAS MARKET Broker canvasses market SHORT-LIST BUYERS Broker identifies short list of potential buyers NEGOTIATE LOI Both sides negotiate letter of intent (LOI) DUE DILIGENCE Due diligence begins SHARE / ASSET PURCHASE AGREEMENT Negotiation and signing BROKER INVOLVEMENT LAWYER INVOLVEMENT WHERE WE COME IN Walsh King’s role in purchases and sales includes offering a variety of tax and business advice. We’re ready to help at all stages of the process, from choosing a broker and negotiating deal terms to preparing tax filings after the transaction has closed. CONVENTIONAL PURCHASE / SALE PROCESS DEAL COMPLETES
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Transcript
BROKER SELECTION
Client selects broker
DATA ROOM ESTABLISHED
Broker establishes data room, an electronic record of information
for due diligence
CIM & TEASER PRODUCED
Broker produces confidential information memorandum (CIM)
and “teaser” for prospective buyers
CANVAS MARKET
Broker canvasses market
SHORT-LIST BUYERS
Broker identifies short list of potential buyers
NEGOTIATE LOI
Both sides negotiate letter of intent (LOI)
DUEDILIGENCE
Due diligence begins
SHARE / ASSETPURCHASE AGREEMENT
Negotiation and signing
BROKER INVOLVEMENT LAWYER INVOLVEMENT
WHERE WE COME INWalsh King’s role in purchases and sales includes o�ering a variety of tax and business advice. We’re ready to help at all stages
of the process, from choosing a broker and negotiating deal terms to preparing tax filings after the transaction has closed.
CONVENTIONAL
PURCHASE / SALE PROCESS
DEAL COMPLETES
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