A project plan for acquisition typically consists of the following phases and steps:

preparation icon
1. Preparation
  • Contacting potential targets
  • Introductory meeting
  • Letter of commitment
transaction icon
2. Transaction
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Contracts

A project plan for acquisition typically consists of the following phases and steps:

preparation icon
1. Preparation
  • Contacting potential targets
  • Introductory meeting
  • Letter of commitment
transaction icon
2. Transaction
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Contracts

A project plan for acquisition typically consists of the following phases and steps:

preparation icon
1. Preparation
  • Contacting potential targets
  • Introductory meeting
  • Letter of commitment
transaction icon
2. Transaction
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Contracts

A project plan for acquisition typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Defining agreements 
  • Collecting and analyzing company information
  • Indicative valuation
  • Quick scan financial feasibility

 

transaction icon
2. Transaction
  • Presenting acquisition proposal
  • Negotiations
  • Letter of intent (LOI)
3. Financing
  • Applications for financing
  • Drawing up business plan (by MBO team)
  • Meetings with banks and/or investors
  • Assessing financing proposals
finalization icon
4. Completion
  • Optional:due diligence
  • Financing documentation
  • Documentation agreements MBO team members
  • Contract documentation

A project plan for family succession typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Defining agreements 
  • Collecting and analyzing company information
  • Indicative valuation
  • Quick scan financial feasibility
transaction icon
2. Transaction
  • Conditions of sale: purchase price, conditions and (future) deal structure
  • Meetings with family members
  • Letter of intent (LOI)
3. Financing
  • Drawing op business plan
  • Financing memorandum
  • Meetings with banks and/or investors
  • Assessing financing proposals
  • Financing
finalization icon
4. Completion
  • Acquisition agreement
  • Shareholders' agreement

A project plan for acquisition typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Acquisition profile
  • Target candidates Longlist
  • Target candidates Shortlist and approaching selected target candidates
  • Introductory meetings
transaction icon
2. Transaction
  • Letter of Commitment
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Transaction documentation

A project plan for acquisition typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Acquisition profile
  • Target candidates Longlist
  • Target candidates Shortlist and approaching selected target candidates
  • Introductory meetings
transaction icon
2. Transaction
  • Letter of Commitment
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Transaction documentation

A project plan for acquisition typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Acquisition profile
  • Target candidates Longlist
  • Target candidates Shortlist and approaching selected target candidates
  • Introductory meetings
transaction icon
2. Transaction
  • Letter of Commitment
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Transaction documentation

A project plan for acquisition typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Acquisition profile
  • Target candidates Longlist
  • Target candidates Shortlist and approaching selected target candidates
  • Introductory meetings
transaction icon
2. Transaction
  • Letter of Commitment
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Transaction documentation

A project plan for acquisition typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Acquisition profile
  • Target candidates Longlist
  • Target candidates Shortlist and approaching selected target candidates
  • Introductory meetings
transaction icon
2. Transaction
  • Letter of Commitment
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Transaction documentation

A project plan for acquisition typically consists of the following phases and steps:

preparation icon

1. Preparation

  • Acquisition profile
  • Target candidates Longlist
  • Target candidates Shortlist and approaching selected target candidates
  • Introductory meetings
transaction icon
2. Transaction
  • Letter of Commitment
  • Financial analysis
  • Indicative offer
  • Negotiations
  • Letter of intent (LOI)
finalization icon
3. Completion
  • Due diligence
  • Financing
  • Transaction documentation

Example transactions

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