Acquisition Roadmap

Roadmap

1-
Why to acquire -- strategic plan
spreading risk
increasing market power
scale - scope economies
customer base
good synergy

2-
Work Plan
Deal Parameters and scope
Financial projections

3-
Integration issues
Touch base on target liability (cost)
Employee pay and benefits,
IT systems, and processes
Personality Clashes among executives
Different Expectations
Organizational Culture strategic fit
If all good

4-
Letter of intent based on above parameters

5-
Addressing action items and who will adress them
when to implement actions
what reports are needed and other control issues
Try to pick up personal issues focusing on target employees
Business system issues are resolved

6-
Preperation of formal proposal with previous analysis
letter of intent might be negotiated (with exclusivity agreement) too

7-
Preperation of contracts

8-
Due diligence
Products
Assets
Liabilitis
P&L

9-
Then Valuation

10-
Final Negotiations

11-
Finalizing Contracts and government issues

12-
Ongoing business integration plan

13-
Audit after a year (Internal - external If felt necessary)