M&A Process Timeline

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Mergers & Acquisitions Value Calculator Industry Resources Get the Book "Confluence"

It's essential to note that while this timeline is more concise and broken down monthly, the actual duration and specifics can still vary based on the unique dynamics of each deal and the involved parties' readiness.

Month 1: Initial Engagement & Indication of Interest

Initial meet and greet with the potential prospective seller.
Management briefings and preliminary information gathering.
Begin virtual and in-person management meetings, including facility tours.
Request the initial set of financial data.
Analyze the financial information.
Develop and present an Indication of Interest (IOI) to the prospective seller.

Month 2: Comprehensive Due Diligence & Letter of Intent

Delve deeper into financial data.
ATI reviews summarized business insights and presents findings to its board.
Development and presentation of the Letter of Intent (LOI) to the prospective seller.
Negotiate and execute the LOI.
Commence the thorough Quality of Earnings assessment and other due diligence processes.

Month 3: Due Diligence & Definitive Purchase Agreement Drafting

Continue with the Quality of Earnings assessment.
Address any issues or discrepancies found in due diligence.
Begin drafting the Definitive Purchase Agreement (DPA) and initiate negotiations on its terms.

Month 4: Agreement Finalization & Key Employee Engagement

Finalize the DPA terms and ensure mutual agreement.
Conduct an on-site meeting with 2-8 critical non-owner employees.
Prepare for the deal's closure, ensuring all legal and financial aspects are in place.

Month 5: Closing the Deal & Post-Closing Activities

Sign the DPA and complete the deal's closure, with the transfer of funds.
Host a post-closing dinner with the owners, ATI key staff, and other significant stakeholders.
Make a formal announcement to all employees about the acquisition.
Begin the integration process, if applicable.