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49: Mergers & Acquisitions Part 3: Does Due Diligence Really Matter?
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Ready to dive into the high-stakes world of mergers and acquisitions? Discover the critical steps between a signed term sheet and a closed deal — everything from due diligence to final integration!
In this episode, Sally takes you through part three of her deep dive into mergers and acquisitions. She breaks down the intricate process that follows the drafting of the term sheet, including due diligence, contract negotiations, and final integration.
We begin by recapping the essential elements leading up to a signed term sheet and quickly move into the critical due diligence phase. You’ll then get an insider’s look at the negotiation adjustments that often follow, before being walked through the final closing, the importance of expert legal counsel, and the often-overlooked integration phase that can make or break a deal.
In this episode of Smarten Up! The Tax and Business Podcast, you'll learn:
- Recap of M&A Parts 1 and 2 (00:37)
- The importance of due diligence and how it uncovers hidden risks and verifies value (03:35)
- Financial due diligence and how it impacts the deal’s valuation (04:46)
- Legal due diligence and how it can protect you from unforeseen legal headaches (06:45)
- Operational and commercial due diligence and why you should dig into these areas yourself (09:28)
- Tax and IT due diligence for a smooth post-acquisition integration (12:39)
- Why due diligence matters for both buyer and seller (14:53)
- Adjustments that may arise after due diligence, including price changes and restructured agreements (17:33)
- Drafting the definitive legal agreement and why expert legal guidance is crucial for buyers and sellers alike (22:33)
- Closing the deal and integration (23:52)
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