Session
P
• The phases of the M&A process
Phase 1: Business Plan—Develop a strategic plan for the entire business.
Phase 2: Acquisitions Plan—Develop the acquisition plan supporting the
business plan.
Phase 3: Search—Search actively for acquisition candidates.
Phase 4: Screen—Screen and prioritize potential candidates.
Phase 5: First Contact—Initiate contact with the target.
• Phase 6: Negotiation—Refine valuation, structure the deal, perform
due diligence, and develop the financing plan.
• Phase 7: Integration Plan—Develop a plan for integrating the acquired
business.
• Phase 8: Closing—Obtain the necessary approvals, resolve post
closing issues, and execute the closing
• Phase 9: Integration—Implement the post closing integration.
• Phase 10: Evaluation—Conduct the post closing evaluation of
acquisition.