LOI

LOI Checklist   Does the LOI cover all of the points and issues discussed during the negotiation process?   Have we reviewed all previous checklists to verify that all those issues have been addressed in the LOI?   Does the LOI clearly describe: What we are buying? What we are not...

Due Diligence

Due Diligence Checklist (The Long Form)   The following checklist contains information the buyer must obtain about the seller before a comprehensive, accurate analysis of the business can be made.   The company: Present legal name Date the company originated State of incorporation List of shareholders Number of shares...

Acquisition Strategy

Acquisition Strategy Checklist   What are we trying to accomplish?   Is this in concert with our strategic plan and our vision for the future?   Will this acquisition strategy help us do that?   Will this acquisition strategy lead us to new opportunities?   Will this acquisition strategy lead us to new problems or...

TEC- Financial Overview for Executives – Ron Fleisher

Key Financial Statements   Financial statements are summaries of business activities expressed in numerical formats. They help you:   Identify the results of your company Compare your business against your industry, prior year and current budget Establish benchmarks to see where you are going and how you are...

The Bankruptcy Strategist – Defending Preference Actions

  February 1994 – The Bankruptcy Strategist Don’t Write That Check Yet: Checklist: Defending Preference Actions By Karen L. Myers Zauner and Monique D. Almy   From an unsecured creditor’s point of view, one of the most difficult “inequities” arising out of a bankruptcy is the trustee’s or debtor-in-possession’s attempt to...