Deal

Align seller goals, segment buyers, and tailor CIMs—data-driven buyer universes win deals more often than chasing the highest bidder.

Step-by-step guide to building a concise, secure CIM with a strong executive summary, clear financials, market positioning, growth plans, and presentation best practices.

Spot 8 common NDA pitfalls in M&A – overbroad exclusions, one-sided templates, unfair fee clauses, advisor limits, non-solicits, term and oral-disclosure gaps.

Keep critical staff during a business sale with early communication, staged retention bonuses, tailored non-financial incentives, and continuous feedback.

Avoid the top 10 CIM mistakes that can derail M&A deals—ensure consistent financials, clear structure, realistic projections, and secure disclosures.

Seven seller-specific EBITDA add-backs—owner pay, personal expenses, below-market rent, one-time fees, repairs, insurance, and discretionary costs—and why documentation matters.

How structured communication, phased disclosure, clear roles, and measurable metrics build trust in M&A, reduce risk, and speed integration.

How net working capital, cash and debt reshape M&A deal value — true-up process, negotiation tactics, and dispute controls.

A practical 5-step framework to detect, assess, contain, investigate, and prevent confidentiality breaches in M&A deals with VDR and communication best practices.