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M&A BUY Readiness Scorecard
Very Ready (15-16 points) | Somewhat Ready (9-14 points) | Alert - Not Ready (8 points or less)

Buying a business is a big decision, a commitment  and it can be the best decision you make as a business
owner. It requires a lot of time and capital, both human capital and funding a new venture. 

It can also be one of the worst if you don’t follow some key principles. It’s critical to ensure that you will have the necessities to take over, run and integrate the business.

Set yourself up for success by completing the M&A BUY readiness checklist below. This checklist will provide some insight on areas where you may need assistance to prepare you to buy. 
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Email *
Please provide your first & last name, and title you hold in your company (example: Tom Ford, CEO).
What is the name of your business? *
Phone Number *
Do you have a website? If yes, what is your url? *
What is your employee count (include yourself)? *
When are you looking to buy a business (please indicate months/years)?  *
Do you have professional advisors to assist you? *
1 point
Which M&A professional advisors do you have to assist you? (Check all that apply) *
Required
What type of business entity have you formed?  *
What industry are you in or interested in purchasing? *
Why are you looking to acquire another business?
Have you spoken to a lender to determine your budget? *
1 point
If you currently run a business, what is your estimated annual revenue? *
Are your systems and processes ready to bring on more business? *
1 point
Have you done your homework on deals in your vertical? *
1 point
Have you found companies for sale and review prospects? *
1 point
Have you done a deep dive into financials and ask questions? *
1 point
Have you done a deep dive into business records and documentation? *
1 point
Did you determine potential synergies with your business? *
1 point
Have you developed an Indication of Interest with a range you’re willing to pay for the company? *
1 point
Do you have or know how to get access to the virtual data room and start your due diligence? *
1 point
Have you looked for red flags in the following areas? 

o Unsigned documents
o Lack of Contract Management (AI)/Version Control
o Customer concentration
o Financials don’t match tax returns
o Employee issues
o Litigation
o Improper insurance
o Off balance sheet transactions
o Lack of Ownership (Intellectual Properties)
o Lack of policies, procedures, standard operating procedures
o Unclear HR Management & Personnel Organizational Management
o Unclear Processes or lack of Process Maps
o Training/Training Development
o Industry Compliance (business audit/assessment)
o Lack of Corporate Governance and/or schedule
 *
1 point
Are you ready to work with your professionals and come up with a deal structure and valuation? *
1 point
Do you have professionals to help you present you offer? *
1 point
Have you gained an understanding of the culture of the target and how it will fit in with your core culture? *
1 point
Do you have professionals to help you conduct final due diligence and get documents done and move to closing? *
1 point
Do you have professional help to help you operationalize this new business?  *
1 point
Are you interested in scheduling a value discovery call with our professionals? *
A copy of your responses will be emailed to the address you provided.
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