Index
Accountants
Accounts payable
Accounts receivable
Accredited investors
Accretion/dilution analysis
Acquisition agreement
provisions of
representations and warranties. See also Representations and warranties
Acquisition costs
Acquisition process. See also Asset sale/purchase; Stock sale/purchase
advising clients on
approaching target company
bid
case studies
deal structure
deep dive. See also Due diligence
due diligence. See Due diligence
filtering targets
framework for
integration of companies
iterative nature of
letter of intent
lower-middle market versus middle market deals
phases
practical tips
skill sets required
sources of targets
strategic buyer’s valuation perspective
timeframe for
Adjustments
annual financial statements
audits
balance sheet
discretionary expenses
due diligence adjustments
EBITDA. See also Earnings before interest, taxes, depreciation, and amortization (EBITDA)
excess owner compensation
income statement
interest expense and income
one-time expenses
partnership basis
purchase price
unposted (waived or passed)
valuation
working capital
Advertising
Advisors
advertising
attorneys
audit accountant
business brokers
buy-side clients. See Buy-side representation
Certified M&A Advisor (CM&AA)
client assessment and advising
co-investment rights
confidentiality issues
deal attorney
due diligence consultant
engagement letter/agreement
ethics
expert status, obtaining
fees
financial advisor/wealth manager
financial analysis, preliminary
growth of industry
integration ...
