Two separate clients asked me for a Letter of Intent (LOI) sample within 48 hours. Other typical questions include: “What should an LOI contain (or not include)?” and “Why use an Memorandum of Understanding or a Term Sheet versus an LOI?” Capstone looks at an LOI (and all of its derivatives) as a “marketing” document. […]
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- M&A and External Growth External growth, partnering with an outside organization, sometimes is the fastest way to grow your company. Explore multiple pathways including acquisition, strategic alliance, joint venture, minority interest, and more!
- Strategy and Company Growth Explore how to craft a robust and actionable strategy for the future.
- Company and Market Research Access to the right information dramatically increases your chances of success. Learn best practices for uncovering market dynamics, industry trends, and difficult-to-access information on companies.
- Contacting Owners and First Meetings How do you convince an owner to sell? Tips and tricks for contacting owners of privately held not-for-sale companies
- Negotiation Effective strategies for negotiating a deal.
- Due Diligence and Integration How to use due diligence and integration effectively to maximize your opportunity for success.
- Tax and Legal Stock, Asset or Merger? Find out what you need to know about tax and legal issues in M&A.
- Valuation Valuation is both an art and a science. Uncover how to balance valuation methodologies with strategic objectives.
- Credit Unions and CUSOs Insights on proactive growth programs and strategic mergers and acquisitions for credit unions and CUSOs.
- M & A News Expert insight and analysis on recent deals in the news.
- Capstone News The latest news and events from Capstone, the leading M&A advisory firm for the middle market.
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