Assessing and buying a business is a complex process involving much research, analysis, and decision-making. There are some general steps to follow, although you will want to customize these to meet your specific requirements:
Each step needs a series of tasks, often by different people. Some can be done in parallel, while others can be done sequentially. So how can you keep it all on track and coordinate with the parties required to complete the deal?
We make that easy at Phundex. We’ve created a business acquisition pathway that includes the steps above, with the individual tasks we think you’ll need to do to complete the acquisition. You can use it as we’ve structured it or customize it to suit your requirements. You can invite your lawyer, accountant, valuer, and the rest of the team to coordinate the steps transparently so everyone knows exactly where you are in the transaction. The most recent version of all relevant documents is in the applicable data room. You can send documents for signature directly from Phundex and easily share the final papers in the data room.
Ask us about our Business Acquisition Pathway.
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