What areas should be addressed during the course of a due diligence investigation of a company?

The buyer usually requests the seller to disclose information in areas including, but not limited to:

corporate formation
governing documents
financial statements
capitalization
taxes
employees
liabilities
real property
personal property
inventory
contracts
accounts receivables and payables
insurance
intellectual property
environmental issues
customers
suppliers
vendors
products
permits
licenses
equipment and affiliates

Our firm can provide advice about the specific documents and information to request in each of these areas.

Frequently Asked Questions

What is the first step in buying or selling a business?

The first step in buying or selling a business is for the buyer and seller to agree upon the important business terms of the acquisition. This agreement is usually set forth in a letter of intent that is signed by both parties. Our firm can assist.
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What is the best course of action when a business relationship is not going well?

When a business relationship is not going well, whether it is a relationship with an employee, consultant, vendor, customer, licensee/licensor, lender or co-owner, it is likely that the agreement underlying the relationship does not adequately add.
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After agreeing upon the amount for an investment in a business, what is the next most important step?

The next important step is to agree upon the important business terms of the investment. This agreement is usually set forth in a term sheet that is signed by both parties. Our firm can assist you in negotiating the term sheet and drafting it so i.
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Representative Projects

Starting and Investing in Business

Establishing multiple interrelated companies in a multi-tiered franchise development business
Drafting, negotiating and closing an asset purchase agreement to acquire a business for a buyer in the building construction and design industry
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Protecting Business Interests

Drafting and negotiating non-competition and non-disclosure agreements for consultants
Searching, preparing, filing and prosecuting trademark applications for media technology companies, authors, entrepreneurs and others
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Increasing Business Revenue

Negotiating product supply and distribution agreements for consumer product and technology companies
Drafting and negotiating patent license agreements
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Decreasing Business Overhead

Negotiating a licensor's termination of a license agreement for marketing and selling consumer products
Dissolving a group of affiliated companies in the healthcare products industry
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