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Getting to “No”! Richard C. Bruder  •  [email_address]   •  www.elp-law.com A balanced approach to due diligence and deal negotiation
Nothing feels as bad as a missed deal ..y Picturesrankel Fundisappointment3.jpg
Finding the Balance The Balance Exhaustive Due Diligence vs.  Detailed Term Sheet Negotiation Finding the Balance Due Diligence vs. Term Sheet Negotiation
Old Dog Learning New Trick
THE DEAL FUNNEL Screening Show Stoppers Deeper Dive Final 4.  Early Shakeout to determine alignment and  eliminate SHOW STOPPERS  (3) 1.  Generate Opportunities  (60) 2.  Eliminate obvious misfires  (12-14) 3.  SCREENING - Basic Review – recommend deals of interest  (4-6) 5.  Final List of Prospects for DEEPER DIVE due diligence  (2) 6.  Closing THE deal– FINAL due diligence  (1)
Screening
Legal Due Diligence - Screening ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Due Diligence - Screening ,[object Object],[object Object],[object Object],[object Object]
Show Stoppers
Legal Issues – Show Stoppers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Issues – Show Stoppers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Deeper Dive
Legal Issues – Deeper Dive ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Issues – Deeper Dive ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Legal Due Diligence - Final ,[object Object]
Nothing Feels As Good As A Closed Deal
But Wait!  There’s More.  Supplemental Materials at www.elp-law.com
 

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Getting to No - Efficiently Conducting Due Diligence

  • 1. Getting to “No”! Richard C. Bruder • [email_address] • www.elp-law.com A balanced approach to due diligence and deal negotiation
  • 2. Nothing feels as bad as a missed deal ..y Picturesrankel Fundisappointment3.jpg
  • 3. Finding the Balance The Balance Exhaustive Due Diligence vs. Detailed Term Sheet Negotiation Finding the Balance Due Diligence vs. Term Sheet Negotiation
  • 4. Old Dog Learning New Trick
  • 5. THE DEAL FUNNEL Screening Show Stoppers Deeper Dive Final 4. Early Shakeout to determine alignment and eliminate SHOW STOPPERS (3) 1. Generate Opportunities (60) 2. Eliminate obvious misfires (12-14) 3. SCREENING - Basic Review – recommend deals of interest (4-6) 5. Final List of Prospects for DEEPER DIVE due diligence (2) 6. Closing THE deal– FINAL due diligence (1)
  • 7.
  • 8.
  • 10.
  • 11.
  • 13.
  • 14.
  • 15.
  • 16. Nothing Feels As Good As A Closed Deal
  • 17. But Wait! There’s More. Supplemental Materials at www.elp-law.com
  • 18.