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
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)