SRK Jaffery LLC.

Buying and Selling Advice for M&A Transactions

For Buyers:

Before Making an Offer

• Verify Business Details – Ensure financials, legal records, and operations align with claims.
• Know the True Value – A valuation helps you make a fair and competitive offer.
• Assess Risks & Liabilities – Check for outstanding debts, compliance, and ownership clarity.
• Understand Growth Potential – Analyze market position and scalability before committing.
• Be Financially Ready – Sellers prefer buyers with secured funding and a clear purchase plan.

After a Successful Offer

• Complete Final Verification – Ensure all financial and legal documentation is in order.
• Secure a Smooth Transition – Align on operations, team integration, and key relationships.
• Confirm Payment & Compliance – Meet all financial and regulatory obligations before closing.
• Monitor Performance – Track KPIs and optimize for post-acquisition success.
• Strengthen Stakeholder Relations – Build trust with employees, clients, and partners.

*Key Reminder: While we provide tools to simplify your journey, ultimate diligence rests with you.

For Sellers:

Before an Offer

• Prepare Your Business – Well-documented records and transparency attract better offers.
• Set a Realistic Price – A proper valuation ensures competitive pricing and quicker sales.
• Vet Potential Buyers – Confirm their credibility, intent, and financial capability.
• Protect Confidentiality – Share sensitive data only with serious, pre-screened buyers.
• Have a Transition Plan – A clear handover process reassures buyers and speeds up deals.

After a Successful Offer

• Finalize Legal & Financial Transfers – Ensure payments, contracts, and ownership changes are executed.
• Assist in the Handover – A smooth transition maintains business continuity and reputation.
• Keep Communication Open – Clarify post-sale responsibilities to avoid future disputes.
• Plan Your Next Move – Reinvent, reinvest, or exit with confidence.
• Ensure Compliance with Agreements – Honor non-compete clauses and legal obligations.

*Key Reminder: While we provide tools to simplify your journey, ultimate diligence rests with you.