Mike Harvath, Matt Lockhart, and Ryan Barnett discuss the final week before closing an M&A deal in the tech-enabled services industry. They dive into the importance of completing schedules, working capital calculations, and obtaining consents early to avoid last-minute issues. Examples of schedules include contracts, employment agreements, and financial statements. They highlight the significance of clear communication with employees and stakeholders to manage expectations and significant deal changes are rare in the last week unless prompted by external factors.

Shoot the Moon with Revenue Rocket

[email protected] (Ryan Barnett, Matt Lockhart, Mike Harvath)

What to Expect the Last Week before Close

SEP 5, 202433 MIN
Shoot the Moon with Revenue Rocket

What to Expect the Last Week before Close

SEP 5, 202433 MIN

Description

This episode of Shoot the Moon covers Buyer & Seller perspectives in the last week(s) leading up to close.

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Episode 158: Between the LOI & Deal Close, What should you Expect? Listen now >>

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