Letter of Intent
A Letter of Intent (LOI) expresses the parties’ intent to enter into a merger and acquisition (“M&A”) transaction and summarizes the primary terms of the deal.
It’s the process of verification, investigation, or audit of a potential deal. The objective is to confirm the accuracy of the seller’s information and appraise its value.
A “Blind” Teaser (i.e., anonymous, on a no-name basis) is a one or two-page document that is used to introduce a business to potential buyers.
This Finder’s Agreement for Acquisition is between the Business Broker and the seller who desires to hire the Broker’s services to identify a potential buyer to purchase all or a portion of the company’s business and assets.
Premiumization is a Growth Strategy that aims to achieve higher prices by adding value to a brand.
From a financial perspective, value is said to be created when a business earns revenue (or a return on capital) that exceeds expenses (or the cost of capital). However, value creation can be defined broadly for small & medium-size businesses because their owners may define value in many ways. When broadly defined, value creation is increasingly being recognized as a better management goal than strict financial measures of performance.
Key performance indicators (KPIs) are essentially a set of quantifiable measurements used to gauge a company’s overall performance. KPIs vary between companies and between industries, depending on performance criteria. Indicators tied to the financials typically focus on revenue and profit margins.
Organizational change is necessary for companies to succeed and grow. Change management drives the successful adoption and usage of change within the business. It allows employees to understand and commit to the shift and work effectively during it.
Feedback & improvement loop
Post-merger integration is the process of bringing two or more companies together with the aim of maximizing potential efficiencies and synergies to ensure that the deal lives up to its predicted value.