Initial fit discussion
Clarify objectives, authority, timing and source materials. No free due diligence is included.
SR INTERNATIONAL · CORPORATE TRANSACTION ADVISORY
Prepare a company for an executable sale or acquisition.
We first verify transaction objectives, authority, available information and deal structure. An initial fit discussion is available before a separately scoped paid engagement for documentation and readiness.
Who this is for
Owners and shareholders considering a sale or equity transaction
Companies planning succession or strategic investment
Corporate teams preparing materials and buyer qualification
Process
Paid scope and engagement
Agree deliverables, timing, information boundaries and payment terms in a written mandate.
Readiness documentation
Prepare an anonymized teaser, buyer criteria, DD gap list and transaction roadmap.
Controlled introductions
Approach qualified parties only after authority, disclosure permissions and appropriate protection terms.
Indicative initial deliverables
- Data request and verification checklist
- Transaction objective and structural brief
- Anonymized corporate teaser draft
- Buyer and investor qualification criteria
- NDA and disclosure matrix
- DD readiness gaps and action roadmap
Fees are proposed case by case after reviewing company size, deal complexity, documentation readiness and deliverables.
Valuation guarantees, buyer sourcing guarantees, legal/accounting due diligence, large-scale outreach and success-fee services are not automatically included in the initial engagement. Scope is agreed separately.
Request an M&A consultation