OUR THOUGHTS ON:

Completing Your M&A Deal

Business Advisors

By Joel Rosenthal

Any deal, whether you are on the buy side or sell side, will reach a point where the deal appears to be heading into a black hole or even the grave. At these times, it is important to follow a few key rules in order to keep the deal on track:

1. Remain calm and remove emotion from the equation.
2. Put yourself in the other party’s shoes.
3. Get creative and think outside the box. Find solutions that work for both parties.
4. Involve your lawyers, bankers, accountant and other advisors.

These relatively simple rules will help put the deal back on track by focusing on solutions, not problems, and by getting to the true economics. In many cases, it will be hard not to be emotional about something you may have built from scratch, but the combination of the above will help you maximize your options.

An advisor’s aim is to help you through these difficult times and give you advice to reach your goals. We bring you an honest appraisal of your situation, along with creative solutions. 

If you would like more information about completing M&A deals, contact Joel Rosenthal at 412-697-5387 or jrosenthal@schneiderdowns.com

Schneider Downs provides accountingtax, wealth management and business advisory services through innovative thought leaders who deliver the expertise to meet the individual needs of each client. Our offices are located in Pittsburgh, PA and Columbus, OH. 

This advice is not intended or written to be used for, and it cannot be used for, the purpose of avoiding any federal tax penalties that may be imposed, or for promoting, marketing or recommending to another person, any tax-related matter.

You’ve heard our thoughts… We’d like to hear yours

The Schneider Downs Our Thoughts On blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the Our Thoughts On blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. Email us at contactSD@schneiderdowns.com.

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

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