EPISODE NOTES:

Who’s Who in the Final Month:
Understand the large cast of characters involved including M&A advisors, legal teams, tax consultants, buyers, funders, and integration leaders.

Legal Complexities:
Tips for selecting the right M&A-savvy lawyer and the importance of legal transparency and communication throughout the process.

Communicating with Employees:
The Goldilocks approach—don’t tell your team too early or too late. Clear and timely communication is key to trust and retention.

Working Capital Battles:
Real-world guidance on how to calculate and negotiate appropriate working capital levels—usually a sticking point in deals.

Funding & Closing Mechanics:
Breakdown of how deal day works, from signature escrow to wire transfers and Federal Reserve delays. Plus, what makes a deal truly closed.

Press & PR Planning:
Don’t forget the importance of coordinating press releases and internal communications for maximum positive impact.

Final Advice:
Preparation and the right team of advisors can make the final 30 days less stressful and more successful. Trust and communication win the day.

RELATED EPISODES

Episode 214: When to Tell Employees you are Selling the Business. Listen now >>

Episode 192: What to Expect the Last Week before Close. Listen now >>

Episode 100: Looking back at 100 Episodes and Narrowing in on Working Capital. Listen now >>

Episode 83: The 11th Hour. Listen now >>

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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