Mergers Acquisitions
San Antonio Mergers & Acquisitions Lawyers
The San Antonio business community has seen rapid growth in certain industries, with many former competitors joining forces or merging into a single entity; or larger companies divesting or selling part of their operations. While such actions are grounded in reasoned strategy for business growth for each party to the transaction, the due diligence and the structure of the transaction must be appropriate to prevent disputes occurring after closing, or risk winding up in court. Recognized as a thorough and detail-oriented corporate law firm, Vethan Law Firm strives to help dynamic and growing business clients enhance their commercial reach and scope of the business through mergers and sale of the business or business assets in a seamless transition. Regardless of whether a company goes through a merger, acquisition of a business or asset, or a divestiture of part of its business base, the broad skill set at VLF is an indispensable resource during the due diligence, negotiation, and finalization phases of the transaction.
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Essential Documents for Mergers & Acquisitions Preparation
Before meeting with our San Antonio attorneys regarding a merger, business sale, or divestiture, having key documents ready can streamline the process and ensure a smooth transaction. Be prepared with the following:
- Customer List & History – For full acquisitions, a customer list with revenue history is crucial. Additionally, any past or ongoing customer complaints should be documented, as these must be disclosed to either the buyer or the seller.
- Business Assets – If the acquisition focuses on specific assets, compile a list detailing each asset’s estimated fair market value, current condition, maintenance history, and operational life cycle.
- Financial Records – Gather comprehensive financial data for the target company, whether it’s your business or the other party’s. This includes balance sheets, detailed profit and loss statements, a 24-month financial register, tax returns, and profit distribution reports for at least the past two years.
- Employee Roster & Key Personnel – If the business has employees, identify key team members who have contributed to its growth. Determine whether they intend to stay post-acquisition and discuss transition plans with key decision-makers to facilitate a smooth handover.
Proper documentation is key to a successful merger or acquisition. Our experienced legal team will guide you through each step, ensuring compliance and a strategic approach to your business transaction.
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