Houston Mergers & Acquisitions Attorneys

The energy, medical, IT and service industry in Houston is a rapid flux as the city and its economy grows. Business owners in the Bayou city look at building strategic alliances or divesting critical assets as a plan growth and expansion. A knowledgeable and experienced legal partner is critical as companies plan a business merger, sale, or divestiture of assets. 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 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.

Mergers & Acquisitions Documents to Gather

Prior to meeting with our attorneys on the merger, business sale, or divestiture, you should have the following category of documents / information available:

  • Financials of the target company, whether it is your business or the other side’s. We are looking for balance sheets, detailed profit and loss statements, and a 24-month register. Tax returns and profit distribution over the past 24 months should also be provided, at a minimum.
  • Customer list. If the transaction involves a full acquisition of the business, a customer list with historic revenues from that customer is essential. Moreover, any issues concerning complaints the customer has with the target business will be important. It must be a disclosure item for either the buyer or the seller.
  • Employee list. If the company to be acquired as a roster of employees, it is critical to identify key employees who helped in the growth and development of the business. It is also necessary to determine if these employees will remain with the company after the acquisition or sale. Finally, discussions must ensue with the control person of the target entity as to whether he or she will assist the purchaser during a transition phase.
  • Assets. If the acquisition involves only identifiable assets of the business, the acquirer must obtain a list of assets, estimated fair market value, condition of repair and operation, and the duty cycle of the asset.

I wanted to personally thank you and your staff again for doing such a great job. VLF has been simply amazing. Their professionalism, negotiating skills, and knowledge of the law have simply been a lifesaver for my business. The overall settlement was so much more than we ever expected and hoped for. Simply put, they saved my company. I cannot say enough about your firm and its staff. Thanks to you, my company will continue to grow and be profitable. Thank you, thank you, thank you!

Scott Stephens President, Custom Shop Guitars of Texas, LLC Vethan Law Firm, P.C. April 10, 2016

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