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sition Flowchart MPACT’s Mission & Strategy MPACT’s Goals & Objectives Develop M&A Strategic and Target Attack Plan Team Involved BD (leader) • COO and CEO • product management • sales etermine strategic and product gaps resulting from MPACT’s goals and objectives prioritize the gaps develop alliance and acquisition strategies to close the gaps develop and prioritize list of potential targets determine overall deal parameters such as size, cash-based, stock-based, etc. Business Dev. Contact the Targets set up initial meetings • further qualify the targets • weed out “tire kickers” • generate real interest and excitement from the target to move to the next step Preliminary Due Diligence Meetings Team Involved • BD (leader) • product management both parties present their business story • develop synergies • analyze financials • determine valuation range • prepare draft letter of interest Review Deal With Key Stakeholders Team Involved • BD (leader) • CEO, and Chairman (approvers) • Business Owner assess strategic fit • assess synergies • reviews valuation • provides go/no-go decision Approved? N Y Next Deal Approve the Plan Team Involved BD (leader) • CEO • Chairman • Board Recycle? Y N

Acquisition Flowchart MPACT’s Mission & Strategy MPACT’s Goals & Objectives Develop M&A Strategic and Target Attack Plan Team Involved BD (leader) COO

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Page 1: Acquisition Flowchart MPACT’s Mission & Strategy MPACT’s Goals & Objectives Develop M&A Strategic and Target Attack Plan Team Involved BD (leader) COO

Acquisition Flowchart

MPACT’s Mission & Strategy

MPACT’s Goals& Objectives

Develop M&A Strategic andTarget Attack Plan

Team Involved• BD (leader)• COO and CEO• product management• sales

• determine strategic and product gaps resulting from MPACT’s goals and objectives• prioritize the gaps• develop alliance and acquisition strategies to close the gaps• develop and prioritize list of potential targets• determine overall deal parameters such as size, cash-based, stock-based, etc.

Business Dev.Contact theTargets

• set up initial meetings• further qualify the targets• weed out “tire kickers”• generate real interest and excitement from the target to move to the next step

PreliminaryDue DiligenceMeetings

Team Involved• BD (leader)• product management

• both parties present their business story• develop synergies• analyze financials• determine valuation range• prepare draft letter of interest

Review DealWith KeyStakeholders

Team Involved• BD (leader)• CEO, and Chairman (approvers)• Business Owner

• assess strategic fit• assess synergies• reviews valuation• provides go/no-go decision

Approved?

N

Y

Next Deal

ApprovethePlan

Team Involved• BD (leader)• CEO• Chairman• Board

Recycle?Y

N

Page 2: Acquisition Flowchart MPACT’s Mission & Strategy MPACT’s Goals & Objectives Develop M&A Strategic and Target Attack Plan Team Involved BD (leader) COO

THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.

Page 3: Acquisition Flowchart MPACT’s Mission & Strategy MPACT’s Goals & Objectives Develop M&A Strategic and Target Attack Plan Team Involved BD (leader) COO

ADDITIONAL TEMPLATE PREVIEWS

Click Link to Preview Document Guides

Anatomy of LOI - Ver1

Anatomy of LOI - Ver2

Asset vs. Stock Purchase

Purchase Price Payment Considerations

Ways to Structure the Deal - Ver1

Ways to Structure the Deal - Ver2

Ways to Structure the Deal - Ver3

Structuring Effective Earnouts

Tax Implications

What is a Reverse Merger?

LOI Tools and Templates Full Buyout

Asset Purchase - Ver1

Asset Purchase - Ver2

Stock For Cash

Stock For Stock

Stock For Cash & Stock

Earnout Partial Investments

Series A Preferred

Series B Preferred Presentations

Presenting the Deal - Ver1

Presenting the Deal - Ver2 (No Preview)

Presenting the Deal - Ver3

Presenting the Deal - Ver4

Presenting the Deal - Ver5

Business Sale Presentation

Buying or Selling a Business Step-by-Step Procedure - Click Here To View

PLUS HELP, COACHING, AND OTHER TOOLS TO GUARANTEE YOUR SUCCESS.

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