This workflow is designed to walk you through every stage of the M&A process from drafting your strategy to sending your closing the deal.
The purpose of this checklist is to:
- Make sure that all information reported by the seller is accurate.
Determine and mitigate any risks.
Ensure compliance with legal and regulatory requirements.
Allow the deal to be priced based on facts, not assumptions.
INFO: For step-by-step guidance on creating, editing, managing, and running workflows, read Getting Started with Process Street: The 5 Stages of Process Building.
INFO: Tasks in this workflow have been assigned using Dynamic Role Assignments. Read more about Role Assignments in our Knowledge Base or watch the video below.