{"id":26383,"date":"2021-06-21T15:35:56","date_gmt":"2021-06-21T15:35:56","guid":{"rendered":"https:\/\/www.process.st\/templates\/ma-strategy-checklist\/"},"modified":"2024-08-14T10:57:46","modified_gmt":"2024-08-14T10:57:46","slug":"ma-strategy-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/ma-strategy-checklist\/","title":{"rendered":"M&#038;A Strategy Checklist"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/adf99c40-eff3-4ee5-b0e7-7e2f7488971c\/rPb7ksFgJVdxKAy6J9pItw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/adf99c40-eff3-4ee5-b0e7-7e2f7488971c\/rPb7ksFgJVdxKAy6J9pItw.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This&nbsp;<strong>workflow<\/strong>&nbsp;is designed to walk you through&nbsp;<strong>every stage<\/strong>&nbsp;of the&nbsp;<strong>M&amp;A<\/strong>&nbsp;process from drafting your&nbsp;<strong>strategy<\/strong>&nbsp;to sending your&nbsp;<strong>closing the deal.<\/strong><\/p>\n  <p>The purpose of this checklist is to:<\/p>\n  <ul>\n   <li>Make sure that all <strong>information<\/strong> reported by the seller is <strong>accurate<\/strong>.<\/li>\n   <li>\n    <p><strong>Determine<\/strong> and mitigate any <strong>risks<\/strong>.<\/p><\/li>\n   <li>\n    <p>Ensure <strong>compliance<\/strong> with legal and regulatory <strong>requirements<\/strong>.<\/p><\/li>\n   <li>\n    <p>Allow the deal to be <strong>priced<\/strong> based on <strong>facts<\/strong>, not assumptions.<\/p><\/li>\n  <\/ul>\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>For&nbsp;<strong>step-by-step guidance<\/strong>&nbsp;on creating, editing, managing, and running workflows, read&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting Started with Process Street: The 5 Stages of Process Building<\/a>.<\/p>\n  <p class=\"style-info\"><strong>INFO: Tasks<\/strong>&nbsp;in this workflow have been&nbsp;<strong>assigned<\/strong>&nbsp;using&nbsp;<strong>Dynamic Role Assignments<\/strong>. Read more about Role Assignments in our&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base&nbsp;<\/a>or&nbsp;<strong>watch the video<\/strong>&nbsp;below.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/UECbJjKvGAk?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"phase-1-prepare-for-the-sale\">\n <h2>Phase 1: Prepare for the sale:<\/h2>\n<\/section>\n<section id=\"document-the-pertinent-details\">\n <h2>Document the pertinent details<\/h2>\n <div class=\"text-content\">\n  <p>Use this task to <strong>record<\/strong> all the pertinent <strong>details<\/strong> about your M&amp;A <strong>strategy team<\/strong>.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Who is completing the checklist? <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date checklist started <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> List all members of the executive team <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Primary authorizer's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Will outside counsel be consulted? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The following task uses the&nbsp;<strong>Conditional Logic<\/strong>&nbsp;feature. Conditional Logic utilizes&nbsp;<strong>if\/then logic<\/strong>&nbsp;to build paths that can&nbsp;<strong>change depending<\/strong>&nbsp;on which&nbsp;<strong>actions<\/strong>&nbsp;you take. Read more about it in our&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or&nbsp;<strong>watch the video<\/strong>&nbsp;below.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/7QqgsNkGWJE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"enter-outside-counsels-details\">\n <h2>Enter outside counsel's details<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Due to&nbsp;<strong>Conditional Logic<\/strong>, this task will only be visible if outside counsel will be consulted.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Name of firm <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact at firm <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Firm's website <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Firm's address <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"establish-your-strategy\">\n <h2>Establish your strategy<\/h2>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are your objectives in pursuing the sale? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe your ideal Buyer <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are your preferred offerings? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are the acceptable offerings? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are the deal-breakers? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"compile-the-materials\">\n <h2>Compile the materials<\/h2>\n <div class=\"text-content\">\n  <p>Whether working with an external <strong>investment banker<\/strong> or an internal <strong>M&amp;A executive<\/strong>, you'll need to prepare a <strong>Confidential Information Memorandum<\/strong> (CIM).<\/p>\n  <p>The following Subtask list will ensure you <strong>include<\/strong> all <strong>required documentation<\/strong> in order to present a <strong>comprehensive view<\/strong> of your company to <strong>potential buyers<\/strong>.&nbsp;<\/p>\n  <p class=\"style-warning\"><strong>CIM<\/strong> is also known as an <strong>offering memorandum<\/strong> or an <strong>information memorandum<\/strong>.<\/p>\n  <ul><\/ul>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company's financials\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company's market position\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company's products\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company's services\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Teaser\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Marketing materials\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Executive marketing plan\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>This task uses the&nbsp;<strong>Subtask<\/strong> feature. Subtasks are small lists of items that can be checked off in your workflow runs. Read more about Subtasks in our <a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>.<\/p>\n <\/div>\n<\/section>\n<section id=\"phase-2-hold-bidding-rounds\">\n <h2>Phase 2: Hold bidding rounds:<\/h2>\n<\/section>\n<section id=\"make-contact-with-buyers\">\n <h2>Make contact with Buyers<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The following task uses the&nbsp;<strong>Conditional Logic<\/strong>&nbsp;feature. Read more about it in our&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_self\">Knowledge Base<\/a>.<\/p>\n  <p>This task contains <strong>two pathways<\/strong>:<\/p>\n  <ol>\n   <li><strong>If<\/strong> you've already been <strong>approached<\/strong> by a Buyer, <strong>then<\/strong> you'll follow the pathway focused on <strong>making a deal<\/strong> with that Buyer.<\/li>\n   <li><strong>If<\/strong> you <strong>haven't been<\/strong> approached by a Buyer, <strong>then<\/strong> you'll proceed through the <strong>bidding round stage<\/strong>.&nbsp;<\/li>\n  <\/ol>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Have you received an indication of interest from a potential Buyer? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Potential Buyer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer's offer <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer's pros <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer's cons <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Proceed with this Buyer? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"evaluate-the-offer\">\n <h2>Evaluate the offer<\/h2>\n <div class=\"text-content\">\n  <p>For each <strong>Buyer<\/strong> you're considering, <strong>answer<\/strong> the following <strong>questions<\/strong> in order to <strong>determine<\/strong> if that Buyer is the <strong>right match<\/strong> for your company's needs.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the Buyer's motivation? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the Buyer's capacity? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is the price and transaction structure suitable? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is it the right time to begin a transaction? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are the reinvestment opportunities? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Approve this offer? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Needs negotiation\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The next task is an&nbsp;<strong>Approval<\/strong>. Approvals help&nbsp;<strong>streamline<\/strong>&nbsp;any processes that require&nbsp;<strong>authorization<\/strong>. Read more about Approvals in our&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or watch the video below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cjPj3nLEO9k?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The next task utilizes a&nbsp;<strong>Stop Task<\/strong>. This&nbsp;<strong>stops the workflow<\/strong>&nbsp;run at a given point. No&nbsp;<strong>tasks past that point<\/strong>&nbsp;(or the workflow run itself) can be&nbsp;<strong>completed<\/strong>&nbsp;until the&nbsp;<strong>stop task is completed<\/strong>. Read more about Stop Tasks in our&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or&nbsp;<strong>watch the video<\/strong>&nbsp;below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/L5XQMNGpyRE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"approval-receive-executive-approval-on-offer\">\n <h2>Approval: Receive executive approval on offer<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Evaluate the offer<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"assemble-your-transaction-team\">\n <h2>Assemble your transaction team<\/h2>\n <div class=\"text-content\">\n  <p>When <strong>assembling<\/strong> your transaction<strong> team<\/strong>, it's important to <strong>record<\/strong> their <strong>details<\/strong> in a <strong>central location<\/strong>. This makes it easier to locate in the future.&nbsp;<\/p>\n  <p>The <strong>most basic<\/strong> transaction team <strong>should include<\/strong>:<\/p>\n  <ul>\n   <li>a transaction attorney<\/li>\n   <li>a tax accountant<\/li>\n   <li>a financial advisor<\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transaction attorney <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Transaction attorney's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Tax accountant <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Tax accountant's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Financial advisor <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Financial advisor's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> List any additional members of the transaction team <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>This task can be further customized using our&nbsp;<strong>Automations<\/strong>&nbsp;feature. In addition to the thousands of<strong>&nbsp;integration options<\/strong>&nbsp;available through&nbsp;<strong>Zapier<\/strong>, we also have&nbsp;<strong>first-party integrations<\/strong>&nbsp;with&nbsp;<strong>Salesforce<\/strong>,&nbsp;<strong>DocuSign<\/strong>, and others.<br><br>\n   For more details, watch the video below, or read the following resources:<br><br><a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street Knowledge Base: Automations<\/a><br><a href=\"https:\/\/www.process.st\/how-to-use-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">4 Workflows to Get Your Started with Automations<\/a><br><a href=\"https:\/\/youtu.be\/BKpDkQRgUqk\" rel=\"nofollow noopener\" target=\"_blank\">Webinar: Automations in Process Street<\/a><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/03P6aPyf1kQ?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"respond-to-the-indication-of-interest\">\n <h2>Respond to the indication of interest<\/h2>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How will you respond to the IOI? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Reject offer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Negotiate offer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Engage in a limited sale process\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Engage in a full sale\/auction process\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date response sent <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Name of sender <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Sender's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload a copy of the communication <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">This task utilizes two specific workflow features: the&nbsp;<strong>Dropdown List<\/strong>&nbsp;field and the&nbsp;<strong>File Upload<\/strong>&nbsp;field. Read&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting Started: How to Use Form Fields<\/a>&nbsp;for&nbsp;<strong>detailed instructions<\/strong>, or&nbsp;<strong>watch the video<\/strong>&nbsp;below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/3LFg9gHUWu8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"send-teasers-to-candidates\">\n <h2>Send teasers to candidates<\/h2>\n <div class=\"text-content\">\n  <p>Use your compiled <strong>CIM<\/strong> to create a<strong> teaser<\/strong> you intend to <strong>send<\/strong> to potential <strong>Buyers<\/strong>.&nbsp;<\/p>\n  <p>Keep a <strong>record<\/strong> of <strong>which<\/strong> Buyers you've <strong>contacted<\/strong> and <strong>when<\/strong> to help avoid confusion and improve transparency among the strategy team.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #1: Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #1: Contact <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #1: Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #1: Date sent <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #2: Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #2: Contact <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #2: Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #2: Date sent <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #3: Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #3: Contact <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #3: Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer #2: Date sent <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"receive-starting-bids\">\n <h2>Receive starting bids<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Carefully<strong> evaluate<\/strong> every <strong>bid<\/strong> you receive. Remember you have <strong>no obligation<\/strong> to accept the <strong>first offer<\/strong> if you feel it isn't appropriate.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #1: Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #1: Offer <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #1: Accept <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #2: Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #2: Offer <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #2: Accept <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #3: Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #3: Offer <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #3: Accept <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #4: Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #4: Offer <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #4: Accept <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #5: Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #5: Offer <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Bid #5: Accept <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-select-bids-to-pursue\">\n <h2>Approval: Select bids to pursue<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Receive starting bids<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"meet-with-interested-bidders\">\n <h2>Meet with interested bidders<\/h2>\n <div class=\"text-content\">\n  <p><strong>Document<\/strong> the details of <strong>all meetings<\/strong> with the prospective <strong>Buyer<\/strong>.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target representative <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Representative email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting location <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload meeting documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"receive-the-letter-of-interest-loi\">\n <h2>Receive the Letter of Interest (LOI)<\/h2>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date received <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> LOI summary <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload LOI <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-agree-to-begin-negotiation\">\n <h2>Approval: Agree to begin negotiation<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Receive the Letter of Interest (LOI)<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"phase-3-negotiate\">\n <h2>Phase 3: Negotiate:<\/h2>\n<\/section>\n<section id=\"review-strategic-intentions\">\n <h2>Review strategic intentions<\/h2>\n <div class=\"text-content\">\n  <h5>Objectives<\/h5>\n  <p>{{form.What_are_your_objectives_in_pursuing_the_sale?}}<\/p>\n  <h5>Ideal Buyer<\/h5>\n  <p>{{form.Describe_your_ideal_Buyer}}<\/p>\n  <h5>Preferred Offerings<\/h5>\n  <p>{{form.What_are_your_preferred_offerings?}}<\/p>\n  <h5>Acceptable Offerings<\/h5>\n  <p>{{form.What_are_the_acceptable_offerings?}}<\/p>\n  <h5>Deal-breakers<\/h5>\n  <p>{{form.What_are_the_deal-breakers?}}<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Are these parameters still accurate? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Document any strategy revisions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"negotiate-with-all-buyers-who-submit-bids\">\n <h2>Negotiate with all Buyers who submit bids<\/h2>\n <div class=\"text-content\">\n  <p>You may find yourself conducting multiple negotiations during this stage. You need to document all correspondence and agreements with each Buyer while negotiations are ongoing.<\/p>\n  <p class=\"style-danger\"><strong>BEST PRACTICE:&nbsp;<\/strong>It's advisable to <strong>only<\/strong> pursue <strong>2-3 Buyers<\/strong> at once. Mergers and acquisitions are <strong>complex processes<\/strong> that can easily <strong>consume<\/strong> all of your time, attention, and <strong>resources<\/strong> if you <strong>overcommit<\/strong>.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #1: Buyer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #1: Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #1: Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #1: Documentation <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #2: Buyer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #2: Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #2: Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #2: Documentation <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #3: Buyer <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #3: Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #3: Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Negotiation #3: Documentation <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"select-the-best-deal\">\n <h2>Select the best deal<\/h2>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which negotiation will proceed? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Negotiation #1\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Negotiation #2\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Negotiation #3\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p>{{form.Negotiation_#1:_Buyer}}<\/p>\n  <p>{{form.Negotiation_#1:_Email}}<\/p>\n  <p>{{form.Negotiation_#1:_Notes}}<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>{{form.Negotiation_#2:_Buyer}}<\/p>\n  <p>{{form.Negotiation_#2:_Email}}<\/p>\n  <p>{{form.Negotiation_#2:_Notes}}<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>{{form.Negotiation_#3:_Buyer}}<\/p>\n  <p>{{form.Negotiation_#3:_Email}}<\/p>\n  <p>{{form.Negotiation_#3:_Notes}}<\/p>\n <\/div>\n<\/section>\n<section id=\"approval-accept-the-negotiated-deal\">\n <h2>Approval: Accept the negotiated deal<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Select the best deal<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"draft-the-definitive-agreement\">\n <h2>Draft the definitive agreement<\/h2>\n <div class=\"text-content\">\n  <p>Your representative and the Buyer should work together to draft the definitive agreement. The final deal will not be signed until after the due diligence is completed.&nbsp;<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date draft agreement finalized <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Draft of the definitive agreement <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>This task can be further customized using our&nbsp;<strong>Automations<\/strong>&nbsp;feature. In addition to the thousands of<strong>&nbsp;integration options<\/strong>&nbsp;available through&nbsp;<strong>Zapier<\/strong>, we also have&nbsp;<strong>first-party integrations<\/strong>&nbsp;with&nbsp;<strong>Salesforce<\/strong>,&nbsp;<strong>DocuSign<\/strong>, and others.<br><br>\n   For more details, watch the video below, or read the following resources:<br><br><a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\" rel=\"nofollow noopener\" target=\"_self\">Process Street Knowledge Base: Automations<\/a><br><a href=\"https:\/\/www.process.st\/how-to-use-automations\/\" rel=\"nofollow noopener\" target=\"_self\">4 Workflows to Get Your Started with Automations<\/a><br><a href=\"https:\/\/youtu.be\/BKpDkQRgUqk\" rel=\"nofollow noopener\" target=\"_blank\">Webinar: Automations in Process Street<\/a><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/03P6aPyf1kQ?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"sign-nda-and-exclusivity-agreement\">\n <h2>Sign NDA and exclusivity agreement<\/h2>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date exclusivity agreement signed <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload a copy of the exclusivity agreement <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of NDA signing <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload copy of NDA <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"facilitate-the-buyers-due-diligence\">\n <h2>Facilitate the Buyer's due diligence<\/h2>\n <div class=\"text-content\">\n  <p>The due diligence process can take from 30-60 days. To facilitate this, ensure you've provided the Buyer with all relevant documents and keep in close contact throughout.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Corporate structure &amp; general matters\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Financials &amp; taxes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Strategic fit with Buyer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Intellectual property &amp; technology\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Material assets\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Contracts\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Employees &amp; management\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Litigation\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Compliance &amp; regulatory matters\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"compile-the-due-diligence-results\">\n <h2>Compile the due diligence results<\/h2>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload the final due diligence report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-board-approves-signing\">\n <h2>Approval: Board approves signing<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Compile the due diligence results<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Draft the definitive agreement<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Sign NDA and exclusivity agreement<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Facilitate the Buyer's due diligence<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sign-the-definitive-agreement\">\n <h2>Sign the definitive agreement<\/h2>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date final agreement signed <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload final agreement <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"close-the-deal\">\n <h2>Close the deal<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\">Now that the <strong>definitive agreement<\/strong> has been <strong>signed<\/strong>, the deal is closed. The <strong>next step<\/strong> will be to <strong>coordinate<\/strong> with the Buyer's<strong> integration team<\/strong> to assist with <a href=\"https:\/\/www.process.st\/checklist\/post-merger-integration-pmi-checklist\" rel=\"nofollow noopener\" target=\"_blank\">post-merger integration<\/a>.&nbsp;<\/p>\n  <p><strong>Complete this task to finish the M&amp;A strategy workflow.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.bcg.com\/capabilities\/mergers-acquisitions-transactions-pmi\/post-merger-integration\" rel=\"nofollow noopener\" target=\"_blank\">BCG: Post-Merger Integration<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/blog\/biggest-post-merger-integration-challenges\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: Biggest Post-Merger Integration Challenges &amp; How to Overcome Them<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/faq\/post-merger-and-acquisition-m-a-integration-process\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: The Ultimate Guide to Post-Merger (M&amp;A) Integration Process<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/blog\/why-m-a-integrations-fail\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: Top 5 Reasons of M&amp;A Integration Failures &amp; How to Prevent Them<\/a><\/li>\n   <li><a href=\"https:\/\/www2.deloitte.com\/us\/en\/pages\/operations\/articles\/mergers-acquisitions-integration-plan-checklist.html\" rel=\"nofollow noopener\" target=\"_blank\">Deloitte: M&amp;A Integration\/Separation\/Divestiture Checklist for Day One Readiness<\/a><\/li>\n   <li><a href=\"https:\/\/hbr.org\/2020\/03\/dont-make-this-common-ma-mistake\" rel=\"nofollow noopener\" target=\"_blank\">HBR: Don't Make This Common M&amp;A Mistake<\/a><\/li>\n   <li><a href=\"https:\/\/hbr.org\/2011\/03\/the-big-idea-the-new-ma-playbook\" rel=\"nofollow noopener\" target=\"_blank\">HBR: The Big Idea: The New M&amp;A Playbook<\/a><\/li>\n   <li><a href=\"https:\/\/www.ipmcinc.com\/insights\/a-matter-of-approach-avoiding-ma-pitfalls\/\" rel=\"nofollow noopener\" target=\"_blank\">IPM: A Matter of Approach: Avoiding M&amp;A Pitfalls<\/a><\/li>\n   <li><a href=\"https:\/\/core.ac.uk\/download\/pdf\/301359016.pdf\" rel=\"nofollow noopener\" target=\"_blank\">JITTA: A Framework for Understanding Post-Merger Information Systems Integration<\/a><\/li>\n   <li><a href=\"https:\/\/onlinelibrary.wiley.com\/doi\/pdf\/10.1002\/9781118692028.app2\" rel=\"nofollow noopener\" target=\"_blank\">John Wiley &amp; Sons: M&amp;A Information Technology Best Practices, Appendix B<\/a><\/li>\n   <li><a href=\"https:\/\/jorgdesign.springeropen.com\/articles\/10.1186\/s41469-018-0027-4\" rel=\"nofollow noopener\" target=\"_blank\">Journal of Organization Design: Post-Merger Integration<\/a><\/li>\n   <li><a href=\"https:\/\/www.lhh.com\/us\/en\/organizations\/our-insights\/the-seven-worst-m-and-a-mistakes-and-how-to-avoid-them\" rel=\"nofollow noopener\" target=\"_blank\">LHH: The Seven Worst M&amp;A Mistakes and How to Avoid Them<\/a><\/li>\n   <li><a href=\"https:\/\/medium.com\/m-a-science\/common-m-a-pitfalls-and-problems-1c0a5eca1b05\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Science: Common M&amp;A Pitfalls and Problems<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/strategy-and-corporate-finance\/our-insights\/a-blueprint-for-m-and-a-success\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: A Blueprint for M&amp;A Success<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/m-and-a\/how-we-help-clients\/m-and-a-strategy-due-diligence\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: M&amp;A Strategy &amp; Due Diligence<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/strategy-and-corporate-finance\/our-insights\/the-six-types-of-successful-acquisitions\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: The Six Types of Successful Acquisitions<\/a><\/li>\n   <li><a href=\"https:\/\/www.google.com\/aclk?sa=l&amp;ai=DChcSEwj5ssqH89DwAhWaiNUKHe8yB04YABABGgJ3cw&amp;ae=2&amp;sig=AOD64_3EWZI4xW3htO3LNQMyWYmntqxMKA&amp;q&amp;adurl&amp;ved=2ahUKEwij_8KH89DwAhVnC2MBHW0jDuEQ0Qx6BAgGEAE\" rel=\"nofollow noopener\" target=\"_blank\">Midaxo: M&amp;A Guide: Integration<\/a><\/li>\n   <li><a href=\"https:\/\/www.priorilegal.com\/deals\/mergers-acquisitions\/manda-due-diligence-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Priori Legal: M&amp;A Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.mergerintegration.com\/m-and-a-integration-strategy-guiding-principles\" rel=\"nofollow noopener\" target=\"_blank\">Pritchett, LP: M&amp;A Integration Strategy and Guiding Principles<\/a><\/li>\n   <li><a href=\"https:\/\/www.mergerintegration.com\/strategy-planning\/post-merger-integration-plan-merging-businesses?gclid=CjwKCAjwqIiFBhAHEiwANg9szvG0Ua2obN4ghOywPTFZWvl4RkVqL0wDMweVTplFR3bfTRy4JbBzzxoCUoIQAvD_BwE\" rel=\"nofollow noopener\" target=\"_blank\">Pritchett, LP: The 5 Critical Elements of an M&amp;A Integration Plan<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/change-management-models\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: 8 Critical Change Management Models to Evolve and Survive<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/change-management-strategy\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: How to Make a Change Management Strategy (and Defuse the Growth Time Bomb)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-register\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: How to Prevent Project Failure With a Risk Register<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/prioritization-matrix\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Prioritization Matrix 101: What, How &amp; Why? (Free Template)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-mitigation\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Risk Mitigation: What It Is and How to Implement It (Free Templates)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: The Ultimate Risk Management Guide: Everything You Need to Know<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Why You Need a Risk Management Process (+ Free Template)<\/a><\/li>\n   <li><a href=\"http:\/\/redrocketvc.blogspot.com\/2011\/07\/lesson-66-preparing-for-due-diligence.html\" rel=\"nofollow noopener\" target=\"_blank\">Red Rocket: Preparing for a Due Diligence Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.smartsheet.com\/content\/merger-and-acquisition-process\" rel=\"nofollow noopener\" target=\"_blank\">SmartSheet: The Ultimate Guide to the M&amp;A Process for Buyers and Sellers<\/a><\/li>\n   <li><a href=\"https:\/\/uk.practicallaw.thomsonreuters.com\/5-383-7853?transitionType=Default&amp;contextData=(sc.Default)&amp;firstPage=true\" rel=\"nofollow noopener\" target=\"_blank\">Thomson Reuters: Information Exchange and Integration Planning in M&amp;A: Antitrust<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-workflows\">\n <h2>Related workflows:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-target-search-process\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Target Search Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-due-diligence-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-acquisition-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Acquisition Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/post-merger-integration-pmi-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Post-Merger Integration Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding With Automations<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-checklist-26\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-quick-start\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Quick Start<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/risk-management-process-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Risk Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/hipaa-privacy-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">HIPAA Privacy Risk Assessment Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/risk-register-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Risk Register Process Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sustainability-risk-management-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sustainability Risk Management Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/startup-due-diligence-for-a-venture-capitalist-8\/\" rel=\"nofollow noopener\" target=\"_blank\">Startup Due Diligence for a Venture Capitalist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/private-equity-due-diligence-checklist-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Private Equity Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/stock-purchase-due-diligence-checklist-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Stock Purchase Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/property-acquisitions-digital-marketing-assets\/\" rel=\"nofollow noopener\" target=\"_blank\">Property Acquisitions: Digital Marketing Assets<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-audit-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-planning-process-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Planning Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/annual-financial-report-template-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Annual Financial Report Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/checklist-for-writing-an-operations-manual\/\" rel=\"nofollow noopener\" target=\"_blank\">Checklist for Writing an Operations Manual<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Review Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/communication-plan-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Communication Plan Template Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This&nbsp;workflow&nbsp;is designed to walk you through&nbsp;every stage&nbsp;of the&nbsp;M&amp;A&nbsp;process from drafting your&nbsp;strategy&nbsp;to sending your&nbsp;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, [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":26384,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"32","template_description":"Run this workflow when you want to find a Buyer for your company.","template_id":"hyypg3VCPkfLgQybtthByg","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Phase 1: Prepare for the sale:","task_slug_1":"phase-1-prepare-for-the-sale","task_2":"Document the pertinent details","task_slug_2":"document-the-pertinent-details","task_3":"Enter outside counsel's details","task_slug_3":"enter-outside-counsels-details","task_4":"Establish your strategy","task_slug_4":"establish-your-strategy","task_5":"Compile the materials","task_slug_5":"compile-the-materials","task_6":"Phase 2: Hold bidding rounds:","task_slug_6":"phase-2-hold-bidding-rounds","task_7":"Make contact with Buyers","task_slug_7":"make-contact-with-buyers","task_8":"Evaluate the offer","task_slug_8":"evaluate-the-offer","task_9":"Approval: Receive executive approval on offer","task_slug_9":"approval-receive-executive-approval-on-offer","task_10":"Assemble your transaction team","task_slug_10":"assemble-your-transaction-team","task_11":"Respond to the indication of interest","task_slug_11":"respond-to-the-indication-of-interest","task_12":"Send teasers to candidates","task_slug_12":"send-teasers-to-candidates","task_13":"Receive starting bids","task_slug_13":"receive-starting-bids","task_14":"Approval: Select bids to pursue","task_slug_14":"approval-select-bids-to-pursue","task_15":"Meet with interested bidders","task_slug_15":"meet-with-interested-bidders","task_16":"Receive the Letter of Interest (LOI)","task_slug_16":"receive-the-letter-of-interest-loi","task_17":"Approval: Agree to begin negotiation","task_slug_17":"approval-agree-to-begin-negotiation","task_18":"Phase 3: Negotiate:","task_slug_18":"phase-3-negotiate","task_19":"Review strategic intentions","task_slug_19":"review-strategic-intentions","task_20":"Negotiate with all Buyers who submit bids","task_slug_20":"negotiate-with-all-buyers-who-submit-bids","task_21":"Select the best deal","task_slug_21":"select-the-best-deal","task_22":"Approval: Accept the negotiated deal","task_slug_22":"approval-accept-the-negotiated-deal","task_23":"Draft the definitive agreement","task_slug_23":"draft-the-definitive-agreement","task_24":"Sign NDA and exclusivity agreement","task_slug_24":"sign-nda-and-exclusivity-agreement","task_25":"Facilitate the Buyer's due diligence","task_slug_25":"facilitate-the-buyers-due-diligence","task_26":"Compile the due diligence results","task_slug_26":"compile-the-due-diligence-results","task_27":"Approval: Board approves signing","task_slug_27":"approval-board-approves-signing","task_28":"Sign the definitive agreement","task_slug_28":"sign-the-definitive-agreement","task_29":"Close the deal","task_slug_29":"close-the-deal","task_30":"Sources:","task_slug_30":"sources","task_31":"Related 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