M&A
From LOI to close: the cadence owners should expect
A practical rhythm so the deal team, operators, and agents are not surprised by the next gate.
Coming soon · 6 min read
After an LOI, calendars compress: data requests, management interviews, and increasingly specific questions about agents, litigation, and contracts. The acquirer is testing whether the story in marketing materials matches operational reality.
Owners should assume diligence runs in parallel tracks — financial, legal, HR, and IT — even when the buyer presents a single point of contact. Clear internal ownership for each workstream keeps the firm stable.
Protecting the core business
The best processes keep recruiting and retention messaging steady. Ambiguity travels faster than leadership expects; a consistent narrative about timing and continuity matters as much as the numbers in the data room.
Editorial draft — replace or extend this section when the full article publishes.