From First Call to Close: The Deal Life Cycle Explained
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From First Call to Close: The Deal Life Cycle Explained
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What actually happens between the first conversation with a buyer and the day the wire hits your account? In this episode, David and Shaun walk through the full deal life cycle — step by step — so owners know exactly what to expect at every stage of the process.
They cover the pre-LOI courting phase, the LOI and exclusivity period, and the three major diligence work streams that kick off after signing: operational, financial, and legal. They break down what a quality of earnings actually is, why disclosure schedules are the most frustrating part of any deal, and what closing actually looks like in the real world (hint: it’s not a big conference table and a stack of papers). Plus, their #1 piece of advice for any seller heading into a transaction.