A definition of your management current organization at the key personnel level, Your historical financial statements for the most recent interim periods, including comparison with prior years results and budgets, Your financial projections will be prepared for the next three to five years, A letter of confidentiality upon agreeing to keep all information about the opportunity to purchase or invest in a business.
Confidentiality is important prerequisite.
Both buyer and seller will be concerned with the price. Each needs to determine what the value of the company is. If buyer and seller understand the transaction's effect, they can often work together to minimize taxes payable by either party. What you do in the first 100 days after a merger or acquisition can b critical to your company's long-term success. A letter of intent will be signed and will be the negotiating tool commonly used in business acquisitions and mergers.