New Meeting

Preparation Checklist

Key Questions to Ask

Select an entity above for industry-specific questions.

1. 1Walk me through revenue trends over the last 3 years.
2. 2Who are your top 3 customers and what percent of revenue do they represent?
3. 3What does your management team look like and who is staying post-close?
4. 4Are there any pending legal, environmental, or regulatory issues?
5. 5What is driving the decision to sell / acquire now?