Tips for a Successful Transaction

Tomlinson Advisory Group, LLC helps its clients reduce risks association with transactions, control costs and accelerate timing.  The goal in each transaction is for the client to achieve a higher price with more certainty. 

​Here are tips to closing a successful transaction: 

• Think about the motivations of all parties.  Think about what is important to you.

 

• Know the market around both “business” terms and “legal” terms.  Is your position strong or weak?

 

• Assess the likelihood and magnitude of all risks inherent to the deal

 

• Provide the other parties with all relevant information at the appropriate time and manner.  You must evaluate and prepare such information proactively before giving it to the other parties

 

• Have proper communication with all of your deal professionals.  You need to understand all of the issues , their ramifications and your counsel’s recommendations

 

• Be willing to explore alternative structures, parties and terms.  This includes earn-outs and escrows, if necessary.

 

• Running the right process, including finding the right buyers, lenders and investors

 

• Solving obstacles in order to get to closing

 

• Don’t get too high or too low.  Deals are a roller coaster

 

• Don’t take the process personally