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Month: May 2025

Laying the Groundwork: Information Gathering & Communication Calendar in the Sell-Side M&A Process

Laying the Groundwork: Information Gathering & Communication Calendar in the Sell-Side M&A Process

In the first article of our new series, 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence, we explore how early-stage preparation through information gathering and a communication calendar sets the tone for the entire deal. Early-stage preparation is critical in the...

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Latest Posts

  • RIA Owners Dialogue: What Founders Are Really Asking About Succession, Timing, Technology, and Growth
  • 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence
  • Post-Close Transition Q&A: The PCM Team Answers the 7 Questions Every PE-Backed Founder Should Be Asking After Close
  • Signing & Closing: Where Execution Defines the Outcome
  • Finalizing Terms: Closing with Clarity While Protecting Value and Reducing Risk
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