Navigating the Last 30 Days of an M&A Deal

EPISODE NOTES: Who’s Who in the Final Month: Understand the large cast of characters involved including M&A advisors, legal teams, tax consultants, buyers, funders, and integration leaders. Legal Complexities: Tips for selecting the right M&A-savvy lawyer and the importance of legal transparency and communication throughout the process. Communicating with Employees: The Goldilocks approach—don’t tell your team too early or too late. Clear and timely communication is key to trust and retention. Working Capital Battles: Real-world guidance on how to calculate and negotiate appropriate working capital levels—usually a sticking point in deals. Funding & Closing Mechanics: Breakdown of how deal day works, from signature escrow to wire transfers and Federal Reserve delays. Plus, what makes a deal truly closed. Press & PR Planning: Don’t forget the importance of coordinating press releases and internal communications for maximum positive impact. Final Advice: Preparation and the right team of advisors can make the final 30 days less stressful and more successful. Trust and communication win the day.   RELATED EPISODES Episode 214: When to Tell Employees you are Selling the Business. Listen now >> Episode 192: What to Expect the Last Week before Close. Listen now >> Episode 100: Looking back at 100 Episodes and Narrowing in on Working Capital. Listen now >> Episode 83: The 11th Hour. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify. Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.