Merger And Acquisition M&A Business Plan

Merging your company with another, or taking on someone’s else’s business, means also merging your vision and goals with the dreams, concepts, and commitments of someone else. A professionally prepared m&a Business Plan can smooth the way, letting you get back to business fast. When two companies merge, two sets of leaders must also join their hopes and business dreams and the fruits of their hard work to create something new. Many business owners miss out on a good merger opportunity simply because the process itself can seem too overwhelming and intimidating to complete. We’ve got some insight into the plan and the process to make things a little less stressful.

M&A Business Plan is Ideal For

  • Business owners looking to seamlessly join forces or integrate a newly acquired company into one they already own.
  • Entrepreneurs and seasoned business owners buying or otherwise acquiring an existing company.

M&A Business Plan Uses

Merging is about more than mixing finances. Each company will have its history, staff, loyal customer or client base, and internal culture. Creating a comprehensive plan for moving forward with one voice can stop problems before they begin. Your Merger and Acquisition Business Plan sets clear objectives to allow the pieces of the puzzle to fall into place quickly, with less stress and an emphasis on the best possible outcome. Having an M&A Business Plan in place allows owners and managers to quickly move from one step to the next as the process moves forward, minimizing lost time and maximizing efficiency.

Bottom Line

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From marketing to staffing, and m&a business plan will help the merger and acquisition process run as smoothly as possible. Your Wise Merger and Acquisition Business Plan will help you make the most of your decision to merge with or purchase another company, whether you’re looking to expand your current market reach, increase your product offerings or even enter new markets and industries.

Allowing someone else into the sanctuary of your business planning process can be daunting, but we’re here to take the stress out of the process. With Wise, Mergers and Acquisitions services you can get back to business faster than ever.

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Why do I need an Acquisition Business Plan?

Focusing on common objectives and finding ways to share strengths is the first step toward success in the merger or acquisition process. Wise can help you identify the key places where your business goals meet and help you leverage those points of continuity for a successful merger or sale.

Your merger and acquisition business plan sets clear objectives to allow the pieces of the puzzle to fall into place quickly, with less stress and an emphasis on the best possible outcome. Having a plan in place allows owners and managers to quickly move from one step to the next as the process moves forward, minimizing lost time and maximizing efficiency.

Your Wise M&A Business Plan will help you make the most of your decision to merge with or purchase another company, whether you’re looking to expand your current market reach, increase your product offerings or even enter new markets and industries.

Allowing someone else into the sanctuary of your business planning process can be daunting, but we’re here to take the stress out of the process. With Wise, you can get back to business faster than ever.

Ready to learn more?

The professionals at Wise have decades of experience in helping businesses of all sizes and kinds of mergers or change hands successfully. Not sure if you could benefit from an M&A business plan right now? Call us today to discuss your options. Wise offers a variety of business-building services for clients of all sizes in every stage of company development.

Plan Overview

  • Executive Summary
  • Financial objectives
  • Recap of acquired business financials
  • Business acquisition costs
  • Products or Services

Market Analysis

  • Market Size
  • Market segmentation
  • Location
  • Targeted demographics
  • Market needs

Marketing Information

  • Marketing objectives
  • Marketing strategy
  • Competitive analysis
  • Competitive advantages

Operations Analysis

  • Management
  • Keys to success
  • SWOT analysis
  • Barriers to entry
  • Milestones

Investor Information

  • Qualifying investor contribution
  • Use & allocation of funds
  • Job creation
  • Detailed job descriptions

Complete Financials

5 year proforma financial projection include:
  • Personnel forecast
  • Revenue forecast
  • Break-even analysis
  • Income statement
  • Cash flow statement
  • Balance sheet
  • Sensitivity analysis
  • Financial indicators
  • Financial assumptions
Powerpoint Presentation

Every plan includes our suite of professional services:

You’ll receive a document written in Microsoft Word, financials custom-built in Microsoft Excel, and a finished plan laid out in professional graphic programs by skilled designers.

PowerPoint Presentation (Optional):

A Wise Business PowerPoint Presentation helps direct
investor attention to the points you most want to emphasize while offering an outline to streamline your
presentation to potential funding sources. Each concise, visually appealing m&a Business Plan presentation for
investors are carefully written and designed to perfectly support your investor business plan.

Custom Quote

Get in Touch

CONTACT US TODAY FOR A FREE CONSULTATION

icon 800-496-1056  iconinfo@wisebusinessplans.com

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