“Choosing an Advisor” Checklist and Webinar now available online


Download the back-pocket checklist here: TechStrat – Choosing an Advisor Checklist


Access the full webinar here:

On November 15th we delivered a webinar with SecureDocs on the topic of Choosing an M&A Advisor.  We outlined the process for identifying the right right category of firm, and the legal duties and liabilities of the board in connection with retaining an advisor and executing a sale. We also covered best practices for running an advisor bake-off, and for managing the process itself.

The Checklist (linked above) is a short summary of the content we covered.  The full webinar is available for viewing, and is also linked above.

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