BROKER SELECTION

Client selects broker

DATA ROOM ESTABLISHED

Broker establishes data room, an electronic record of information

for due diligence

CIM & TEASER PRODUCED

Broker produces confidential information memorandum (CIM)

and “teaser” for prospective buyers

CANVAS MARKET

Broker canvasses market

SHORT-LIST BUYERS

Broker identifies short list of potential buyers

NEGOTIATE LOI

Both sides negotiate letter of intent (LOI)

DUEDILIGENCE

Due diligence begins

SHARE / ASSETPURCHASE AGREEMENT

Negotiation and signing

BROKER INVOLVEMENT LAWYER INVOLVEMENT

WHERE WE COME INWalsh King’s role in purchases and sales includes o�ering a variety of tax and business advice. We’re ready to help at all stages

of the process, from choosing a broker and negotiating deal terms to preparing tax filings after the transaction has closed.

CONVENTIONAL

PURCHASE / SALE PROCESS

DEAL COMPLETES