1
Prepare for Negotiations
Negotiation Preparation
Before entering negotiations:
- Review all DD findings and their impact on valuation
- Identify your BATNA (Best Alternative to a Negotiated Agreement)
- Set walk-away points for key terms
- Prepare a negotiation playbook with your positions
Checklist0/4
2
Manage Deal Terms
Term Management
Track every term being negotiated:
- Purchase price and structure (cash, stock, earn-out)
- Representations & warranties
- Indemnification provisions
- Closing conditions
- Non-compete and transition arrangements
Each term has a status: proposed, counter-proposed, agreed, or disputed.
Checklist0/4
3
Finalize Agreement
Closing Negotiations
When terms are agreed:
- Generate a term sheet summary
- Have legal review the definitive agreement
- Obtain necessary board approvals
- Set the signing date
The platform tracks all changes and maintains a complete audit trail.
Checklist0/4