What Is an Executive Summary (ES) and a Confidential Information Memorandum (CIM)?
A CIM is a Confidential Information Memorandum, which highlights all aspects of your business. It is the foundational document used to market your company.
Three Essential Ways to Prepare Your Healthcare Company for Sale
Selling a healthcare company is a major decision that can
How is my Confidentiality Protected While you are Selling my Business?
Maintaining a client’s confidentiality during the sale process means protecting sensitive company details throughout the M&A process.
Episode 10: The Power of Financial Preparation with CohnReznick
Host Andre Ulloa dives into the power of financial preparation in healthcare M&A with guests Aaron Cook and Jeff Michelson from CohnReznick.
M&A Compliance: The Benefits of Working with an Investment Bank when Selling Your Healthcare Business
In this article, we address the risks of working with non-registered intermediaries as well as the added benefits afforded to sellers when working with a registered agent of a Broker-Dealer.