15. Where Do Professional Advisors Fit Into M&A Deals?

We are accountants. In our opinion, accountants, lawyers and bankers are worth their weight in gold. It is not their deal, they advise not decide. But anyone in business needs a solid advisory team to consult and present the factors, so that the business and its Board know what decision they are taking.

Factors to consider about professional advisors include:

• Past experience
• Will they put in long hours if necessary over the deal period?
• Are they team players?
• Are they systematic?
• Are they clear?
• Are they discreet?
• If they don’t know something, would they say so?
• If something is outside their area of expertise, will they help coordinate a response from others?
• There’s also the question of their fees and engagement letters. Do they avoid surprises?
• Etc.

Next Steps Include:

• Start planning the ingredients of your proposed acquisition or sale based on the above.
• Many of the surprises may be predictable with proper preparation.
• You can’t do an M&A deal without a good team of advisors. Check yours have M&A experience and seem a good fit.
• What is the other side’s advisors really after? Can you read between the lines?
• Consult legal and professional advisors in each country concerned in specific cases.
• Contact us if you are looking for an M&A candidate to buy or sell.
• Contact us if you have your candidate and want to prepare for an M&A deal.

© Leon Harris 19.5.25, all rights reserved.  Email: [email protected],  Cell: +972-54-6449398.