Deal Team Checklist
Build the right team 12–24 months before you sell. Defines the four roles — existing accountant, deal-experienced tax advisor, M&A lawyer, broker / investment banker — what each is responsible for, and the questions to ask before signing engagement letters.
Deal Team Checklist
The Advisors TableDeal Team Checklist
Build the right team 12–24 months before you sell. Defines the four roles — existing accountant, deal-experienced tax advisor, M&A lawyer, broker / investment banker — what each is responsible for, and the questions to ask before signing engagement letters.
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How financial planning, tax strategy, and the right advisory team come together to build long-term wealth.
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Related resources
Need more than a checklist? Cedar Group provides hands-on advisory for complex tax situations.
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