Critical M&A Questions All Owners Need to Ask

A Detailed Guide to Prepare for Your Business Sale Conversations

Your List of the Most Important Questions For Your M&A Process

Selling your business involves complex decisions and can be very complicated and confusing. Our comprehensive checklist is designed to help you navigate these challenges, ensuring you are asking the right questions at each stage of the M&A process. Discover the key questions every business owner must ask before entering an M&A transaction.

Choosing the right advisors is one of the most critical steps in the process of selling your business. But how do you ensure that you’re selecting the advisors who truly understands your unique goals and challenges?

We’ve outlined key questions and thoughts that will help guide you in this decision. 

Here’s a preview of what you’ll ask:

  • What is your experience with companies like mine?
  • How will you tailor the process to align with my business goals?
  • How do you handle confidentiality throughout the transaction?
  • M&A Advisors: Critical questions to assess your advisor’s experience and strategic approach.

The full booklet includes:

M&A Advisors: Critical questions to assess your advisor’s experience and strategic approach.

Wealth Advisors: How to ensure your personal financial goals are met during and after the sale.

Accounting Firms: Questions to confirm your financials are presented accurately and efficiently.

Lawyers: Key legal considerations to protect your business and personal interests in the transaction.

For the full booklet, please click below.

Why do you need audited financial statements?

What is a Quality of Earnings report and why would you want to get one?

What Clients Are Saying About Dunn Rush

I had never sold a business before and didn’t realize everything that went into it, or the time involved. One of my best decisions was hiring professionals, Dunn Rush & Co., to guide us through the sale process. Their experience, determination and guidance resulted in a very smooth and efficient transaction. They were especially helpful during the negotiations over price. We achieved optimal results for all constituents: our shareholders, employees and customers.

John D'Amelio / Former Owner of Precast Specialties Corp.

It was indeed a pleasure to be working with a strong, professional team while getting the personal attention of a partner throughout the process.

Michael Brubaker / President & CEO, R. L. Drake, LLC.

I was approached by multiple potential buyers and knew I needed help to navigate the process while continuing to run my business. Dunn Rush was instrumental in organizing the data room, managing the bidding, facilitating negotiations, maintaining positive communications, maximizing the sale price and getting it over the line. I highly recommend Kevin and Greg.

Bob Keeley / Former Owner & CEO, Diversified Project Management, Inc.

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