Week-by-week cadence.
A 4-step process for week-by-week cadence.
- Week 1: Draft the purchase agreement and align on structure Your attorney drafts the agreement based on the LOI and your finalized diligence findings. Hold an alignment call with the seller and their attorney to walk through the key terms before the full draft circulates. Catching disagreements on t (Week 1)
- Week 2: Negotiate the 10 key terms Focus exclusively on the items in the purchase agreement that materially affect economics or risk. Let your attorney handle the boilerplate. Schedule a working session with all parties, not just attorney-to-attorney redlines. Principal invo (Week 2)
- Week 3: Verify before you sign Re-pull the trailing financials to confirm nothing material has changed since you submitted the LOI. Re-confirm the top 3 customers are still engaged and paying. Lock the working capital peg amount using the most recent balance sheets. Conf (Week 3)
- Week 4: Execute and prepare for Day 1 Closing documents signed. New business bank account opened and tested with a small transaction. Day 1 communication drafted and ready to send. Login credentials requested from seller at least 7 days before close and tested 2 days before. If (Week 4)
- Draft the purchase agreement and align on structure transforms Negotiate the 10 key terms: Step 1 naturally follows from the prior action.
- Negotiate the 10 key terms transforms Verify before you sign: Step 2 naturally follows from the prior action.
- Verify before you sign transforms Execute and prepare for Day 1: Step 3 naturally follows from the prior action.
Test your system access before the wire, not after
The moment the wire clears, your leverage over the seller to cooperate on logistics is gone. Every access credential, every system login, and every password handoff should be complete and tested before close. This is not paranoia. It is the lesson most buyers learn the hard way.
This course is operational guidance, not investment, legal, tax, or financial advice. SilverShore Partners is not a registered broker-dealer or investment adviser; in qualifying private-company transactions we may operate within the federal M&A broker exemption under Section 15(b)(13) of the Securities Exchange Act. Confirm specifics with your own advisors.