12 steps to a foolproof merger

good planning is key.

by august aquila
aquila global advisors

the following steps are proven aids in helping your merger or acquisition go smoothly:

1. define your reasons. before you start down the m&a path, you need to define how it will help the firm fulfill its strategic vision. it is never a good idea to acquire or merge a firm just for the sake of doing so. if a merger or acquisition does not further your strategic vision, it probably is best to walk away from the opportunity, because it really isn’t an opportunity.