Merger Candidate Evaluation

April 9, 2010 05:28 AM

The following is a list of business issues for you to consider when determining the suitability of a potential merger partner. Assign a numerical value of 1 to 5 (5 is most important) to each item. This will help to assess the opportunity, based on a consistent set of criteria. 

___ 1. Objectives of the owner.
___ 2. Company culture and values.

___ 3. Opportunity to expand current operation.
___ 4. Opportunity to diversify operation.
___ 5. Opportunity for geographic expansion.
___ 6. Opportunity to expand product/skills.
___ 7. Management ability/skills.
___ 8. Current annual sales.
___ 9. Nature of client base (demographic served)
___ 10. Current number and age distribution of owners.
___ 11. Number, tenure, skills, and abilities of support personnel.
___ 12. Number, tenure, skills and abilities of the management personnel.
___ 13. Prospective company's operation history, liability claim history, and other potential concerns.

___ 14. Method of determining ownership distribution, salaries, decision making.
___ 15. Other:

(please note) ____________________________







Rank each according to importance and priority (1- low, 5-high) 


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