Plan an acquisition or prepare a company for sale using structured checklists and decision frameworks. Examine strategic fit, due diligence—the investigation before a deal—valuation approaches, negotiation terms, and plans for combining operations after acquisition.
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M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.
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Frameworks for both sides of M&A: acquiring companies and being acquired.
M&A, mergers and acquisitions, due diligence, acquisition, acqui-hire, integration, deal structure, valuation, LOI, term sheet, earnout
Acquiring: Start with strategic rationale → target screening → due diligence → valuation → negotiation → integration.
Being Acquired: Start with readiness assessment → data room prep → advisor selection → negotiation → transition.
| Domain | Key Questions | Red Flags |
|---|---|---|
| Financial | Revenue quality, customer concentration, burn rate | >30% revenue from 1 customer |
| Technical | Code quality, tech debt, architecture fit | Monolith with no tests |
| Legal | IP ownership, pending litigation, contracts | Key IP owned by individuals |
| People | Key person risk, culture fit, retention risk | Founders have no lockup/earnout |
| Market | Market position, competitive threats | Declining market share |
| Customers | Churn rate, NPS, contract terms | High churn, short contracts |
The ranges below are illustrative, not current market data — always verify against current market comps before using them in a model or negotiation.
Sources to verify against (check the latest edition): the SaaS Capital Index (private SaaS revenue multiples, updated monthly), Software Equity Group (SEG) Annual/Quarterly SaaS M&A Reports (transaction multiples), and Aventis Advisors' SaaS valuation multiples reports. Cross-check at least two before anchoring a price.
See references/integration-playbook.md for the 100-day integration plan.
| Term | What to Watch | Your Leverage |
|---|---|---|
| Valuation | Earnout traps (unreachable targets) | Multiple competing offers |
| Earnout | Milestone definitions, measurement period | Cash-heavy vs earnout-heavy split |
| Lockup | Duration, conditions | Your replaceability |
| Rep & warranties | Scope of liability | Escrow vs indemnification cap |
| Employee retention | Who gets offers, at what terms | Key person dependencies |
This skill frames the deal; two sibling skills verify it. Hand off — don't duplicate:
general-counsel-advisor: run the LOI/term sheet through ../general-counsel-advisor/scripts/term_sheet_analyzer.py (12-dimension 0-100 score) and the definitive docs through ../general-counsel-advisor/scripts/contract_risk_scanner.py (12 founder-killer patterns: earnout traps, uncapped indemnity, vague IP, etc.). Any 🔴 finding goes to outside counsel before signing.chief-data-officer-advisor: run ../chief-data-officer-advisor/scripts/ai_training_data_audit.py (training-data rights, GDPR Art. 6 basis) and ../chief-data-officer-advisor/scripts/data_asset_valuator.py (data-asset value, M&A multiplier with carve-out penalties) on the target's data estate. Undocumented consent provenance is a price-reduction or walk-away item.cfo-advisor tools for the quantitative model; this playbook stays qualitative.Loop the findings back into the negotiation-points table above before the next counter.
| Role | Contribution to M&A |
|---|---|
| CEO | Strategic rationale, negotiation lead |
| CFO | Valuation, deal structure, financing |
| GC | LOI/term sheet review, contract risk scan, regulatory triggers |
| CDO | Data diligence: training-data rights, data-asset valuation |
| CTO | Technical due diligence, integration architecture |
| CHRO | People due diligence, retention planning |
| COO | Integration execution, process merge |
| CPO | Product roadmap impact, customer overlap |
references/integration-playbook.md — 100-day post-acquisition integration planreferences/due-diligence-checklist.md — comprehensive DD checklist by domain../general-counsel-advisor/SKILL.md — term sheet analyzer + contract risk scanner../chief-data-officer-advisor/SKILL.md — data diligence + data-asset valuation还没有评价。欢迎分享你的使用感受。
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Audit web applications for accessibility issues against WCAG 2.2 Level A and AA, the web accessibility standards. Get framework-specific code fixes, contrast checks, verification steps, and reports, with options for automated checks in development pipelines.
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Plan A/B tests that compare page variations, from headlines to pricing layouts. Define a hypothesis, choose success metrics, calculate sample size and duration, and prepare launch checks and results reports to support decisions.
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Create paid ad headlines and body copy tailored to each platform's character limits. Use existing performance data to develop variations, explore new messaging angles, and check copy for length, quality, and potential rejection risks.
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Review code changes from three critical perspectives: production failures, maintainability, and security. Get a consolidated report that ranks findings by severity and provides merge guidance, helping examine assumptions that an ordinary self-review may overlook.
中文简介正在准备中。当前显示英语简介。
Audit and improve content intended for citation in AI answers. Review evidence, author information, and structure, generate revised content and structured metadata, and keep a local record of observed citations across AI services.
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Create signed records for consequential agent actions such as deployments, deletions, and payments. Decide which actions need evidence, record the agent, action, target, and policy, then verify the resulting certificate offline to detect later changes.
中文简介正在准备中。当前显示英语简介。