Letter of Intent & Pre-LOI Advisory Services

Pre-transaction planning is an important element of any business’s M&A Strategy. Whether you’re exploring a new target or preparing to submit a letter of intent (LOI), our buy-side transaction advisory services help you make informed, strategic decisions at every stage of the deal process. Knowing which opportunities to pursue versus which ones to move past from, will enable you to focus on the best opportunities and minimize unnecessary costs. Kreischer Miller brings 50 years of M&A expertise, with billions in transaction experience across buy-side and sell-side deals.

Our experience provides business leaders with the insight to appropriately evaluate M&A opportunities in an efficient manner, and when the right opportunity presents itself, we help management craft a LOI. A well-structured LOI backed by solid due diligence can reduce surprises, strengthen your negotiating position and increase the likelihood of a successful transaction.

Pre-LOI financial due diligence
- Historical financial statement analysis
- Early customer and revenue quality analysis
- Working capital trends evaluation
- High level normalization of earnings and EBITDA
Coordination of initial outreach or Indication of Interest (IOI)
Buyer positioning and messaging strategy
Indications of value and feasibility analysis
Meetings with target entity management, if needed
Identification of significant risks and red flags
Assessment of target viability
LOI development and preparation
- Collaboration with legal support to provide guidance on deal terms and what to include in the LOI
Tax planning and structuring considerations (asset vs. stock,
earnouts, rollover, etc.)