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• At your annual renewal planning meeting and/or any "Challenger" strategy sessions
• When you are receiving signals or requests regarding M&A
Solution Library
Jim Hellmuth | jhellmuth@cthellmuth.com
Tom Troike | ttroike@cthellmuth.com
TIMING OF CONVERSATION
RESOURCES
KEY CONTACTS
• Is your client owned by a private equity firm?
• Is your client planning an M&A growth strategy?
• Is your client planning to sell the business in the next 5 years?
• What is the ownership profile?
• Private or Public?
• Is the transaction an asset or stock purchase?
• If closely held by a few owners, what are their ages?
• Might one or more be nearing retirement age and divestiture?
• Is the industry going through consolidation or other macro industry changes?
• Is the company looking to expand into new territories? How does the company compare to their
industry benchmarks?
• If your client was to be bought this year would they pass due diligence without compliance concerns or
other risks to someone who might merge or acquire them?
CONVERSATION STARTERS / HIGH-GAIN QUESTIONS
