Skip to Content
Close

Salt Creek Blog

Buyer Beware: Key Clauses and Deal Terms to Protect You During an Acquisition

Man signing document
Buyer Beware: Key Clauses and Deal Terms to Protect You During an Acquisition Advisors always enter into an acquisition deal hoping for and expecting the best. If you do your due diligence, your chances of a positive outcome are high, but the unexpected can still happen. To ensure appropriate stewardship of the deal by all parties, as a buyer you need to do everything you can to protect your interests in a way that engages the seller and holds both accountable to a positive outcome. To help you, we spoke to one of our resource partners, Todd Doherty, M&A Consultant with Advisor Legacy, to get insights as to what terms you should include in your contracts to protect your investment. Todd began by stressing the importance of due diligence. “It’s really important that you take the time to get to know the seller and really communicate your goals and transition plan,” says Todd. “However, there are a few items you can add to your agreement, depending on

Read More