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Deal Team

M&A Attorney

Engage once the LOI terms are settled, so the drafting starts from decisions rather than debates. (LOI through closing.)

Diligence & QoE

Hire when the LOI is signed and the earnings number is about to carry real money. (Post-LOI.)

Loan Broker

Bring one in early if you would rather have your deal shopped to lenders than run the bank search yourself. (Financing.)

Sell-Side Banks to Know

You rarely hire these, but the larger end of small trades through them, so know who runs the process you are bidding into. (Sourcing and bidding.)

Closing Vendors

Order off the lender's checklist: escrow, title, the Phase I, and the equipment appraisal each have a national bench. (The closing checklist.)

Before You Hire Anyone

The Diligence Checklist carries the items these firms are hired to satisfy, and the Lenders shelf covers the bank whose closing checklist most of these seats answer to. The full reviews behind every card, with pricing notes and cons, live in the directory.

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