September 2018
Beginner to intermediate
368 pages
9h 12m
English
Content preview from Mergers & Acquisitions For Dummies
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Chapter 8
Creating and Reviewing an Offering Document
IN THIS CHAPTER
Taking an overview of the offering document
Relaying company info
Noting financial numbers
The offering document, also known as the confidential offering memorandum (COM), the information package (IP), and the deal book, is the main sales document in the mergers and acquisitions process. More commonly, it’s simply called the book. Everything a Buyer needs to make an offer (not close a deal) is in the book.
In this chapter, I introduce you to the who, what, when, and how of the offering document. In case you’re wondering about the where, that’s up to you! Write it where you’re most comfortable.
The Offering Document in a Nutshell
The offering document is the deal book, the almanac of fact, the atlas of numbers. The offering document is the bible of the company. As with any written document, it becomes dogma. In other words … it’s kind of important. Take care to draft a complete, honest, and accurate offering document.
The Seller writes the offering document (or, as is often more accurate, the Seller’s advisors do). Writing an offering document is a time-consuming process, so Sellers need to make sure the book-writing ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.