Customer Concentration Due Diligence for Competitor Bids
A 2026 guide for B2B sellers evaluating competitor bids: reconcile customer revenue, group affiliates, qualify margin exceptions, and approve separate restricted evidence and bidder reports.
Does a Working Capital Escrow Cap Seller Liability?
A 2026 seller guide to working capital escrow caps, direct repayment and permitted recovery sources, with a $30 million stress test, source matrix and blank scenario worksheet.
Working Capital True-Up: Deadlines and Evidence Checklist
A 2026 working capital true-up reference for owners and CFOs: contract-to-calendar worksheet, supporting-records matrix, delayed-access scenarios, objection procedures, and a fictional date calculation.
Changing M&A Advisors After a Failed Sale: Relaunch Plan
Changing M&A advisors after a failed sale in 2026: a two-advisor calendar, buyer register, tail and trigger mapping, and a hypothetical $30M fee overlap example to prepare for counsel.