In pondering an M&A or financing transaction, whether for a private company or a corporate division, you may wonder what you need to do to achieve your objectives. The diligent owner does not ask, “What does it take?” Rather, the central question and the most important issue for you to consider – is: “What steps need to be taken?” in order to prepare your business for a successful transaction. No matter how large or small the deal, the constant thread in any successful capital markets transaction is proper preparation and careful execution. An owner who is contemplating the sale of his or her company or who is evaluating a capital transaction to raise debt or equity in the private capital markets must thoroughly prepare for the transaction. Eight key concepts are described on the following pages.

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