Business Transition Planning Resources

How to Navigate a Transition at Each Stage

Are you contemplating a restructuring event, business spin-off, merger, or acquisition?

It’s important to strategically position and prepare your company before, during, and after the transaction so you can accomplish your business and personal goals in fiercely competitive environments.

Following are considerations to assess at each stage of your transition process. You can also utilize a helpful checklist that highlights steps to take during each phase or explore how to adjust your planning when hit by disruption, such as COVID-19.

Please reach out to your Moss Adams professional with any questions you might have or you can also ask them here . For upcoming webcasts, visit our events page.


Gain insight into your standing during a transaction life cycle—from start to end or at whichever stage your business finds itself. Following is an overview of considerations across that life-cycle spectrum.

How to Prepare for Your Transaction

There are two main takeaways as you begin your planning process:

  1. Start early. Great planning can empower you to build a lasting legacy. It should be comprehensive, considering the needs of the business, owners, and family. This includes conducting due diligence, valuations, and an assessment of your transaction’s potential tax consequences.
  2. Be flexible. Things change. With the luxury of time, you can adjust your business and personal finances as you go.

Merger Management Considerations

Build a solid foundation and navigate the transaction process with confidence. This phase includes due diligence, family office planning, and creating a post-merger plan, among other steps.

Whether you’re going through a merger, acquisition, separation, or forming a joint venture or strategic alliance, the goal is to drive returns on your strategic investments, accelerate the speed to value realization, and create a platform for sustainable long-term growth with a customized action plan.

What to Consider During Post-Transaction Planning

Once your transaction is complete, there’s still more to be done. You can still create and secure value from your completed transaction by improving operational performance and assessing alternative go-to-market strategies.

In addition, acquisitions are complex events that can sometimes lead to post-transaction disputes. These include alleged breaches in representations and warranties, earn-out provisions, post-close purchase price adjustments, and more—all with major economic implications.

Special Circumstances for Transactions

Learn more about how to prepare for an initial public offering (IPO), special purpose acquisition companies (SPACs), restructuring, or dispute resolution, including valuations during litigation.

Industry Insight

Following are deeper dives that explore considerations for specific industries as well as individuals. For specific spotlights, click on the industry below.

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