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Often overlooked during deal negotiation, the items on this checklist can prove critical after closing. The various topics highlighted below are explained in the full checklist.
- Market Data
- Escrow Bank
- Contact Information
- Non-Disclosure Agreements
- Sales Tax Practices
- Expense Fund
- Payments
- Withholding and Compensation Payments
- Data Room
- Surviving Trust or Company
- Former Directors or Management
Paul Koenig
Chief Executive Officer tel:303-957-2850
Paul is the chief executive officer and co-founder of SRS Acquiom.
Before co-founding SRS Acquiom, Paul was one of the founding partners of Koenig & Oelsner, a Denver-based corporate and business law firm with a strong practice in mergers and acquisitions, securities, and financing transactions. Prior to that, he was an attorney in the Chicago office of Latham & Watkins, and in the Colorado office of Cooley LLP.
Paul has authored numerous articles and is a frequent speaker at industry events. He received his BBA in finance from the University of Iowa and graduated from Northwestern University School of Law.