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Uhlu lokuhlola lwe-due diligence

Uhlu lokuhlola lophenyo olunzulu lwezomthetho

Lokho abameli bomthengi noma bomtshalizimali abakubuyekezayo ngaphambi kokuthengiselana – ubunikazi bamasheya, izinkontileka zenkampani, izingxabano, amalayisensi, i-IP nabasebenzi – njengohlu lokuhlola olunezinombolo.

Bona uhlu lokuhlola

Ukuhlola okujulile kwezomthetho kuphendula imibuzo embalwa kodwa ebaluleke kakhulu: ingabe umthengisi ngempela ungumnikazi walokho akuthengisayo, ingabe inkampani isungulwe futhi igunyazwe ngendlela efanele, yiziphi izinkontileka nezikweletu eziza nayo, futhi ingabe ukuthengiselana ngokwakho kuzodala izimvume, amalungelo okuqeda noma ukufayela? Umphumela ngokuvamile ngumbiko wokuhlola okujulile kwezomthetho onesifinyezo sezimpawu zengozi, obe usuqhuba iziqinisekiso, izinxephezelo, imibandela nokulungiswa kwentengo esivumelwaneni sokuthenga.

Amafolda angezansi alandela uhlelo abameli abavame ukuhlola ngalo inkampani okuhloswe ngayo. Amarekhodi enkampani aza kuqala ngoba konke okunye kuncike kuwo: uma ithebula labanikazi bamasheya (cap table) lingalungile, konke okunye ukuhlaziya kwakhelwe esihlabathini. Izinkontileka nokushintsha kokulawula kulandela, ngoba kunquma ukuthi umthengi uthola ini ngempela. Izinombolo ziqhubeka nesakhiwo senkampani / sezomthetho / se-IP senkomba yegumbi ledatha ejwayelekile, ukuze ukwazi ukukuhlanganisa nohlu lwezezimali nentela ngaphandle kokuphinda ubeke izinombolo.

Uhlu lokuhlola lwe-Ukuhlolisisa kwezomthetho – amafolda angu-8, amadokhumenti angu-57

Kunezinombolo njengenkomba yegumbi ledatha: sebenzisa izigaba njengamafolda bese ugcina izinombolo emagameni amafayela.

1. Inkampani nobunikazi

  1. 1.1Isitifiketi sokubhaliswa nemibhalo yomthethosisekelo wenkampani
  2. 1.2Irejista yabanikazi bamasheya, izitifiketi zamasheya namarekhodi okudluliselwa
  3. 1.3Ithebula labanikazi bamasheya elivumelaniswe nerejista
  4. 1.4Izivumelwano zabanikazi bamasheya, izivumelwano zokuvota nokuhoxiswa kwamalungelo okuthenga kuqala
  5. 1.5Imizuzu nezinqumo zebhodi nezabanikazi bamasheya (iminyaka engu-3–5 edlule)
  6. 1.6Imininingwane yabaqondisi nezikhulu nokuqokwa kwabo
  7. 1.7Ishadi lesakhiwo seqembu nemibhalo yomthethosisekelo yezinkampani ezingaphansi
  8. 1.8Izibopho, izibambiso noma izinketho phezu kwamasheya
  9. 1.9Ukufayela kubhalisi wezinkampani

2. Izinkontileka ezibalulekile

  1. 2.1Irejista yezinkontileka ezibalulekile (inani, isikhathi, amalungelo okuqeda)
  2. 2.2Izinkontileka zamakhasimende aphezulu
  3. 2.3Izinkontileka zabahlinzeki abaphezulu nezokukhipha umsebenzi
  4. 2.4Izinkontileka ezinezigaba zokushintsha kokulawula, zokudluliselwa noma zokuzimela
  5. 2.5Izivumelwano zobumenzeli, zokusabalalisa, ze-franchise nezabathengisi kabusha
  6. 2.6Izivumelwano zebhizinisi elihlanganyelwe, zobambiswano nezabanikazi bamasheya kwezinye izinhlangano
  7. 2.7Izivumelwano zemalimboleko, iziqinisekiso nemibhalo yesibambiso
  8. 2.8Izinkontileka nezinhlangothi ezihlobene (abanikazi bamasheya, abaqondisi, imindeni yabo)
  9. 2.9Izinkontileka zikahulumeni nezibonelelo zomphakathi ezinemibandela yokubuyiswa
  10. 2.10Imigomo nemibandela ejwayelekile yokuthengisa nokuthenga

3. Amacala nezingxabano

  1. 3.1Uhlelo lwezimangalo ezisalindile, ezisongelwayo nezixazululiwe (iminyaka engu-5 edlule)
  2. 3.2Imibhalo yecala nokuhlola kommeli ezimangalweni ezibalulekile
  3. 3.3Izivumelwano zokuxazulula, izinqumo zenkantolo nemiyalo yemvumelwano
  4. 3.4Izimangalo zesibopho somkhiqizo nezewaranti
  5. 3.5Ilogi yezikhalazo zamakhasimende yemikhiqizo noma izinsizakalo ezilawulwayo
  6. 3.6Izaziso zomshwalense zezimangalo

4. Ukulawulwa nokuthobela imithetho

  1. 4.1Amalayisensi, izimvume nokugunyazwa kwabalawuli
  2. 4.2Ukuxhumana nabalawuli nemibiko yokuhlolwa
  3. 4.3Inqubomgomo yokulwa nokufumbathisa nenkohlakalo namarekhodi okuqeqeshwa
  4. 4.4Ukuhlolwa kwezijeziso nokulawulwa kokuthunyelwa kwempahla kwamanye amazwe
  5. 4.5Izindaba zomthetho wokuncintisana nanoma yikuphi ukufayela kokuhlanganiswa kwezinkampani
  6. 4.6Imibiko yabadaluli bezigebengu nophenyo lwangaphakathi
  7. 4.7Izimvume nezigameko zezemvelo, zempilo nezokuphepha

5. Impahla yengqondo

  1. 5.1Uhlelo lwe-IP ebhalisiwe (amalungelo obunikazi bokusungula, izimpawu zokuhweba, imiklamo, izizinda)
  2. 5.2Izivumelwano zokudluliselwa kwe-IP ezivela kubasunguli, abasebenzi nabasebenzi bekontileka
  3. 5.3Izivumelwano zamalayisensi angenayo naphumayo
  4. 5.4Umbiko wokusetshenziswa kwe-open source nezibopho zamalayisensi
  5. 5.5Izingxabano ze-IP, ukuphikisa nezincwadi zokuyeka
  6. 5.6Izivumelwano zemfihlo nezokungadaluli

6. Ukuqashwa

  1. 6.1Izinkontileka zokuqashwa ezibalulekile nezenkonzo yabaphathi abakhulu
  2. 6.2Amathempulethi ezinkontileka zokuqashwa ezijwayelekile
  3. 6.3Izivumelwano zabasebenzi bekontileka nabeluleki
  4. 6.4Imithetho yezinhlelo zezikhuthazo, zezinketho namabhonasi nezincwadi zokunikezwa
  5. 6.5Izivumelwano ezihlanganyelwe nokubonisana nomkhandlu wabasebenzi
  6. 6.6Izimangalo zokuqashwa, izindaba zokuqondiswa kwezigwegwe nezivumelwano zokuxazulula
  7. 6.7Izivumelwano zemikhawulo zabasebenzi ababalulekile

7. Izindlu nezakhiwo

  1. 7.1Imibhalo yobunikazi bempahla engeyakho
  2. 7.2Izivumelwano zokuqasha, amalayisensi nezivumelwano zediphozithi yerenti
  3. 7.3Izimvume zomnikazi wendawo ezidingekayo ekuthengiselaneni
  4. 7.4Izimvume zokuhlela nokuthobela imithetho yokwakha
  5. 7.5Uhlelo lwazo zonke izakhiwo ezisetshenziswayo (ezingezakho, eziqashiwe, ezinelayisensi)
  6. 7.6Izibopho zokulungisa umonakalo nokubuyisela esimweni sokuqala

8. Ukuvikelwa kwedatha ne-IT

  1. 8.1Amarekhodi emisebenzi yokucubungula (i-GDPR Isigaba 30)
  2. 8.2Izaziso zemfihlo namarekhodi emvume
  3. 8.3Izivumelwano zokucubungula idatha nabahlinzeki namakhasimende
  4. 8.4Izindlela zokudlulisela idatha emazweni angaphandle (ama-SCC, ukwanela)
  5. 8.5Ilogi yokwephulwa kwedatha yomuntu siqu nezaziso eziya kuziphathimandla
  6. 8.6Izivumelwano ezibalulekile ze-IT ne-SaaS
Uhlu lokuhlola olusebenzisanayo
Dawuniloda i-Excel (XLSX) Isakhiwo samafolda (ZIP)
Kopishela ku-Google Sheets

Vula i-Google Sheet entsha (sheets.new), chofoza iseli A1 bese unamathisela le fomula – uhlu lokuhlola luyavuleka namakholomu athi Status, Owner, Due date ne-Notes:

Ukuze uyihlele, khetha konke, kopisha bese unamathisela njengamavelu kuphela (Ctrl+Shift+V).

I-CSV ivuleka ku-Excel, Numbers noma ku-Google Sheets. Kuyisiqalo esisebenzayo – sishintshe sifanele isivumelwano sakho nomthetho wezwe lakho ngosizo lwabeluleki bakho.

Dala leli gumbi ku-HelpRange

Ubani obuzayo

Inkampani yabameli yangaphandle yomthengi noma yomtshali-zimali ohamba phambili, ngokuvamile inabameli bendawo ezweni ngalinye lapho inkampani okuhloswe ngayo inezinkampani ezingaphansi, nochwepheshe bokulawulwa, be-IP, bokuqashwa nabokuvikelwa kwedatha.

Isikhathi esijwayelekile

Ngokuvamile kuqhubeka kanyekanye nokuhlola okujulile kwezezimali phakathi namasonto angu-3–8; umbiko wezimpawu zengozi ungalethwa kuqala, umbiko ophelele ngaphambi kokusayina.

Izimpawu zengozi
  • Ukukhishwa noma ukudluliselwa kwamasheya okungazange kugunyazwe noma kubhaliswe ngendlela efanele
  • Amalungelo okuqeda uma kushintsha ukulawula ezinkontilekeni ezibalulekile
  • Ukudluliselwa kwe-IP okungekho okuvela kubasunguli noma kubathuthukisi
  • Iziqinisekiso zomuntu siqu noma isibambiso phezu kwempahla ebalulekile
  • Uphenyo lwabalawuli oluqhubekayo
  • Abasebenzi bekontileka abangabasebenzi ngakho konke ngaphandle kwegama
  • Izinkontileka nezinhlangothi ezihlobene ngemibandela engeyona eyemakethe

Shintsha lolu hlu lokuhlola lube yigumbi ledatha

Dala isakhiwo samafolda, layisha amadokhumenti ngaphansi kwezinombolo zenkomba ezifanayo futhi wabelane ngawo ngokwamukelwa kwe-NDA, izimvume ngefolda ngayinye, izimpawu zamanzi nokulandelela ezingeni lekhasi. Uhlelo lwe-Max $87 ithimba ngalinye ngenyanga lwamagumbi edatha ane-NDA, i-Unlimited $174, noma i-Deal Room Pass yesikhathi esisodwa ngo-$199 (izinsuku ezingama-90).

Khiqiza inkomba yegumbi ledatha I-Deal Room Pass – $199
Imibuzo Evame Ukubuzwa

Ukuhlolisisa kwezomthetho – imibuzo

Ukuhlola okujulile kwezomthetho kuhlanganisa ini?

Amarekhodi enkampani nobunikazi bamasheya, izinkontileka ezibalulekile, amacala, ukuthobela imithetho yokulawulwa namalayisensi, impahla yengqondo, ukuqashwa, izakhiwo nomhlaba kanye nokuvikelwa kwedatha. Kuhlonza izingozi okufanele zixazululwe ngentengo, iziqinisekiso, izinxephezelo noma imibandela yokuvala isivumelwano.

Uyini umbiko wokuhlola okujulile kwezomthetho wezimpawu zengozi?

Umbiko omfushane obala izindaba ezibalulekile kuphela, ngokungafani nombiko ophelele ochaza yonke inkontileka. Abathengi bavame ukuwucela kuqala ukuze banqume ukuthi bazoqhubeka yini nesivumelwano.

Ukuhlola okujulile kwezomthetho kwehluke kanjani kokuhlola okujulile kwezezimali?

Ukuhlola okujulile kwezomthetho kubheka amalungelo nezibopho – ubani ongumnikazi walokho, inkampani ithembise ini nokuthi ubani ongayimangalela. Ukuhlola okujulile kwezezimali kuhlola izibalo: ikhwalithi yemali engenayo, imali esebenzayo nesikweletu esiphelele.

Yiziphi izinkontileka ezibalwa njengezibalulekile?

Ngokuvamile izinkontileka ezingaphezu komkhawulo wenani okuvunyelwene ngawo nomthengi, izinkontileka ezinezigaba zokushintsha kokulawula noma zokuzimela, nanoma iyiphi inkontileka okunzima ukuyithatha indawo, njengamakhasimende abalulekile, abahlinzeki, amalayisensi nezimali.

Ingabe umthengisi angakhawulela ukufinyelela kweminye imibhalo yezomthetho?

Yebo. Izinkontileka ezibucayi ngokwezohwebo zivame ukufihlwa ingxenye noma zivulelwe kuphela abameli bangaphandle bomthengi ("ithimba elihlanzekile") kuze kube sekupheleni kwenqubo. Igumbi ledatha elinezimvume ngefolda ngayinye nezimpawu zamanzi liyakwazi ukwenza lokhu.

Uhlu lokuhlola oluhlobene
Uphenyo olunzulu lwe-M&A Uphenyo olunzulu lomhlinzeki Uphenyo olunzulu lwezindlu nomhlaba Ukuhlolisisa kwentela

Lonke uhlu lokuhlola: Uphenyo olunzulu lwe-M&A · Uphenyo olunzulu lwezezimali · Ukuhlolisisa kwentela · Uphenyo olunzulu lwezindlu nomhlaba · Uphenyo olunzulu lokuqoqa uxhaso lwezinkampani ezisaqala · Uphenyo olunzulu lomhlinzeki · ukubuka konke

Amathuluzi namagumbi edatha
Uhlu lokuhlola lophenyo olunzulu olusebenzisanayoIsikhiqizi senkomba yegumbi ledathaIsibali sezindleko zokuhlolwa kokwethembekaIgumbi ledatha le-M&AIgumbi ledatha lokuqoqa imaliIgumbi ledatha ne-NDAAmagumbi edatha abonakalayo angcono kakhulu