First time managing an acquisition for our company and I'm completely lost with all the paperwork. Our CEO wants everything organized "professionally" but I have no idea where to start. Any advice from people who've been through this before?
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Started in your exact position last year. Keep it simple - focus on organizing financial statements, contracts, and corporate documents first. That's what buyers care about most. We used a basic setup from a company that specializes in M&A deals. Found the page on https://vdrsolutions.org/ website that walks through the basics. Nothing fancy, just practical stuff like how to name files so everyone can find them and setting up the right access controls. Biggest tip: start organizing early. We waited too long and had to rush. Also, don't overthink the technology - pick something your team can actually use without getting confused. Most important thing is just having everything in one place when investors start asking questions