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Business Acquisition Inquiry Meeting Template

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When acquiring a business, often the due diligence checklist is not enough. Often you must inquire further with specific questions relating to the business.

Business Meetings Planning Meetings
Desktop Experience
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Tue, Aug 4
4 Aug
10:30 - 11 AM
Business Acquisition Inquiry Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Business Acquisition Inquiry Meeting
Today @ 10:30 - 11 AM
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Business Acquisition Inquiry Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Business Acquisition Inquiry Meeting Template:

1👋 Introduction

Start with a brief introduction and round table of those attending the meeting.

2💸 Selling

Discuss some questions about selling the business.

  • Why are you selling the business?
  • Have you attempted to sell before?

3🏢 Business

Discuss some questions about the business.

  • Do you have a business plan we can access?
  • How easily have competitors entered or left the market?
  • What is the business model and how complex is it?
  • Do you have an organizational chart we can access?
  • Do you have an online data room?
  • What is on your disclosure schedule?

4✅ Action items

What are the next steps? What are the action items?

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Fellow.app

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Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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