This article explains the Stage 1: Setup portion of a SEMI© M&A Project.
In this Stage, we will:
- Select the Project and Policy Types
- Name the Project
- Identify the involved parties - see SEMI© - M&A Roles Explained
- Provide their name, e-mail address (and Company for Advisor(s))
- Select or request a Broker
- The io.insure platform will automatically invite the listed parties to the Project
- Sign a mutual NDA - see How do I sign an NDA?
- Upload Hold Harmless Letters if needed
All of these items are further explained in our step-by-step guide.
Please click on the chevron to the right of the progress bar at the top of this article, the below link, or the next item in the How to SEMI© menu to the right for information on the next step: