WHAT INFORMATION TO REQUEST INITIALLY AFTER SIGNING AN NDA?
My partner and I have signed an NDA with a company we are looking to acquire. We have had an initial phone conversation in which the owner expressed interest in selling and we are looking to set up a zoom meeting. What information should we request initially? We have the Stanford primer DD list, but that is definitely overwhelming at this stage. We were thinking historical financial statements and number of customers/customer lists. I'm curious to hear everyone's thoughts on this.