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The Partnership Resource Initial Discussion Worksheet

Category: M&A Issues

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Set the table for an effective negotiation by preparing in advance with the downloadable Initial Discussion Worksheet.  Based on research done by the Harvard Negotiation Project, the worksheet brings you through 7 key elements to get the most out of your initial (and subsequent) discussions with your matches.

Filling out the worksheet will help you:

■Clarify your objectives (and those of the other party)

■Separate and refine your true interests

■Think broadly about solutions that “enlarge the pie.”

■Start the relationship with the other party on the right note

■Foster trust and communication

■Set objective standards for evaluating terms and financial conditions

■Evaluate and refine your alternatives


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RIA Match is an independent company and is not affiliated with The Partnership.

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