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M&A - Create SPA issues list from SPA redline

Learn how to turn an SPA redline into a clear issues list using Legora’s Word Add-in, so you can brief your client faster and focus on negotiation strategy.

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Overview

When you get a redlined SPA back from the other side, the fastest way to move the deal forward is usually a clear issues list.

This lesson shows how to use the Word Add-in to turn tracked changes into a structured table you can share with your client.

Before you start

  • Open the redlined SPA in Microsoft Word.

  • Make sure tracked changes are visible.

Create an issues list from a redline

  1. Open the Legora Word Add-in.

  2. Ask Legora to read the tracked changes and produce an issues list table.

  3. Review the table for accuracy and tone.

  4. Tidy any client-specific language.

  5. Copy into an email or memo for the client.

What a good issues list includes

A practical structure is:

  • issue number,

  • clause reference,

  • what changed (or buyer position),

  • recommended seller position,

  • questions for the client.

Example instruction you can copy

“Based on the tracked changes in this SPA, create an issues list table.

Include columns for: issue, clause reference, buyer position, recommended seller position, and questions for the client.

Keep it concise and client-ready.”

Quick quality check (recommended)

  • Spot-check a few high-impact clauses manually.

  • Make sure the ‘recommended position’ matches your strategy.

  • Add a short client question whenever a decision is required.

Quick checklist

  • Open redline

  • Run issues list instruction

  • Verify key clauses

  • Add client questions

  • Share the table

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