transitioning your company “to” and “through” a sale or merger
DESCRIPTION
Transitioning Your Company “To” and “Through” a Sale or Merger. Planning For Your Payback: The Marriage Process. The Call & First Date. The Call From buyer, consultant, or broker The First Date Nothing to lose but a 2-hour lunch Discussions about chemistry, philosophy, clients, staff - PowerPoint PPT PresentationTRANSCRIPT
Transitioning Your Transitioning Your Company Company
“To” “To” and and
“Through” “Through” a Sale or Mergera Sale or Merger
Planning For Planning For Your Payback:Your Payback:
The Marriage The Marriage ProcessProcess
The CallThe Call– From buyer, consultant, or brokerFrom buyer, consultant, or broker
The First DateThe First Date– Nothing to lose but a 2-hour lunchNothing to lose but a 2-hour lunch– Discussions about chemistry, Discussions about chemistry,
philosophy, clients, staffphilosophy, clients, staff No Mention About:No Mention About:
– Price, formulas, multiples, timingPrice, formulas, multiples, timing
The Call & First DateThe Call & First Date
Drinks and dinner vs. just lunchDrinks and dinner vs. just lunch Discussions about desires and Discussions about desires and
committed actionscommitted actions Visiting offices and meeting peopleVisiting offices and meeting people Exchange basic financial informationExchange basic financial information Term sheet - the “real” starting pointTerm sheet - the “real” starting point
– Formulas, multiples, timingFormulas, multiples, timing
The CourtshipThe Courtship
Touch and feelTouch and feel Questions about buyers financial Questions about buyers financial
information exchangedinformation exchanged Skeletons in the closetSkeletons in the closet
IntimacyIntimacy
Learning each others’ intricaciesLearning each others’ intricacies Timeliness, neatness, organizationTimeliness, neatness, organization Testing each otherTesting each other Opinions of family, friends, Opinions of family, friends,
colleaguescolleagues
Living TogetherLiving Together
Exchanging more detailed financial Exchanging more detailed financial informationinformation
Jockeying for position - Name, Jockeying for position - Name, TitlesTitles
Contracts drawn and reviewedContracts drawn and reviewed Due diligenceDue diligence Final negotiationFinal negotiation
Prenuptial AgreementPrenuptial Agreement
Attorneys, Accountants, and Attorneys, Accountants, and ConsultantsConsultants
Should I back out? (seller’s Should I back out? (seller’s remorse)remorse)
Signing the marriage licenseSigning the marriage license Exchanging vows - “Forever One”Exchanging vows - “Forever One”
The WeddingThe Wedding
THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.
ADDITIONAL TEMPLATE PREVIEWS Click Link to Preview Document
Guides Anatomy of LOI - Ver1 Anatomy of LOI - Ver2 Asset vs. Stock Purchase Purchase Price Payment Considerations Ways to Structure the Deal - Ver1 Ways to Structure the Deal - Ver2 Ways to Structure the Deal - Ver3 Structuring Effective Earnouts Tax Implications What is a Reverse Merger?
LOI Tools and Templates Full Buyout
Asset Purchase - Ver1 Asset Purchase - Ver2 Stock For Cash Stock For Stock Stock For Cash & Stock Earnout
Partial Investments Series A Preferred Series B Preferred
Presentations Presenting the Deal - Ver1 Presenting the Deal - Ver2 (No Preview) Presenting the Deal - Ver3 Presenting the Deal - Ver4 Presenting the Deal - Ver5 Business Sale Presentation
Buying or Selling a Business Step-by-Step Procedure - Click Here To View