Transitioning your company to and through a sale or merger
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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

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Presentation Transcript
Transitioning your company to and through a sale or merger

Transitioning Your Company “To” and “Through” a Sale or Merger


Planning for your payback the marriage process
Planning For Your Payback:The Marriage Process


The call first date
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

  • No Mention About:

    • Price, formulas, multiples, timing


The courtship
The Courtship

  • Drinks and dinner vs. just lunch

  • Discussions about desires and committed actions

  • Visiting offices and meeting people

  • Exchange basic financial information

  • Term sheet - the “real” starting point

    • Formulas, multiples, timing


Intimacy
Intimacy

  • Touch and feel

  • Questions about buyers financial information exchanged

  • Skeletons in the closet


Living together
Living Together

  • Learning each others’ intricacies

  • Timeliness, neatness, organization

  • Testing each other

  • Opinions of family, friends, colleagues


Prenuptial agreement
Prenuptial Agreement

  • Exchanging more detailed financial information

  • Jockeying for position - Name, Titles

  • Contracts drawn and reviewed

  • Due diligence

  • Final negotiation


The wedding

Attorneys, Accountants, and Consultants

Should I back out? (seller’s remorse)

Signing the marriage license

Exchanging vows - “Forever One”

The Wedding


PARTIAL DOCUMENT – THE REMAINDER IS

VIEWABLE BY THE MEMBERS ONLY


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