transitioning your company to and through a sale or merger
Download
Skip this Video
Download Presentation
Transitioning Your Company “To” and “Through” a Sale or Merger

Loading in 2 Seconds...

play fullscreen
1 / 9

Transitioning Your Company “To” and “Through” a Sale or Merger - PowerPoint PPT Presentation


  • 92 Views
  • Uploaded on

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

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Transitioning Your Company “To” and “Through” a Sale or Merger' - chi


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
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
slide9

PARTIAL DOCUMENT – THE REMAINDER IS

VIEWABLE BY THE MEMBERS ONLY

ad