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

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

  2. Planning For Your Payback:The Marriage Process

  3. 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

  4. 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

  5. Intimacy • Touch and feel • Questions about buyers financial information exchanged • Skeletons in the closet

  6. Living Together • Learning each others’ intricacies • Timeliness, neatness, organization • Testing each other • Opinions of family, friends, colleagues

  7. Prenuptial Agreement • Exchanging more detailed financial information • Jockeying for position - Name, Titles • Contracts drawn and reviewed • Due diligence • Final negotiation

  8. Attorneys, Accountants, and Consultants Should I back out? (seller’s remorse) Signing the marriage license Exchanging vows - “Forever One” The Wedding

  9. PARTIAL DOCUMENT – THE REMAINDER IS VIEWABLE BY THE MEMBERS ONLY

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