This is a fast-paced, comprehensive class for participants who want to master the processes of either raising equity capital to grow, or selling ownership in their company. Surprisingly, the preparation processes are almost identical. This is an interactive and engaging half-day class. It teaches proven best practices that help sellers achieve the highest ROI on their transaction. Participants will learn:
- The 8 most important areas to strengthen in one’s company prior to the transaction
- Attributes among one’s leadership and teams that are most attractive to investors
- Which attributes most often hinder a deal from closing despite rising revenues and profitability
- The most common discounts placed on one’s purchase price when negotiating the valuation
- The best timing to launch the transaction
- Ways sophisticated investors/buyers gain leverage over the seller in negotiations
- The greatest challenges once the seller is exclusive with an investor/buyer
- The top reasons why companies are not ready for a transaction
Agenda
- 8:00am – 8:30am: The Pathway to Regret: Lessons Learned from Owners Who Have Gone Through Transactions
- 8:30am – 10:15am: The Eight Most Important Areas to Strengthen in a Company Prior to Transaction
- 10:15am – 10:25am: Break
- 10:25am – 11:15am: The Eight Most Important Areas to Strengthen in a Company (Continued)
- 11:15am – 11:30am: Investors and their Investments
- 11:30am – 11:45am: Top Reasons Why Companies are not Ready for a Transaction
- 11:45am – 12:00pm: Behind the Curtain: Tricks to the Trade!