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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail.

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How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

Standard marketing steps include developing a compelling pitch book or confidential information memorandum that highlights your businesss strengths, qualifying potential buyers to ensure theyre serious and sufficiently capitalized and handling all inquiries and negotiations discreetly.

Business 105
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High-Performance Collision Shops, Leadership, Lessons & Efficiency with Steve Trapp

Focus Investment Banking

Something in our pre show call we talked about was the importance of managing by data and structure rather than building your operation and managing your operation on gut feel. And so management walking around also involves building relationships with those techs and saying, hey, what could we be doing better to help you do better?

M&A 52
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Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses

How2Exit

b' E214: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses - Watch Here rn rn About the Guest(s): rn David Barnett is a seasoned entrepreneur, consultant, author, and educator in the field of buying, selling, and financing small and medium-sized businesses.

Business 130
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Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy

How2Exit

b' E206: Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy - Watch Here rn rn About the Guest(s): rn Walker Deibel is an influential figure in the field of mergers and acquisitions, renowned for his bestselling book "Buy Then Build."

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Delving Deeper into the Patterns of Tech Due Diligence

Beyond M&A

Teams seem caught up in an endless cycle of tasks with little insight into the potential return on their tech investments. Scale & Resilience: Single points of failure don’t raise many eyebrows until a potential investor identifies them as risks that could jeopardise their investment. Why do these observations keep appearing?

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Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig

How2Exit

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process.