A Masterclass Guide to Selling Your Mid-Sized Business
Selling your business will likely be the biggest transaction of your life. Don't leave it to chance. This masterclass will be your guide through the process to ensure success.
10 masterclasses taught by four internationally recognized investment bankers from Canada, US and UK.
John Carvalho
Bill Snow
Michael Carter
Simon Davies
"How can I successfully sell my mid-sized business?"
Professional on the M&A Advisory Team
FREE PREVIEWThe Selection Process for an Investment Banker and M&A Lawyer
FREE PREVIEWTop Skills in an M&A Advisor or Investment Bankers
FREE PREVIEWBoutique vs. Regional vs. International M&A Firms
FREE PREVIEWIndustry Expertise vs. Dealmaking Expertise With M&A Advisors
FREE PREVIEWLocal vs. Remote M&A Advisors
M&A Fees and Engagement Letter Matters
M&A Advisory Fee Guide
A survey from business owners on the value of middle market investment bankers.
FREE PREVIEWThe Ultimate Guide to Selecting an Investment Banker
FREE PREVIEWStrategic Transaction Options
Overview of Phases of Sell Side Process
Establishing Valuation Expectations
Difference Between Strategic vs. Financial Buyers
Negotiated vs. Targeted vs. Broad Sale Process
Vendor Due Diligence
Methods Uses to Determine Value
Price vs. Terms
Methods to Bridging Valuation Gaps
Determining Normalized Working Capital
Synergies and Impact on Valuation
Market Timing and Impact on Valuations
Creation of the Prospective Buyer List
Maintaining Confidentiality During the Marketing Phase
Initial Outreach to Prospective Buyers
Confidential Information Memorandum
Financial Forecasts and Financial Models
Normalizing Adjustments to Earnings
Purpose of the Letter of Intent
Top Areas to be Addressed in the LOI
Comparing Multiple Offers
Overview of Competitive Auction Process
Specific Stages of the Competitive Auction Process
Select Prospective Buyers that Move Through the Process
Granting Exclusivity and Maintain Competitive Tensions
Managing a Transaction with Only One or Few Bidders
Managing an Unsolicited Offer
Coordinating Negotiations Throughout the Sale Process
Key Business Commercial Terms to Focus on During Negotiations
Dealing with Retrading
Managing Negotiating Styles
Overview of the Due Diligence Process
Quality of Earnings Report
Management Presentation
Involving Company Employees in Due Diligence
Performing Due Diligence on the Buyer
Overview of the Definitive Agreements
Purchase Price Adjustments
Representations and Warranties
Representations and Warranties Insurance
Non-Competition Agreement
Other Ancillary but Important M&A Agreements
Missing Financial Forecasts or Projections
Changing Economic Environment
Undisclosed Deal Issues or Deal Surprises
Timing and Speed of Closing
Implications of a Failed Deal Process
You will gain invaluable knowledge and have access to world class investment bankers, ultimately leading to an increase sales value of your business.
This Masterclass entails the entire process of pre, during and post sale education for all mid-sized business. ($10 - $150 million in overall revenue)
Included with the Masterclass, you will have the benefit of an exclusive 30 minute consultation with John Carvalho, access to a private community including all members and instructors answering personalized questions, as well as the personal emails of all four instructors.
All members will have lifetime access to this online course, as well as access to any updates, additional videos, white papers, quizzes, and resources.