Transitioning Your Transitioning Your Company Company

“To” “To” and and

“Through” “Through” a Sale or Mergera Sale or Merger

Planning For Planning For Your Payback:Your Payback:

The Marriage The Marriage ProcessProcess

The CallThe Call– From buyer, consultant, or brokerFrom buyer, consultant, or broker

The First DateThe First Date– Nothing to lose but a 2-hour lunchNothing to lose but a 2-hour lunch– Discussions about chemistry, Discussions about chemistry,

philosophy, clients, staffphilosophy, clients, staff No Mention About:No Mention About:

– Price, formulas, multiples, timingPrice, formulas, multiples, timing

The Call & First DateThe Call & First Date

Drinks and dinner vs. just lunchDrinks and dinner vs. just lunch Discussions about desires and Discussions about desires and

committed actionscommitted actions Visiting offices and meeting peopleVisiting offices and meeting people Exchange basic financial informationExchange basic financial information Term sheet - the “real” starting pointTerm sheet - the “real” starting point

– Formulas, multiples, timingFormulas, multiples, timing

The CourtshipThe Courtship

Touch and feelTouch and feel Questions about buyers financial Questions about buyers financial

information exchangedinformation exchanged Skeletons in the closetSkeletons in the closet

IntimacyIntimacy

Learning each others’ intricaciesLearning each others’ intricacies Timeliness, neatness, organizationTimeliness, neatness, organization Testing each otherTesting each other Opinions of family, friends, Opinions of family, friends,

colleaguescolleagues

Living TogetherLiving Together

Exchanging more detailed financial Exchanging more detailed financial informationinformation

Jockeying for position - Name, Jockeying for position - Name, TitlesTitles

Contracts drawn and reviewedContracts drawn and reviewed Due diligenceDue diligence Final negotiationFinal negotiation

Prenuptial AgreementPrenuptial Agreement

Attorneys, Accountants, and Attorneys, Accountants, and ConsultantsConsultants

Should I back out? (seller’s Should I back out? (seller’s remorse)remorse)

Signing the marriage licenseSigning the marriage license Exchanging vows - “Forever One”Exchanging vows - “Forever One”

The WeddingThe Wedding

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ADDITIONAL TEMPLATE PREVIEWS Click Link to Preview Document

Guides Anatomy of LOI - Ver1 Anatomy of LOI - Ver2 Asset vs. Stock Purchase Purchase Price Payment Considerations Ways to Structure the Deal - Ver1 Ways to Structure the Deal - Ver2 Ways to Structure the Deal - Ver3 Structuring Effective Earnouts Tax Implications What is a Reverse Merger?

LOI Tools and Templates Full Buyout

Asset Purchase - Ver1 Asset Purchase - Ver2 Stock For Cash Stock For Stock Stock For Cash & Stock Earnout

Partial Investments Series A Preferred Series B Preferred

Presentations Presenting the Deal - Ver1 Presenting the Deal - Ver2 (No Preview) Presenting the Deal - Ver3 Presenting the Deal - Ver4 Presenting the Deal - Ver5 Business Sale Presentation

Buying or Selling a Business Step-by-Step Procedure - Click Here To View

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