Attract Premium Buyers with Compelling Marketing Documents

hosted by: David Mariano, Director and head

of the firm’s Buy-Side advisory practice

Attract Premium Buyers with Compelling Marketing Documents

When you decide to sell your business, you will get the best results by preparing marketing documents to communicate your business story. But what are they? What kind of information goes into them and how long will it take to prepare them?

In today’s podcast, Mark Filippell, founding partner and Managing Director of Western Reserve Partners, has returned to the studio to discuss preparing your marketing documents before you begin the selling process.

Key questions in this episode:

* Why are marketing documents so important?

* When should a business owner begin to prepare this set of documents?

* What information should a business owner put into these documents and what should be left out?

* How do you balance the truth and putting your company’s best foot forward?

* Should individual employee names be included in the documents?

* Who can help a business owner get these documents completed?

* How does the purchase agreement fit into the process?

* How long does it take to prepare each document?

Key points in this episode:

* Why you need to help the buyer understand where the value is in your business (and how to do it).

* What the most important aspect of your business story is.

* Knowing which documents to include in your marketing package

* Which sensitive information to include in the documents (at 18:07).

* The importance of getting it right the first time.

* An example of the presentation (at 22:09).

Resources mentioned in this podcast

* Click here for access to training and templates

* Mergers and Acquisitions Playbook, by Mark Filippell

Listen to Fully Invested below: