M&A Masters

As a business owner or CEO, you’ve worked hard to build your company for years, if not decades. 

Unfortunately, says Terry Hill, managing director of public accounting and advisory firm BPM’s advisory practice, the due diligence process in an M&A deal can reveal overlooked weaknesses that can severely impact the valuation and efforts to find a buyer.

But you can still get maximum enterprise value and have a successful exit, says Terry. You just need to do the right prep work.

Tune in to discover…

• The impact of the huge amount of “dry powder overhang” in the marketplace
• Ways to spot overlooked financial weaknesses
• What you can do to make buyer’s take notice of your company
• The key to avoid getting distracted by the M&A process
• How to grab your piece of the $1 trillion+ available for M&A deals right now
• And more

When putting together an M&A deal it’s tempting to focus solely on operations and the financials.

But to ensure a smooth transition after the papers are signed… you can’t forget the people side of things and company culture, says Shari Yocum of Ernst & Young’s People Advisory Services Practice in Silicon Valley.

In fact, says Shari, your work in this key area should start when you’re structuring the deal. Otherwise, you risk losing key employees and having frustrating “political” clashes that hamper productivity and profits in the newly merged company.

Listen in to find out…

• How to combat fear of change and the unknown among employees
• The key thing you can do to drive retention
• Why you should off-board as well as you onboard team members
• The importance of taking “emotion” out of M&A
• Who should lead your employees through a merger
• And more...

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He’s seen a lot of deals in his 25 years as an investment banker, but these days Patrick Crocker, founder and managing director of MHT Partners, specializes in helping owners and entrepreneurs sell their businesses.

Let’s face it, you’re an expert in your industry. But what do you know about mergers and acquisitions? Hiring an advisor let’s you focus on keeping the business healthy, while the advisor repairs problem areas and finds qualified potential buyers.

Yes, it’s an investment. But Patrick will show you why your advisor can deliver excess value 10X what their fee was when you sell your company.

He’ll also reveal…

• How to create leverage in negotiations
• The importance of doing your own due diligence
• The 3 phases of a smooth M&A deal
• Ways to increase “quality of life” when you sell your business
• The importance of “staging” your business for buyers
• And more

Listen now...

One of the newest – and most effective tools – being used in mergers and acquisition deals today is Representations and Warranty insurance. With this coverage, if there is a breach, the insurance company will pay the loss. The buyer has certainty of collection. But do insurance companies actually pay claims? In the experience of my guest Joe Finnerty, a litigation partner with law firm DLA Piper in New York City, insurance companies are happy to pay. You, as the buyer, just need to help them out a bit. Find out…

• Why you should be an “open book” with your insurer
• How to get your claim paid faster, with the maximum amount
• What data to send to your insurer first
• The “education” you need to give your insurer for them to pay a claim
• Ways a broker is an essential part of your claim

Listen now…