Transitioning Your Company “To” and “Through” a Sale or Merger

Planning For Your Payback: The Marriage Process

The Call & First Date

 The Call – From buyer, consultant, or broker   The First Date – – Nothing to lose but a 2-hour lunch Discussions about chemistry, philosophy, clients, staff No Mention About: – Price, formulas, multiples, timing

The Courtship

     Drinks and dinner vs. just lunch Discussions about desires and committed actions Visiting offices and meeting people Exchange basic financial information Term sheet - the “real” starting point – Formulas, multiples, timing

Intimacy

   Touch and feel Questions about buyers financial information exchanged Skeletons in the closet

Living Together

    Learning each others’ intricacies Timeliness, neatness, organization Testing each other Opinions of family, friends, colleagues

Prenuptial Agreement

     Exchanging more detailed financial information Jockeying for position - Name, Titles Contracts drawn and reviewed Due diligence Final negotiation

The Wedding

    Attorneys, Accountants, and Consultants Should I back out? (seller’s remorse) Signing the marriage license Exchanging vows - “Forever One”

THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.

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HOW TO CRUSH IT – DELIVER A+ WORK

Download the full unrestricted template(s) from the members area a. Use more than one template alternative to cover all the angles b. Cut and paste from each to produce one unique to your situation Determine the thought areas that are critical for delivering excellence For the “excellence areas” do a competitive benchmarking assessment by using the market research and market intelligence tools a. State of the industry – current status and trends b. State of the competition c. State of your company – existing, new, and those in related markets – get honest internal and external views From analysis of the data in #3, develop alternative options a. Out of the box thinking – use the creativity tools to generate unique ideas b. Test them and get input and feedback – use the collaboration tools to add value from others with different perspectives c. Narrow down to the best option for the Complete the template using the best “excellence areas” “narrowed” down option Develop eye catching reports that communicate your results very well and cause reviewers to be awed by its quality a. Use the designer power point graphics b. Use the designer excel charts Ask for help at any point in the process – contact us online or offline.

Present your report and receive praise for its comprehensiveness and creativity. You are now viewed as different from the pack.

Get bigger rewards, be in demand, and field better opportunities. Use the personal growth tools the edge.

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