Entrepreneurs come in all shapes and sizes. Some are what we might refer to as those of a “serial” nature. They’re ready to sell at the drop of a hat. If the business hits a great sales peak and the cash-out can give them more flexibility to move on to other opportunities, they’re ready to jump ship at a moment’s notice. Others are much more methodical in their approach. They’d like to have the ability to build a legacy for other managers and their family in the business they’ve created. The process of selling a company can be very different depending on what type of entrepreneur you represent. For some, exiting is not the main goal, but performing strategic acquisitions or mergers for growth aligns much more holistically with the company’s overall strategy.
Regardless of what type of entrepreneur you are, knowing the ins and outs of business planning for M&A is absolutely necessary. If you’re looking to acquire other entities, knowing how to plan for and execute on a superb merger strategy is necessary for doing deals that align with your company goals. On the other hand, if an owner is looking to exit the business, there are a number of highly-necessary steps that should be taken to ensure the process is properly planned and that the acquisition results in the highest possible payout to the business owner.
In this section we will be discussing some of the key aspects of business planning for mergers & acquisitions and how it relates to the business owner, his family and the succeeding generation of managers to ensure the business remains successful long after the founders are gone.
Planning your business exit or company merger strategy requires project managers with a focus on planning expertise that is as detailed as the business financials. We work with business owners to craft the best Confidential Marketing Memorandum to ensure your business puts on its best face before being pitched to investors and potential acquirers.