M&A Tools
Growth & Exit Strategies
Review our presentation on the M&A Process and how it can be used as a tool to plan for your growth and exit strategies. M&A Process Presentation
Exit Readiness Checklist
What do you need to consider if you are ready to exit the business? Use our checklist to get started. Exit Readiness Checklist
Valuation
Before you begin discussions, review current valuation data for public companies and recent transactions. Private company valuations are always discounted from the median public comps, but this data is a good place to start determining a range for your valuation.
Meeting Preparation & Presentation Template
For your first meeting, use our presentation template to convey your business value to the buyer. Before you send the presentation, learn as much as you can about any buyer-specific areas of interest that match up well with your business. You will want to highlight these in your presentation to increase the buyer's interest in your company as a potential target. Contact Us to receive the presentation template for registered Sellers.
Due Diligence Checklist
What should you be prepared to share in the due diligence process? Review our due diligence checklist to see what buyers may want to see. Some buyers will have different or additional requirements but this will get you started. Due Diligence Checklist