Packaging A Company For Sale

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  • Should help all buyers understand your business and it’s value to them
  • PDF, available for download
  • Packaging A Company For Sale

    1. 1. Packaging for Success Building Value Conference 2006
    2. 2. Agenda About Stirling Mercantile Summary
    3. 3. About Stirling Mercantile <ul><li>Sectors </li></ul><ul><li>Mid market financings </li></ul><ul><li>Early-stage VC financings </li></ul><ul><li>Mergers and acquisitions </li></ul><ul><li>Valuations </li></ul><ul><li>Public market advisory services </li></ul>
    4. 4. About Stirling Mercantile
    5. 6. Obligatory Checklist <ul><li>Business plan (management’s plans) </li></ul><ul><li>Confidential Information Memorandum (details of the company for sale) </li></ul><ul><li>CIM Executive Summary </li></ul><ul><li>3 to 5 years of financials plus a one page commentary </li></ul><ul><li>Due diligence folder/binder </li></ul>
    6. 7. Think Like A Buyer <ul><li>Strategic </li></ul><ul><ul><li>Market share </li></ul></ul><ul><li>Financial </li></ul><ul><ul><li>Earnings </li></ul></ul><ul><li>Entrepreneur </li></ul><ul><ul><li>Lifestyle </li></ul></ul>
    7. 8. Think Like A Buyer <ul><li>Spend money to… </li></ul><ul><li>… make money, or </li></ul><ul><li>… save money </li></ul>
    8. 9. What Motivates Buyers? <ul><li>R.O.I. </li></ul>
    9. 10. Position Value to Customer Sales Unit Volume You Comp Comp
    10. 11. Presentation <ul><li>A picture tells a thousand words, but… </li></ul><ul><li>Don’t spend time on graphics and eye-candy </li></ul><ul><li>Docs in PDF, available for download from your site </li></ul>
    11. 12. Keep It Concise <ul><li>Ask yourself if each paragraph helps to explain why this company has value </li></ul><ul><li>Use grade 8 english </li></ul>
    12. 13. A Great Summary
    13. 14. Summary <ul><li>“ Put it at the beginning but write it at the end” </li></ul><ul><li>Start with John’s Perfect Pitch </li></ul><ul><li>Summarize each section in a short paragraph </li></ul><ul><li>Keep it about 2 pages – just enough to stimulate questions of interest </li></ul>
    14. 15. Thank you <ul><li>A copy of this presentation is available at: </li></ul><ul><li>www.stirlingmercantile.com/speakers.htm </li></ul>

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