Deal scenario
What you want to get: money, a stake, an exit timeline, the team's future. Which terms are unacceptable to you.
A sale, a merger, or bringing in a partner or investor. We prepare the scenario and materials, coordinate appraisers and lawyers, support you in negotiations and plan the handover of management.
Sound familiar?There's already a buyer or partner, and negotiations are starting, The buyer is pushing the price down, and you have no counterarguments, It's unclear how management will be handed over after the deal
Deals and Business Exit
What you want to get: money, a stake, an exit timeline, the team's future. Which terms are unacceptable to you.
A description of the business, reporting and answers to expected questions.
Partner appraisers and lawyers, the buyer's due diligence, the deal schedule.
Support in negotiations and a plan for handing over management after closing.
An owner may sell a business once in a lifetime, while a buyer often does it regularly. They have experience; you have emotions. Deals are lost on the details, not on the price: payment terms, warranties, handover timelines and what happens to the team.
A deal scenario with priorities and limits.
Materials for the buyer.
Coordination of everyone involved in the deal.
A management handover plan.
The cost of waiting
The terms of the deal will be set by the buyer's experience.
Important details such as warranties, payment terms and timelines will go unattended.
The management handover will be chaotic and hurt the value.
whether the priorities named at the start were achieved.
whether the deal stayed on schedule.
whether it went according to plan.
If there's no buyer yet, we discuss options for finding one at the first meeting. Our main job is to prepare the business and carry out the deal so you don't concede where it could have been avoided.
Partner lawyers. We coordinate the process and make sure the legal terms match your scenario.
Yes. Preparation and negotiations work in a similar way, but the management terms after the deal matter more.
Services: Preparing a Business for Sale · Financial Model · Owner Advisory Cases: Yahoo
Readiness to scale: 24 checks
Scale doesn't create a system. It tests the one you have. This checklist shows what will break first.