Business exit planning : options, value enhancement, and transaction management for business owners / / Les Nemethy
| Business exit planning : options, value enhancement, and transaction management for business owners / / Les Nemethy |
| Autore | Nemethy Les |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2011 |
| Descrizione fisica | 1 online resource (209 p.) |
| Disciplina | 658.1/64 |
| Collana | Wiley finance series |
| Soggetto topico |
Sale of business enterprises
Business enterprises - Finance |
| ISBN |
1-283-02674-0
9786613026743 1-118-26783-4 1-118-02295-5 |
| Classificazione | BUS063000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Business Exit Planning; Contents; Preface; Acknowledgments; Disclaimer; Foreword; Introduction: The Challenge of Exiting Your Business; THREE OVERARCHING THEMES; A FEW WORDS OF ADVICE; PART One: Business Exit Planning; CHAPTER 1: An Introduction to Business Exit Planning; CHAPTER 2: Begin with the Endgame in Sight; CHAPTER 3: Exit Options; CHAPTER 4: Building Your Team to Assist Your Exit; CHAPTER 5: Building a Business with Sustainable Value; CHAPTER 6: Business Plan and Valuation; CHAPTER 7: Tax Planning, Estate Planning and Insurance; CHAPTER 8: Finalizing Your Exit Strategy
PART Two: Managing the TransactionCHAPTER 9: The Transaction Process; CHAPTER 10: Negotiating a Transaction; CHAPTER 11: Cross - border Transactions; Conclusion The Only Question with Wealth Is, What Do You Do with It?; Notes; Glossary; References; About the Author; Index |
| Record Nr. | UNINA-9910139643803321 |
Nemethy Les
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| Hoboken, N.J., : John Wiley & Sons, c2011 | ||
| Lo trovi qui: Univ. Federico II | ||
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Corporate divestitures [[electronic resource] ] : a mergers and acquisitions best practices guide / / William J. Gole, Paul J. Hilger
| Corporate divestitures [[electronic resource] ] : a mergers and acquisitions best practices guide / / William J. Gole, Paul J. Hilger |
| Autore | Gole William J |
| Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2008 |
| Descrizione fisica | 1 online resource (316 p.) |
| Disciplina | 658.1/64 |
| Altri autori (Persone) | HilgerPaul J. <1959-> |
| Soggetto topico |
Corporate divestiture
Consolidation and merger of corporations |
| ISBN |
1-119-20044-X
1-281-38165-9 9786611381653 0-470-29348-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CORPORATE DIVESTITURES: A MERGER AND ACQUISITIONS BEST PRACTICES GUIDE; CONTENTS; PREFACE; WHY THE BOOK WAS WRITTEN; HOW THE GUIDE IS ORGANIZED; ACKNOWLEDGMENTS; Chapter 1: INTRODUCTION; 1.1 OVERVIEW; 1.2 CHARACTERISTICS OF CORPORATE DIVESTITURES; 1.3 TRANSACTION MODEL; 1.4 STAFFING MODEL; 1.5 ENABLING PRINCIPLES; 1.6 HOW THIS GUIDE CAN HELP; KEY POINTS; Appendix 1A: DIVESTITURE ACTIVITY BY STANDARD INDUSTRIAL CLASSIFICIATION: 2002 TO 2006; Appendix 1B: AGGRESSIVE DIVESTERS: 2005 AND 2006; Chapter 2: STRATEGIC ASSESSMENT; 2.1 OVERVIEW; 2.2 STRATEGIC ASSESSMENT PROCESS STEPS
2.3 ANALYZE PORTFOLIO AND CONSIDER ALTERNATIVES2.4 OPT FOR DIVESTITURE; 2.5 POSITION THE ORGANIZATION FOR THE DIVESTITURE; 2.6 NEXT STEPS; KEY POINTS; Chapter 3: DIVESTITURE PLANNING; 3.1 OVERVIEW; 3.2 PLANNING PHASE PROCESS STEPS; 3.3 APPROVAL; 3.4 ORGANIZATION PLAN; 3.5 RETENTION PLAN; 3.6 ASSEMBLING THE DIVESTITURE TEAM; 3.7 DEVELOPMENT OF THE DIVESTITURE PLAN; 3.8 DEVELOPMENT OF A COMMUNICATION PLAN; KEY POINTS; Appendix 3A: ILLUSTRATIVE DIVESTITURE TIMELINE; Appendix 3B: RETENTION PLANNING DOCUMENT; Appendix 3C: WEEKLY ACTION ITEM CONTROL; Appendix 3D: COMMUNICATION PLAN OUTLINE Appendix 3E: ISSUES AND RESOLUTION CONTROLChapter 4: PREPARING FOR THE TRANSACTION; 4.1 INTRODUCTION; 4.2 PREPARATION PHASE PROCESS STEPS; 4.3 ENGAGEMENT OF EXTERNAL RESOURCES; 4.4 VALIDATION OF THE TRANSACTION STRUCTURE; 4.5 DEVELOPMENT OF SELLING MATERIALS; 4.6 IDENTIFICATION OF POTENTIAL BUYERS; 4.7 PREPARATION OF A DATA ROOM; 4.8 OVERVIEW OF THE PHASED DISCLOSURE PROCESS; KEY POINTS; Appendix 4A: ILLUSTRATIVE DATA ROOM INFORMATION LISTING; Chapter 5: DISENTANGLEMENT; 5.1 DISENTANGLEMENT: PREPARING THE BUSINESS TO BE SEPARATED; 5.2 DISENTANGLEMENT PROCESS STEPS; 5.3 GATHERING INFORMATION 5.4 DETERMINING THE REQUIRED END STATE5.5 DEVELOPING THE DISENTANGLEMENT PLAN; 5.6 QUANTIFYING THE DISENTANGLEMENT COSTS; 5.7 EXECUTING THE DISENTANGLEMENT PLAN; KEY POINTS; Chapter 6: MANAGING THE SELLING PROCESS; 6.1 SELLING PROCESS: SHOW TIME; 6.2 SELLING PROCESS STEPS; 6.3 ANNOUNCING THE INTENTION TO SELL; 6.4 MARKETING THE BUSINESS; 6.5 DUE DILIGENCE; 6.6 BIDDING AND NEGOTIATIONS; KEY POINTS; Chapter 7: STRUCTURING THE TRANSACTION; 7.1 STRUCTURING THE DIVESTITURE TRANSACTION; 7.2 STRUCTURING PROCESS STEPS; 7.3 BRINGING IN THE REQUIRED EXPERTISE 7.4 ANALYZING ALTERNATIVE TRANSACTION STRUCTURES7.5 DRAFTING THE AGREEMENTS; 7.6 NEGOTIATING THE AGREEMENTS; 7.7 COMPLYING WITH REGULATIONS; KEY POINTS; Chapter 8: CLOSING; 8.1 CLOSING, TRANSITIONING, AND LEARNING; 8.2 CLOSING PROCESS STEPS; 8.3 CLOSING THE TRANSACTION; 8.4 MANAGING THE POSTCLOSING TRANSITION; 8.5 CONDUCTING A POSTDEAL PROCESS ASSESSMENT; 8.6 FINAL THOUGHTS; KEY POINTS; INDEX |
| Record Nr. | UNINA-9910143832203321 |
Gole William J
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||
| Hoboken, N.J., : Wiley, c2008 | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Corporate divestitures : a mergers and acquisitions best practices guide / / William J. Gole, Paul J. Hilger
| Corporate divestitures : a mergers and acquisitions best practices guide / / William J. Gole, Paul J. Hilger |
| Autore | Gole William J |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2008 |
| Descrizione fisica | 1 online resource (316 p.) |
| Disciplina | 658.1/64 |
| Altri autori (Persone) | HilgerPaul J. <1959-> |
| Soggetto topico |
Corporate divestiture
Consolidation and merger of corporations |
| ISBN |
9786611381653
9781119200444 111920044X 9781281381651 1281381659 9780470293485 0470293489 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
CORPORATE DIVESTITURES: A MERGER AND ACQUISITIONS BEST PRACTICES GUIDE; CONTENTS; PREFACE; WHY THE BOOK WAS WRITTEN; HOW THE GUIDE IS ORGANIZED; ACKNOWLEDGMENTS; Chapter 1: INTRODUCTION; 1.1 OVERVIEW; 1.2 CHARACTERISTICS OF CORPORATE DIVESTITURES; 1.3 TRANSACTION MODEL; 1.4 STAFFING MODEL; 1.5 ENABLING PRINCIPLES; 1.6 HOW THIS GUIDE CAN HELP; KEY POINTS; Appendix 1A: DIVESTITURE ACTIVITY BY STANDARD INDUSTRIAL CLASSIFICIATION: 2002 TO 2006; Appendix 1B: AGGRESSIVE DIVESTERS: 2005 AND 2006; Chapter 2: STRATEGIC ASSESSMENT; 2.1 OVERVIEW; 2.2 STRATEGIC ASSESSMENT PROCESS STEPS
2.3 ANALYZE PORTFOLIO AND CONSIDER ALTERNATIVES2.4 OPT FOR DIVESTITURE; 2.5 POSITION THE ORGANIZATION FOR THE DIVESTITURE; 2.6 NEXT STEPS; KEY POINTS; Chapter 3: DIVESTITURE PLANNING; 3.1 OVERVIEW; 3.2 PLANNING PHASE PROCESS STEPS; 3.3 APPROVAL; 3.4 ORGANIZATION PLAN; 3.5 RETENTION PLAN; 3.6 ASSEMBLING THE DIVESTITURE TEAM; 3.7 DEVELOPMENT OF THE DIVESTITURE PLAN; 3.8 DEVELOPMENT OF A COMMUNICATION PLAN; KEY POINTS; Appendix 3A: ILLUSTRATIVE DIVESTITURE TIMELINE; Appendix 3B: RETENTION PLANNING DOCUMENT; Appendix 3C: WEEKLY ACTION ITEM CONTROL; Appendix 3D: COMMUNICATION PLAN OUTLINE Appendix 3E: ISSUES AND RESOLUTION CONTROLChapter 4: PREPARING FOR THE TRANSACTION; 4.1 INTRODUCTION; 4.2 PREPARATION PHASE PROCESS STEPS; 4.3 ENGAGEMENT OF EXTERNAL RESOURCES; 4.4 VALIDATION OF THE TRANSACTION STRUCTURE; 4.5 DEVELOPMENT OF SELLING MATERIALS; 4.6 IDENTIFICATION OF POTENTIAL BUYERS; 4.7 PREPARATION OF A DATA ROOM; 4.8 OVERVIEW OF THE PHASED DISCLOSURE PROCESS; KEY POINTS; Appendix 4A: ILLUSTRATIVE DATA ROOM INFORMATION LISTING; Chapter 5: DISENTANGLEMENT; 5.1 DISENTANGLEMENT: PREPARING THE BUSINESS TO BE SEPARATED; 5.2 DISENTANGLEMENT PROCESS STEPS; 5.3 GATHERING INFORMATION 5.4 DETERMINING THE REQUIRED END STATE5.5 DEVELOPING THE DISENTANGLEMENT PLAN; 5.6 QUANTIFYING THE DISENTANGLEMENT COSTS; 5.7 EXECUTING THE DISENTANGLEMENT PLAN; KEY POINTS; Chapter 6: MANAGING THE SELLING PROCESS; 6.1 SELLING PROCESS: SHOW TIME; 6.2 SELLING PROCESS STEPS; 6.3 ANNOUNCING THE INTENTION TO SELL; 6.4 MARKETING THE BUSINESS; 6.5 DUE DILIGENCE; 6.6 BIDDING AND NEGOTIATIONS; KEY POINTS; Chapter 7: STRUCTURING THE TRANSACTION; 7.1 STRUCTURING THE DIVESTITURE TRANSACTION; 7.2 STRUCTURING PROCESS STEPS; 7.3 BRINGING IN THE REQUIRED EXPERTISE 7.4 ANALYZING ALTERNATIVE TRANSACTION STRUCTURES7.5 DRAFTING THE AGREEMENTS; 7.6 NEGOTIATING THE AGREEMENTS; 7.7 COMPLYING WITH REGULATIONS; KEY POINTS; Chapter 8: CLOSING; 8.1 CLOSING, TRANSITIONING, AND LEARNING; 8.2 CLOSING PROCESS STEPS; 8.3 CLOSING THE TRANSACTION; 8.4 MANAGING THE POSTCLOSING TRANSITION; 8.5 CONDUCTING A POSTDEAL PROCESS ASSESSMENT; 8.6 FINAL THOUGHTS; KEY POINTS; INDEX |
| Record Nr. | UNINA-9910816636103321 |
Gole William J
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||
| Hoboken, N.J., : Wiley, c2008 | ||
| Lo trovi qui: Univ. Federico II | ||
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Reverse mergers [[electronic resource] ] : and other alternatives to traditional IPOs / / David N. Feldman ; with contributions by Steven Dresner
| Reverse mergers [[electronic resource] ] : and other alternatives to traditional IPOs / / David N. Feldman ; with contributions by Steven Dresner |
| Autore | Feldman David N. <1960-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2009 |
| Descrizione fisica | 1 online resource (305 p.) |
| Disciplina |
658.1/64
658.164 |
| Altri autori (Persone) | DresnerSteven <1970-> |
| Collana | Bloomberg Financial |
| Soggetto topico |
Going public (Securities)
Going public (Securities) - Law and legislation - United States Corporations - United States - Finance |
| Soggetto genere / forma | Electronic books. |
| ISBN |
0-470-88549-1
1-119-20453-4 1-282-68974-6 9786612689741 0-470-88348-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Why go public? -- IPOs versus reverse mergers -- Shells and deal structures -- Introduction to rule 419 -- China : land of the panda, the Great Wall, and reverse mergers -- Financing -- Winning market support -- Shady tactics -- Deal mechanics -- Due diligence -- The regulatory regime -- Self-filings and other IPO alternatives -- Special purpose acquisition companies (SPACs) -- Form 10 shells -- The experts speak (again) : a look ahead. |
| Record Nr. | UNINA-9910139217803321 |
Feldman David N. <1960->
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||
| New York, : Bloomberg Press, 2009 | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Reverse mergers [[electronic resource] ] : and other alternatives to traditional IPOs / / David N. Feldman ; with contributions by Steven Dresner
| Reverse mergers [[electronic resource] ] : and other alternatives to traditional IPOs / / David N. Feldman ; with contributions by Steven Dresner |
| Autore | Feldman David N. <1960-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2009 |
| Descrizione fisica | 1 online resource (305 p.) |
| Disciplina |
658.1/64
658.164 |
| Altri autori (Persone) | DresnerSteven <1970-> |
| Collana | Bloomberg Financial |
| Soggetto topico |
Going public (Securities)
Going public (Securities) - Law and legislation - United States Corporations - United States - Finance |
| ISBN |
0-470-88549-1
1-119-20453-4 1-282-68974-6 9786612689741 0-470-88348-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Why go public? -- IPOs versus reverse mergers -- Shells and deal structures -- Introduction to rule 419 -- China : land of the panda, the Great Wall, and reverse mergers -- Financing -- Winning market support -- Shady tactics -- Deal mechanics -- Due diligence -- The regulatory regime -- Self-filings and other IPO alternatives -- Special purpose acquisition companies (SPACs) -- Form 10 shells -- The experts speak (again) : a look ahead. |
| Record Nr. | UNINA-9910829971703321 |
Feldman David N. <1960->
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||
| New York, : Bloomberg Press, 2009 | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Reverse mergers : and other alternatives to traditional IPOs / / David N. Feldman ; with contributions by Steven Dresner
| Reverse mergers : and other alternatives to traditional IPOs / / David N. Feldman ; with contributions by Steven Dresner |
| Autore | Feldman David N. <1960-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2009 |
| Descrizione fisica | 1 online resource (305 p.) |
| Disciplina | 658.1/64 |
| Altri autori (Persone) | DresnerSteven <1970-> |
| Collana | Bloomberg Financial |
| Soggetto topico |
Going public (Securities)
Going public (Securities) - Law and legislation - United States Corporations - United States - Finance |
| ISBN |
9786612689741
9780470885499 0470885491 9781119204534 1119204534 9781282689749 1282689746 9780470883488 0470883480 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Why go public? -- IPOs versus reverse mergers -- Shells and deal structures -- Introduction to rule 419 -- China : land of the panda, the Great Wall, and reverse mergers -- Financing -- Winning market support -- Shady tactics -- Deal mechanics -- Due diligence -- The regulatory regime -- Self-filings and other IPO alternatives -- Special purpose acquisition companies (SPACs) -- Form 10 shells -- The experts speak (again) : a look ahead. |
| Record Nr. | UNINA-9911018966603321 |
Feldman David N. <1960->
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||
| New York, : Bloomberg Press, 2009 | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Ripe : Harvesting the Value of Your Business
| Ripe : Harvesting the Value of Your Business |
| Autore | Douglas Deborah |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Cork, : BookBaby, 2009 |
| Descrizione fisica | 1 online resource (339 p.) |
| Disciplina | 658.1/64 |
| Soggetto topico |
Sale of business enterprises - Valuation
Business enterprises Real Estate, Housing & Land Use Business & Economics |
| ISBN | 1-59079-997-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover Page; Title Page; Copyright; DEDICATION; Preface; Acknowledgments; CONTENTS; CHAPTER 1 Coming To Ripe; Ripe; Own a Company-Not a Job; Benefit of the Niche; Building Second Tier; Safety & Compliance; Employee Solidity; Facility & Equipment Issues; Family Matters; Gathering Market Intelligence; Timing Your Move; CHAPTER 2 The Selling Process; Mechanics of the Sale; Hiring an Intermediary; Developing Information to Present to Buyers; Identifying & Investigating Buyers; First Approach to Buyers; Letter of Interest; Site Visits by Buyers; Letter of Intent-Outline of Terms; ESOP as the Buyer
Due DiligenceDefinitive Purchase Agreement; Employment Agreement; Leaseback from Shareholders; Noncompete Agreement; Post-Sale Payments & Protections; Shareholder Buy/Sell Agreement; Closing Day; CHAPTER 3 Tricks of the Trade; Why Sellers Sell; Competition; Intermediary Shield; Silence is Golden; Buyers-360 Degrees; Honesty Pays; Think Big; Exclusivity; ""Asking"" Price; The Right Resources: Intermediaries; The Right Resources: Legal Counsel; The Right Resources: CPAs; The Right Resources: Internal; Golden Parachutes for Troubled Companies; Equity Fund Buyers; International Buy/Sell Process TimingChoosing the ""Best"" Buyer; CHAPTER 4 Negotiating Techniques; The Value of Rapport; Playing Hard to Get; Mirroring; Strategic Anger; Listening; Playback; Avoid the Tells; Meeting in the Middle; Good Cop/Bad Cop; The Bluff; CHAPTER 5 Conclusion; Appendices; I Glossary of Middle Market Merger & Acquisition Terms; II Sample Nondisclosure Agreement; III Seller Information Checklist; IV Buyer Sourcing Checklist; V Definitive Agreement Checklist; VI Sample Stock Purchase Agreement; VII Employment Agreement Checklist; VIII Shareholder Agreement Checklist IX Value Enhancement ChecklistIndex |
| Altri titoli varianti | Ripe |
| Record Nr. | UNINA-9910159427303321 |
Douglas Deborah
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| Cork, : BookBaby, 2009 | ||
| Lo trovi qui: Univ. Federico II | ||
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Sell your business your way : getting out, getting rich, and getting on with your life / / Rick Rickertsen with Robert Gunther [[electronic resource]]
| Sell your business your way : getting out, getting rich, and getting on with your life / / Rick Rickertsen with Robert Gunther [[electronic resource]] |
| Autore | Rickertsen Rick |
| Pubbl/distr/stampa | New York, : American Management Association, c2006 |
| Descrizione fisica | 1 online resource (xvi, 302 p. ) : ill. ; |
| Disciplina | 658.1/64 |
| Altri autori (Persone) | GuntherRobert E. <1960-> |
| Soggetto topico |
Sale of business enterprises
Business & Economics Real Estate, Housing & Land Use |
| Soggetto genere / forma | Electronic books |
| ISBN |
1-281-12662-4
9786611126629 0-8144-3005-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | A moment of truth -- What do you want? -- First, get your house in order -- Take care of your other children -- Build your dream team (but remember, it's your dream) -- Valuation -- Bring in the right buyer -- Nail down the deal -- Make the most of your money -- And now, for your next act. |
| Record Nr. | UNINA-9910679449003321 |
Rickertsen Rick
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| New York, : American Management Association, c2006 | ||
| Lo trovi qui: Univ. Federico II | ||
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Selling Your Business with Confidence : A Practical Playbook for Mid-Market Owners
| Selling Your Business with Confidence : A Practical Playbook for Mid-Market Owners |
| Autore | McCombie David W., III |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Newark : , : John Wiley & Sons, Incorporated, , 2024 |
| Descrizione fisica | 1 online resource (272 pages) |
| Disciplina | 658.1/64 |
| ISBN |
1-394-21400-6
1-394-21401-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover -- Title Page -- Copyright Page -- Contents -- Introduction -- Chapter 1 The Art and Science of Selling a Company -- Congratulations -- I'm Here to Help -- Let's Level the Playing Field -- The Old "Dating Game" -- Before we Start -- Chapter 2 What's My Business Worth? -- Just Give Me the Bottom Line -- Multiples Framework -- Three Factors Driving Multiples -- Growth -- Risk -- Supply-Demand Factors -- Top 3 Takeaways -- Chapter 3 What Are We Bultiplying By? -- Buyers Buy the Future -- Nonbusiness or Personal Expenses -- Nonrecurring or Extraordinary Expenses -- Accounting Adjustments -- Pro Forma Adjustments -- Addbacks are a Two-Way Street -- Top 3 Takeaways -- Chapter 4 Picking the Right Time to sell -- Timing is your Edge -- Company Trajectory -- Industry Environment -- Market and Macroeconomic Environment -- Personal Factors -- Avoid Forced Sales at All Costs -- Top 3 Takeaways -- Chapter 5 No Learning on the Job -- Penny-Wise, Pound-Foolish, do it Yourself -- The Value of Expertise -- What an Investment Banker Does -- Get the Company Ready for Sale -- Manage the Transaction Process -- Frame the Opportunity -- Craft and Execute a Tailored Process to Maximize Competitive Intensity -- Identify and Reach Out to Prospective Buyers -- Serve As a Buffer Between You and Potential Buyers -- Negotiate the Best Terms -- Hold Your Hand -- Support Attorneys with Drafting the Sale Documents -- Factors to Consider when Selecting your Banker -- Take Time to Understand the Prospective Investment Bankers' Track Records -- Only Consider Firms That Specialize in Your Company's Size Range -- Who Will Be Working on My Deal? -- How Many Deals Do You Typically Take On, and How Much Time Can You Devote to My Transaction? -- Ask Them to Walk You Through Their Proposed Marketing Strategy.
Inquire about How Much Support Owners Get in Compiling and Organizing Materials for Prospective Buyers -- Discuss the Similar Deals That They Have Completed over the Past Few Years -- Decide between Industry Specialists vs. Generalists -- The Trust Checklist -- Expected Fees -- Engagement Letter Overview and Norms -- Top 3 Takeaways -- Chapter 6 M& -- A Is a Team Sport -- The M& -- A Attorney -- Other Deal Team Roles -- Tax Specialist -- The Accountant -- Expected Fees -- Top 3 Takeaways -- Chapter 7 Who's Going to Buy My Business? -- Strategic Buyers -- Playbook -- Private Equity Funds -- Playbook -- Independent Sponsors -- Search Funds -- Family Offices (Ultra-High-Net-Worth Individuals) -- Playbook -- Management Buyout -- ESOP -- Top 3 Takeaways -- Chapter 8 The Siren Call of the Unsolicited Offer -- Interested Prospects aren't Necessarily Serious -- Risk of Testing the Waters -- How to Handle the Calls -- Top 3 Takeaways -- Chapter 9 What Does a Buyer Want? -- Feasting on Bids or Starving for Attention -- What Creates Value for Buyers -- Typical Buyer Team -- Buyer Review Process -- Common Buyer Deal Tactics -- Top 3 Takeaways -- Chapter 10 Choosing the Right Transaction Type -- Total Exit -- Control Buyout -- Governance -- Minority Growth Partner -- Governance -- Debt Recapitalization -- Top 3 Takeaways -- Chapter 11 Bad News -- Existential Risks -- Other Common Value Detractors -- Top 3 Takeaways -- Chapter 12 Reverse Engineering Your Business -- Using Private Equity as a Role Model -- Sale Readiness: Short-Term Time Horizon -- Luxury of Time: Mid- to Long-Term Time Horizon -- Top 3 Takeaways -- Chapter 13 The Art of Selling -- Pacing is Important -- Handle Obvious Objections Early -- Forward Progress -- Back to Dating -- Taking a Buyer's Perspective -- Top 3 Takeaways -- Chapter 14 Negotiating Strategy. Every Interaction is a Negotiation -- Don't Forget the Human Element -- Managing Relations with the Counterparty -- Preparation is Half the Battle -- Leverage -- The Dangers of Bluffing -- Striking a Balance -- You Make the Call -- No-Regret Moves -- Top 3 Takeaways -- Chapter 15 Overcoming Inertia -- Building Momentum -- Minimizing Friction -- Speeding up by Slowing Down -- Make it Easy for them to Say Yes -- Minimize Miscommunications -- Top 3 Takeaways -- Chapter 16 Documents and Deal Process -- Teaser -- Nondisclosure Agreement (NDA) -- Confidential Information Memorandum (CIM) -- How the Process Unfolds -- Preparation -- Engaging Buyers -- Execution and Closing -- Top 3 Takeaways -- Chapter 17 Tailoring the Process -- How Wide should you Go? -- Weighing the Variables -- Selecting the Right Buyers to Approach -- Identifying Relevant Buyers -- Prioritize and Focus -- Contacting the Right Individuals -- Luxury of Being Intentional -- Top 3 Takeaways -- Chapter 18 Keeping the Secret -- Preventing Leaks -- Considerations for Interested Strategic Buyers -- Handling Leaks -- Telling Employees -- Aligning Incentives with Critical Team Members -- Top 3 Takeaways -- Chapter 19 It's a Process -- Navigating the NDA -- Initial Conversations -- How to Field Questions Regarding your Motivation to Sell -- Deflecting Questions about your Asking Price -- Managing Follow-Up Requests -- Handling Rejection -- Top 3 Takeaways -- Chapter 20 Seeing Where You Stand -- Selecting who to Invite -- Management Meetings -- Get into the Right Frame of Mind -- Own Your Story -- Site Visits -- Adhering to the Process -- Top 3 Takeaways -- Chapter 21 Purchase Price and Terms -- Enterprise Value -- Different Forms of payment -- Earnouts -- Seller Financing -- Rollover Equity -- What You're Signing Up for -- Publicly Traded Acquirers -- Making an Informed Decision. Normalizing and Comparing Offers -- Top 3 Takeaways -- Chapter 22 Negotiating and Signing the Letter of Intent -- The Leverage Shifts with the Stroke of a Pen -- Key Elements of an LOI -- Exclusivity -- Structure (Stock vs. Asset Purchase) -- Valuation -- Form of Payment -- Treatment of Working Capital -- Handling Real Estate and Other Noncore Assets -- Key Assumptions -- Intentions For management -- Process -- Forcing Clarity -- Likelihood of Closing -- Making a Fully Informed Decision -- Making the Final Call -- Keep Losing Bidders Warm -- Top 3 Takeaways -- Chapter 23 Playing Defense -- Prepare Yourself Emotionally and Psychologically -- Confirmatory Due Diligence -- Get Ready for your Financial and Legal Closeup -- Third-Party Advisors Jump in the Mix -- Timeline Matters -- Fend off Retrading -- Navigate Misunderstandings -- Resolve Any Ownership Issues Early -- Top 3 Takeaways -- Chapter 24 Legal Documentation and Critical Elements -- Purchase Agreement -- Reps, Warranties, and Indemnification -- Indemnification - Paying for Breaches -- Escrows -- Simultaneous vs. Deferred Closing -- Getting the Calculations Right -- How the Process Unfolds -- Managing your Mindset and Stamina -- You are the Ultimate Decision-Maker -- Top 3 Takeaways -- Chapter 25 Closing Craziness -- Post-Closing Transitions -- Breaking the News to Employees -- Notifying Major Customers and Suppliers -- Release of Escrows -- Top 3 Takeaways -- Chapter 26 Managing Your Emotions and Psychology -- Self-Sabotage is Real -- Prepare for Life Post-Transaction -- Expect Changes -- Arrival Paradox -- Finding a New Identity -- Searching for Meaning -- Lack of Structure -- Next Task - Your Personal Transformation -- Dealing with Regret -- Develop a Game Plan -- Managing Your New Wealth -- Find the Right Advisors -- Becoming an Investor? Tread Cautiously -- Top 3 Takeaways -- Postscript. Acknowledgments -- About the Author -- Glossary -- Bibliography -- Index -- EULA. |
| Record Nr. | UNINA-9910898095703321 |
McCombie David W., III
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| Newark : , : John Wiley & Sons, Incorporated, , 2024 | ||
| Lo trovi qui: Univ. Federico II | ||
| ||