How does a Business get Sold? Introduction to the M&A Sale

The presenter, with over a decade of experience in private business investment banking, will provide an overview of the M&A sale process, focusing on management and selling owners' roles, key milestones, and potential pitfalls, comparing business sale options.
Id: 7004
Recorded
Session
$159.00
Single Attendee
$359.00
Group Attendees

Overview:

The presenter, drawing on over a decade of experience in private business investment banking, will provide an overview of the M&A sale process. This presentation will focus on the role of management and selling owners throughout the sale process. The goal is to provide a clear understanding of the M&A sale process including key milestones and potential pitfalls along the way. 

This webinar will compare business sale options available for today’s private business owners with an emphasis on the sale process in an investment banker-led M&A auction process, which is a common way to sell a middle-market business

Why you should Attend:

The question of, “Who should own the business after me?” is on the mind of a lot of business owners nearing retirement and considering a sale. Gaining an understanding of the process involved in selling the business to various potential buyers should be a key consideration, but most sellers start that process without that very understanding. 

This webinar will compare business sale options available for today’s private business owners with an emphasis on the sale process in an investment banker-led M&A auction process, which is the most common way to sell a business. This overview will discuss key process milestones. 

The webinar will also compare process differences between this and other selling options.

Areas Covered in the Session:

  • Identify the characteristics of businesses that should consider an M&A sale process.
  • Understand how long a typical M&A transaction takes to execute and the key individuals involved. 
  • Key steps to take in preparation to a sale (2+years out)
  • Key steps to take in preparation for a sale (1-year out)
  • Discussion of common pitfalls to avoid in the M&A sale process. 
  • Identify options available to selling business owners outside of the M&A sale process. 
  • Understand post-transaction changes under different future ownership scenarios.

Who Will Benefit:

  • Business Owner 
  • President 
  • Chief Executive Officer 
  • Chief Financial Officer 
  • Partner 
  • Controller 
  • CPA

Speaker Profile

Bill Dunn is the Managing Director of Perpetuate Capital, where he helps business owners expand their impact through growth capital and transition financing within an ESOP structure.

Mr. Dunn previously worked in ESOP transaction advisory as a Senior Associate at Prairie Capital Advisors. He also has a background in private equity as an Associate with Resource Land Holdings. Mr. Dunn began his career in M&A advisory as an Analyst at Lazard and holds a bachelor’s degree in finance from the University of Iowa.

With Prairie Capital Advisors, a leading ESOP advisory firm, he worked on the 2023 Atlas awards winning ESOP deal of the year, Dental Designs. Mr. Dunn’s M&A experience includes advisory engagements with 3M, Levine Leichtman Capital Partners, and Heintz.