packaging a company for sale
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TRANSCRIPT
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David Shore
Please turn off cell phones and pagers.
[email protected] 484-0070
Packaging for Success
Building Value Conference 2006
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Agenda
About Stirling Mercantile
Sectors
• Mid market financings
• Early-stage VC financings
• Mergers and acquisitions
• Valuations
• Public market advisory services
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Agenda
About Stirling Mercantile
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Agenda
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Agenda
Obligatory Checklist
• Business plan (management’s plans)
• Confidential Information Memorandum (details of the company for sale)
• CIM Executive Summary
• 3 to 5 years of financials plus a one page commentary
• Due diligence folder/binder
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Agenda
Think Like A Buyer
• Strategic– Market share
• Financial– Earnings
• Entrepreneur– Lifestyle
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Agenda
Think Like A Buyer
Spend money to…
… make money, or
… save money
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Agenda
What Motivates Buyers?
R.O.I.
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Agenda
PositionValue to
Customer
Sales Unit Volume
You
Comp
Comp
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Agenda
Presentation
• A picture tells a thousand words, but…
• Don’t spend time on graphics and eye-candy
• Docs in PDF, available for download from your site
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Agenda
Keep It Concise
• Ask yourself if each paragraph helps to explain why this company has value
• Use grade 8 english
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Agenda
A Great Summary
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Agenda
Summary
• “Put it at the beginning but write it at the end”
• Start with John’s Perfect Pitch
• Summarize each section in a short paragraph
• Keep it about 2 pages – just enough to stimulate questions of interest
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Agenda
Thank you
A copy of this presentation is available at:
www.stirlingmercantile.com/speakers.htm