A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
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A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
Exploring Some of the Non-financial Consideration of an M&A Transaction
Strategic Planning for Business Owners
22 minutes 1 second
2 years ago
Exploring Some of the Non-financial Consideration of an M&A Transaction
In this episode Steven Young, UBS Wealth Management and Sr. Vice President, discusses non-financial considerations that can affect M&A transition outcomes. Moreover, how both parties (sellers and buyers) can feel like the conclusion is mutually beneficial. Steve speaks with David Barrett, Executive Partner at Faegre Drinker Biddle & Reath, LLP. They discuss hang-ups and how to avoid the biggest obstacle – the element of surprise. As well as, how important it is to be clear on expectations. They speak to the Do’s and Don’ts, what to look for, and pitfalls for a deal from the letter of intent, purchase agreements, and life after the sale. They also stress how the structure of a transaction can affect how smoothly the sales goes which can include things like how sellers can protect their employees. Having an experienced team around you to help is essential. Their advice… be organized and be ready.
Strategic Planning for Business Owners
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
