Buying, Selling or Not So Sure? Transaction Service Basics for Business Owners

MMA is partnering with the closely held business experts at Clayton & McKervey to offer a four-part series that will speak to manufacturing business owners who may be considering a transaction or those already in the process. Hear from leaders of the firm’s Manufacturing & Distribution, Transaction Services, and Private Client Services teams.

Part 1: Your Business Isn’t for Sale, But… Preparing Even When You’re Not Ready

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Even if you’re not ready to sell now, it’s never too early to start planning for an inevitable transition. From financial statements to estate planning considerations, there’s a check list of best practices to embrace if you are within five years of retirement or selling.  Learn how buyers assess value and what’s needed to put yourself and your business in the best possible position.

Session 2: The Art of the Deal

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When you find yourself seriously considering a transaction, you’ll need to put the right team in place. Learn more about the roles of your CPA, attorney, investment banker and financial advisor — and how they work together to protect your interests. Here we’ll discuss how this team can advise on the deal structuring and reorganization considerations which provide the most flexibility and confidence in a stock or asset sale.

Session 3: It’s All About Due Diligence

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Deals are made or lost in the due diligence process. We’ll review common issues that surface during this phase, including vital buyer and employee needs. From reps and warranties to working capital targets and retention programs, we’ll look at the process through the lens of all stakeholders to avoid any unintended consequences.  

Session 4: Post Closing…Now What?

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While it may seem like completing a transition is enough — it’s not quite done. The back end of a deal has many nuances to ensure that profits are maximized for the short and long term, post deal liquidity is well managed and that the remaining culture stands strong. Find out what’s on the other side of a deal ahead of time to manage expectations and ensure a smooth process through this final phase.