Packaging for Success  Building Value Conference 2006
Agenda About Stirling Mercantile Summary
About Stirling Mercantile Sectors Mid market financings Early-stage VC financings   Mergers and acquisitions Valuations Public market advisory services
About Stirling Mercantile
 
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
Think Like A Buyer Strategic Market share Financial Earnings Entrepreneur Lifestyle
Think Like A Buyer Spend money to… … make money, or … save money
What Motivates Buyers? R.O.I.
Position Value to Customer Sales Unit Volume You Comp Comp
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
Keep It Concise Ask yourself if each paragraph helps to explain why this company has value Use grade 8 english
A Great Summary
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
Thank you A copy of this presentation is available at: www.stirlingmercantile.com/speakers.htm

Packaging A Company For Sale

  • 1.
    Packaging for Success Building Value Conference 2006
  • 2.
    Agenda About StirlingMercantile Summary
  • 3.
    About Stirling MercantileSectors Mid market financings Early-stage VC financings Mergers and acquisitions Valuations Public market advisory services
  • 4.
  • 5.
  • 6.
    Obligatory Checklist Businessplan (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
  • 7.
    Think Like ABuyer Strategic Market share Financial Earnings Entrepreneur Lifestyle
  • 8.
    Think Like ABuyer Spend money to… … make money, or … save money
  • 9.
  • 10.
    Position Value toCustomer Sales Unit Volume You Comp Comp
  • 11.
    Presentation A picturetells a thousand words, but… Don’t spend time on graphics and eye-candy Docs in PDF, available for download from your site
  • 12.
    Keep It ConciseAsk yourself if each paragraph helps to explain why this company has value Use grade 8 english
  • 13.
  • 14.
    Summary “ Putit 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
  • 15.
    Thank you Acopy of this presentation is available at: www.stirlingmercantile.com/speakers.htm

Editor's Notes

  • #11 Should help all buyers understand your business and it’s value to them
  • #12 PDF, available for download