Strategies for Selling a Business

This programme is only available on in-company basis. Please, contact us for more information

This programme is available on in-company basis only. Please contact us to discuss your requirements.

Course Description

This practical and interactive 2 day workshop will cover the complete cycle of a potential transaction helping you prepare to sell your business. 

Regardless of the exit strategy it is never too early to start to plan for succession and sale of a business.

This course is suitable for entrepreneurs starting a business who want to develop a clear exit strategy, owners of private businesses who are contemplating an exit (or partial exit) as well as Family office staff and advisors who have responsibility for managing family enterprises.

 

What Will You Learn

 By the end of this 2 day workhop you will: 

  • Understand the importance of preparing a business for sale
  • Develop an awareness of the different ways to sell a business
  • Identify opportunities to maximise value
  • Appreciate the importance of post transaction integration

Main Topics Covered During This Training

  • Understanding your company
  • Articulating your motives to sell
  • Presenting your company to “the market”
  • Defining the market and routes to market
  • Managing the sales process
  • Identifying potential buyers (Home & Overseas)
  • The negotiation process
  • Due diligence & risk identification
  • Timescales
  • Deal structures
  • Tax considerations
  • Maximising value and finding the “perfect buyer”

Who Should Attend

This course would be suitable for

  • Entrepreneurs starting a business who want to develop a clear exit strategy
  • Owners of private businesses who are contemplating an exit (or partial exit)
  • Family office staff who have responsibility for managing family enterprises
  • Advisors to owners of family business 
 
You may be also interested in one of the following programmes: 

Register for any 2 courses at the same time & save extra £100 + VAT (in total, not per course) . 

In-company, call us for more information

This programme is available on in-company basis only. Please contact us to discuss your requirements.

Strategies for Selling Your Business - A 2 Day Workshop

An overview of the market

Articulating your motives to sell

  • Lifestyle
  • Retirement
  • Realisation (or partial realisation) of investment – how much is enough?
  • Pursue other interests
  • Frustrations with the business

 

Case Study: Why is now the (right) time to sell? (Your perspective)

Understanding your company

Preparing the business for sale – what can you do today?

  • Reduce reliance on you! 
  • Ensure that all key documents are up to date and relevant
  • Consider potential successors
  • Financial healthcheck of the business 

 

Presenting your company to “the market”

Understanding buyers motives for acquisition 

  • Acquiring new products / technology / IP
  • Accessing new clients / new markets
  • Diversification
  • Consolidation / Growth / Market share
  • How will buyers assess your financial performance 

 

Defining the market and routes to market 

Case Study: Why is now the (right) time to sell? (the “market” perspective)

 

Managing the sales process

  • The “phases” of the deal cycle
  • Identifying potential buyers (Home & Overseas)
  • Buyer meetings and soliciting offers – the importance of competition
  • The negotiation process
  • Heads of terms
  • Due diligence & risk identification
  • Exclusivity 
  • Timescales
  • Confidentiality
  • What could de-rail the process?

 

FAQ’s  

  • What is my business worth?
  • What will happen to my staff when I sell?
  • Who will acquire my business?
  • How long will it take to sell my business?

 

Deal structures

Tax considerations

Maximising value and finding the “perfect buyer”

Case Study: What are the key drivers to getting the best price?

 

What will you do next?

  • How do you prepare for your financial future after selling your business?

The Course Director is working as a consultant focusing on the wealth management needs of high net worth private clients, their families and their businesses.  

Prior to this Bill worked in the international private banking market for almost 20 years. His private banking career began with Royal Bank of Canada where he spent 15 years in a variety of senior roles covering all aspects of the international wealth management business both onshore (London) and offshore (Bermuda). He has managed Investment Management, Banking and Trust operations.

Bill has broad general wealth management experience but his particular area of expertise is developing financial planning solutions for international high net worth private clients, their families and their businesses who have complex cross border planning issues. 

In addition to wealth structuring, tax and estate planning the practice also advises on the specific challenges in establishing, growing and ultimately “exiting” a successful family enterprise. Bill has worked with high net worth international private clients from all over the globe but with particular emphasis on the Middle East, Far East and Europe. 

Bill’s current portfolio of assignments relates to assisting clients with long term strategic management of family wealth and he is currently assisting owner managers with succession and preparing their business for sale.

During his career Bill has had responsibility for designing and delivering financial education programmes for professional staff and wealthy families in the Middle East, Far East, Europe, USA, Canada, South America and Africa. Bill is currently developing and delivering training programmes for international banks, private banks, wealth managers, family offices, trust companies, professional bodies and regulators covering a broad range of financial, investment and soft skills subjects. 

Bill has recently delivered a successful training programme to a major Chinese trust company on the challenges facing wealthy Chinese clients and Family Offices with respect to wealth management and succession.

Bill is a Chartered Accountant (FCA), Trust and Estate Practitioner (TEP) and Financial Planner (DipPFS).

Strategies for Selling a Business <p>This practical and interactive 2 day workshop will cover the complete cycle of a potential transaction helping you prepare to sell your business.&nbsp;</p> <p>Regardless of the exit strategy it is never too early to start to plan for succession and sale of a business.</p> <p>This course is suitable for entrepreneurs starting a business who want to develop a clear exit strategy, owners of privat ... In-company