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PE: Are you Sale Ready?



Are you Sale Ready?

For many business owners, selling their company for a great price is the ultimate reward for years of hard work. 
Whether that sale is to a trade acquirer or a private equity firm, and whether it is a full exit or just a partial de-risking, there is much that can and should be done in advance to optimise the price and ensure that time and value is not lost during the process.
Understanding the factors which underpin buyer/investor appetite and a high valuation are key to defining both areas of management focus in the period leading up to a transaction and the information basis required for a smooth ride in due diligence.

Join us at The Royal Air Force Club 128 Piccadilly, London W1J 7PY, a prestigious and off-limit venue, where our guest speakers, Wendy Hart, Corporate Finance Partner, HMT and Valerie Kendall, Founding Partner at WestBridge, will open up the discussion and share their considerable practical experience of working with mid-market businesses through M&A and investment processes.

Areas covered:

  • How to map KPIs to underpin a high multiple
  • What financial information is required, when and in how much detail ?
  • What is in a Virtual Data Room, who maintains it and how early do you need to think about it ?
  • The Debt Free/Cash Free calculation, how to plan for it in advance?
  • How to prepare for financial due diligence – emotionally as well as professionally !

“The day to day burden of effort in a transaction process inevitably falls on the finance team, and particularly the CFO. While advisers can do much to provide support and advice in that process nothing helps more than understanding what will be required and having time to prepare for it in advance. In addition, the analysis and presentation of the figures plays a vital part in achieving the optimal outcome for the shareholders and management team. We hope that this workshop will help some heads of finance avoid the “baptism of fire” of a first deal experience and will provide a safe space to explore any questions or concerns they might have”

We hope you are able to join us at what promises to be a very engaging and enjoyable discussion.

Date: 13/03/2024

Location: The Royal Air Force Club 128 Piccadilly, London W1J 7PY


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