BREAKFAST ROUNDTABLE: Dressing Your Business Up for Sale

Pullman & Comley's Business and Finance attorneys, Nancy A. D. Hancock, Andrew C. Glassman and Joshua S. Smith will host a 'Dressing Your Company Up For Sale Roundtable' on October 23 exploring key strategies with business owners to enhance their company’s value and prepare for a successful exit.

Agenda:

8:00 – 8:30 a.m.: Breakfast and Networking

8:30 – 10:00 a.m.: Roundtable Discussion

Topics to be covered include:

• Transaction Steps: This roundtable covers the progressive step-by-step process that we follow, from non-disclosure agreement (NDA) negotiation and marketing your business through finalizing documents and closing on the sale.
• The Pre-Sale Process: Make sure your company’s foundational documents, contracts, and operational structure are all in order before considering a sale. Review your internal compliance with key matters: accounting; employment; environmental; regulatory; tax.
• The Right Team: Make sure you have surrounded yourself with the right professionals to assure success—deal-experienced accountants and attorneys, valuation consultants, financial intermediaries, and tax advisors. Having the right professionals involved can make the sale smoother and more credible.
• The Sale Process: Identify your ideal buyer; prepare your non-disclosure agreement (NDA) form; understand your market; familiarize yourself with valuations in your space; then set up your data room.
• The Due Diligence Process: Prepare for a rigorous quality of earnings (Q of E) analysis, which evaluates the stability and source of your company’s earnings and stress test your company’s underpinnings.
• The Data Room: Organize all company documents into an electronic data room. Review data room features and familiarize yourself with the capabilities of a modern data room.
• Negotiating the Purchase Agreement: Stroll through an actual purchase agreement, where Nancy and Andy will highlight important considerations common to the purchase agreement.

For additional information on how to register, please contact Michael Cardone at mcardone@pullcom.com.