Seminar slides for exit planning or increasing value
“Are you curious” flyer to promote our business sales marketing service to clients
Information required for Stage 1
555 stage 2 information required
Document showing the 3 stages of the 555 Business Sales Marketing Process
As published on 4th September 2012
Written for TWP in Dec 08 to follow up a seminar they had run on buying/selling businesses
For use in newsletter, newswire or blogs
An example of a basic benchmarking report – see also the benchmarking spreadsheet
Calculate the client’s ratios, plus those from 3-5 filed financial statements of competitors (ask the client) & also the UK Data report for the sector. Include the summary sheet as an appendix with a benchmarking report
Kirsty slides from the event on 7/12/10 suggesting ways to attract an offer “out of the blue”.
Slides by Michelle Mathers of Ford & Warren at the Built to Sell event on 7/12/10
From the Built to Sell event on 7/12/10, the intro slides from Kirsty and John Warrillow’s slides
Kirsty’s slides from the event on 7/12/10 covering how to market a business for sale
Kirsty’s slides on tips for vendors doing MBOs or MBIs at the Built to Sell event on 7/12/10 and closing comments to the conference
Slides by Steve Kerby of Nicholsons covering tax issues of selling a business at the Built to Sell event on 7/12/10
Use this flyer to promote exit planning services, using the Built to Sell processes and methodology
Kirsty’s CPD course presentation on Buying & Selling Businesses
Case study which shows how a business with net assets of £240k only walked away with £30k when he wound it up
For client to sign before you issue any Information Memoranda
Letter for potential buyers to sign before we disclose any sensitive information about the vendor
Letter for potential buyer to sign when the business for sale is a sole trader or partnership, before we disclose any sensitive information about the business
To send to clients to introduce the exit planning questionnaire
Required to be signed before you carry out a ‘consumer search’ ie on an individual, rather than a business
Introduction to be bound into the IM
Example of a summary flyer written for a business for sale
Where we are lead adviser to vendor but they have already found a buyer and don’t wish any more marketing
Engagement letter where are acting as lead advisor when client is selling a business
Where we have been asked to review tax warranties, but have not done any other work on the transaction
Specific paragraphs relevant to corporate finance work. To be added to your firm’s normal terms for engagement letters
Are they serious or are they just window-shopping?
Work programme for an exit planning workshop with clients to identifiy areas whey they need to groom their business for sale
Questionnaire to survey clients on their likely exit route
Timetable to arrange your workplan and prioritise your action points following the completion of the Exit Planning Checklist
Which exit route will you take – a diagramatic guide for SME Business Owners in a flyer branded CFN
Flowchart to describe how best to use the various Exit Planning Resources
For use when passing working papers to an adviser for a purchaser
Information for Disposal Summary
Typical content of an IM
List of key documents
As suggested in Built to Sell, using a 3 year long-term plan will help tie-in key employees and is a less complicated solution than giving equity or share options
Ask your clients to take the ‘Built to Sell’ Sellability quiz to see how ready they are for sale
Ideally should be presented to professionals-only
How to source a buyer for your client’s business
How to prepare projections for your client
Kirsty’s course notes
Can be used to explain the process of selling a business to a client
Kirsty’s course notes
Business for sale websites