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Unlocking Opportunity Series: The M&A Process - Preparing Stakeholders for a Transaction
The period between the confidential information memorandum (CIM) going out and the letter of intent (LOI) coming in can seem like an eternity – not only for the business owner but for personal stakeholders (spouse and kids) and professional stakeholders (management, employees, minority investors). Of course, there are the balance sheet, accounting, and final purchase negotiations to keep in mind. Yet, family members need to prepare for the life-related change that comes with transitioning a business. The better prepared each of these stakeholders is, the more seamless the transition will be.

Family Wealth Strategist Carey Spencer joins Director of Family Wealth Consulting Joel Redmond to detail the essential principles learned from years of deal-making experience. Join Carey and Joel as they break down the business and family sides of preparation for the transition, providing practical steps to take to ensure those most closely tied to your business are ready when it’s closing time.

Topics:
• Plot out a timeline for the typical transition cycle, from CIM going out to LOI coming into final sale
• List the accounting, human resources, and buyer communication components of a successful transition
• Outline family considerations pre-and post-transition, including the potential formation of trusts based on proceeds and impacts on second and third-generation family members.

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Investment products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

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Oct 21, 2021 03:00 PM in Eastern Time (US and Canada)

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