MERGERS AND ACQUISITIONS: IMPORTANCE OF DUE DILIGENCE
Going through an M&A process can be overwhelming. Business owners may think they know the profitability of their business, but in an M&A process, the valuation may be based on different financial metrics that are not normally tracked. It’s important to understand the value of being prepared before going through a sale transaction and avoid pitfalls that can deteriorate the overall valuation. This session is designed to provide a brief overview of a typical M&A transaction, highlighting how to be prepared via sell side due diligence.
Learning Objectives:
- Key drivers of valuation for a sale of a business
- The importance of sell side due diligence in preparing financial statements for a transaction
- How having experienced advisors will ensure a smooth process
About the Presenter:
Vincent Wu, Managing Director at Ironsides Advisory
Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Vincent Wu is a Managing Director in Ironsides’ Financial Due Diligence practice, providing both financial and strategic clients buy-side, sell-side financial due diligence and other mergers and acquisition related transaction advisory services.
Prior to his 2 years at Ironsides, Vincent spent 12 years at KPMG.
Vincent has extensive experience leading financial due diligence engagements, identifying key deal issues and the financial impact, commenting on carve-out methodologies and potential stand-alone costs and synergies, providing technical accounting guidance, assisting on sale & purchase agreements, and post closing statements.