Do’s and Don’ts during a Management Presentation in M&A

Here’s a quick guide to crafting a killer presentation for potential buyers.

โœ… Dos:

  1. ๐—ฆ๐˜๐—ฎ๐˜† ๐˜๐—ฟ๐˜‚๐—ฒ ๐˜๐—ผ ๐˜†๐—ผ๐˜‚๐—ฟ๐˜€๐—ฒ๐—น๐—ณ. Your vision, values, and achievements brought you here. Allow them to permeate your story. Authenticity is invaluable; let your narrative lucidly express what your company embodies and its future plans. That’s your trump card.
  2. ๐—–๐—ฒ๐—น๐—ฒ๐—ฏ๐—ฟ๐—ฎ๐˜๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜๐—ฒ๐—ฎ๐—บ. Highlight their skills, commitment, and validate why they’re top-tier.
  3. ๐—•๐—ฒ ๐˜๐—ฟ๐—ฎ๐—ป๐˜€๐—ฝ๐—ฎ๐—ฟ๐—ฒ๐—ป๐˜ about your offerings and how synergy can yield exponential results. Sketch a foreseeable future of growth, mutual objectives, and the impressive results you can achieve together.

โŒ Don’ts:

  1. ๐—”๐˜ƒ๐—ผ๐—ถ๐—ฑ ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐˜„๐—ต๐—ฒ๐—น๐—บ๐—ถ๐—ป๐—ด them with minute details – maintain focus on the big picture. Remember, bluffing rarely pays off, be it in Vegas or in business sales. Stick to your schedule and ensure you cover your entire story within the given time, without laboring too much on specific areas. You won’t get a second bite at the cherry.
  2. ๐——๐—ผ๐—ป’๐˜ ๐—ป๐—ฒ๐—ด๐—น๐—ฒ๐—ฐ๐˜ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ behind the business – investors are investing in you, not just your profit margins. Highlight the skills and enthusiasm of your team.
  3. Lastly, ๐—ณ๐—น๐˜† ๐˜†๐—ผ๐˜‚๐—ฟ ๐˜‚๐—ป๐—ถ๐—พ๐˜‚๐—ฒ ๐—ณ๐—น๐—ฎ๐—ด ๐—ต๐—ถ๐—ด๐—ต – your distinctive edge is your most significant selling point.

Remember, your narrative can be the deal breaker or deal maker – ๐—บ๐—ฎ๐—ธ๐—ฒ ๐—ถ๐˜ ๐—ฐ๐—ผ๐˜‚๐—ป๐˜! Authenticity, open communication, and tactical alignment are the stepping stones toward a fruitful sale.

PS – Don’t forget to check out our next post about mock presentations in M&A and video of what our clients had to say!!

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We will discuss the personal and business factors that determine when it is a good time to sell your business: what are some personal/family/health factors to consider, how much runway is needed from you and others on your team, where is your business in its life cycle, what does your current pipeline look like, including some low and high hanging opportunities.

Carin Canale-Theakston