Understanding and Managing the Complexity of Business Transitions & the Alternatives to Selling

This highly educational, fast-paced workshop has been carefully crafted to illustrate the essential skills/experience every professional advisor needs to understand and effectively support a client contemplating transition.

Why Attend?

As you know, business transitions are extremely complex. The challenges facing a family business contemplating transition reveals many interesting alternatives to selling that ought to be thoroughly reviewed prior to making a change.  70% of Robbinex clients do not go directly to market as many choose one of the 14 alternatives to selling. Help your clients recognize their needs.  Learn how to clearly understand the complexity of the challenges facing a client and how to assist them with the decision making process.

Who Should Attend?

Private Equity Investors, Accountants, Bankers, Lawyers, Real Estate Salespeople, Insurance Brokers, and Wealth Managers
Professional Development Hours May Apply.

Program Overview

  • An overview of the market and the players
  • Understanding the complexity of M&A
  • THe 3 E’s – Evaluate, Establish a Strategic Plan, Execute
  • COSATA®Comprehensive Strategic Analysis of Transition Alternatives*
  • The importance of process (ISO 9001)
  • Why less than 30% of businesses are ready to be sold*
  • The power of a Psychologist in business transitions*
  • The 200 job functions and 30 job descriptions required in a typical transaction
  • The 6 ways buyers value a business*
  • The difference between price and value
  • NAPP™(no asking price program)*
  • Dealing with corporate owned real estate
  • Finding, researching and qualifying buyers … the “3 M’ test
    • 8 different types of buyers
    • Understanding a buyer’s true needs/goals*
  • Working with outside professionals
  • Due diligence and VDR’s (virtual data rooms)
  • Negotiating skills (Robbinex’s bowtie program) and MOU’s
  • Structuring: Assets versus Shares
    • Off balance sheet considerations*
  • A typical SPA (share purchase agreement) draft 1, draft 2, 3…
  • The qualifications and role of an M&A professional
  • RASSP® – Robbinex Acquisition Strategic Search Program*

*Includes Case Study

Register now for this intensive introductory 6½ hour workshop
$399 plus tax (after early bird deadline)

Early Bird $279 plus tax
Bring a partner/associate for an additional $250 plus tax

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