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Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Selling Your Business to Private Equity: The Crucial Steps Before Selling Your Business

33:41
 
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Manage episode 455143981 series 3613980
Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of PEX, the hosts explore the private equity selling process, comparing it to a dating game to illustrate the stages from initial teasers to detailed due diligence. They cover critical concepts like Confidential Information Memorandums (CIMs), virtual data rooms, and essential legal mechanisms such as drag and tag rights. Additionally, the discussion highlights the challenges founders face when adapting to new roles post-sale and offers practical insights into managing these transitions. Overall, the episode provides valuable guidance for navigating the intersection of entrepreneurship and private equity.
00:34 Host Banter

01:17 Reasons Founders Consider Selling

05:23 Understanding Drag and Tag Rights

12:47 Evaluating Private Equity Partnerships

17:52 Understanding the SIM Process

19:12 The Role of the CEO in Initial Meetings

20:10 Virtual Data Room and CFO Involvement

23:02 Navigating Private Equity Relationships

26:24 Challenges for Founders Post-Sale

Who We Are

If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.

Connect with Ed

Connect with Emily

Connect with Rory

  continue reading

챕터

1. Selling Your Business to Private Equity: The Crucial Steps Before Selling Your Business (00:00:00)

2. Host Banter (00:00:34)

3. Reasons Founders Consider Selling (00:01:17)

4. Understanding Drag and Tag Rights (00:05:23)

5. Evaluating Private Equity Partnerships (00:12:47)

6. Understanding the SIM Process (00:17:52)

7. The Role of the CEO in Initial Meetings (00:19:12)

8. Virtual Data Room and CFO Involvement (00:20:10)

9. Navigating Private Equity Relationships (00:23:02)

10. Challenges for Founders Post-Sale (00:26:24)

5 에피소드

Artwork
icon공유
 
Manage episode 455143981 series 3613980
Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of PEX, the hosts explore the private equity selling process, comparing it to a dating game to illustrate the stages from initial teasers to detailed due diligence. They cover critical concepts like Confidential Information Memorandums (CIMs), virtual data rooms, and essential legal mechanisms such as drag and tag rights. Additionally, the discussion highlights the challenges founders face when adapting to new roles post-sale and offers practical insights into managing these transitions. Overall, the episode provides valuable guidance for navigating the intersection of entrepreneurship and private equity.
00:34 Host Banter

01:17 Reasons Founders Consider Selling

05:23 Understanding Drag and Tag Rights

12:47 Evaluating Private Equity Partnerships

17:52 Understanding the SIM Process

19:12 The Role of the CEO in Initial Meetings

20:10 Virtual Data Room and CFO Involvement

23:02 Navigating Private Equity Relationships

26:24 Challenges for Founders Post-Sale

Who We Are

If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.

Connect with Ed

Connect with Emily

Connect with Rory

  continue reading

챕터

1. Selling Your Business to Private Equity: The Crucial Steps Before Selling Your Business (00:00:00)

2. Host Banter (00:00:34)

3. Reasons Founders Consider Selling (00:01:17)

4. Understanding Drag and Tag Rights (00:05:23)

5. Evaluating Private Equity Partnerships (00:12:47)

6. Understanding the SIM Process (00:17:52)

7. The Role of the CEO in Initial Meetings (00:19:12)

8. Virtual Data Room and CFO Involvement (00:20:10)

9. Navigating Private Equity Relationships (00:23:02)

10. Challenges for Founders Post-Sale (00:26:24)

5 에피소드

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