Selling Your Business to Private Equity: The Crucial Steps Before Selling Your Business
Manage episode 455143981 series 3613980
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.
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