Listen "Merits of Running a Process"
Episode Synopsis
What is a process and if you are considering one what should you think about when hiring a firm to help you do it? How do you vet firms?OUTLINE OF THIS EPISODE:Introduction to selling your business with a process.What is a process and what is a deal facilitation?What types of processes are there?Structured process – soliciting a limited but significant, number of buyers to evaluate the business and put forth an offerBecoming a platform by selling in, typically with a PE firmMinority investment: selling a portion of equity while retaining full ownershipManagement buy-out or an employee stock ownership planRecapitalization: restructuring capital but owners retain ownership and continue to manage the businessSpin-off/Divestiture – carving out part of the businessDeal facilitation – you’ve identified a potential buyer and need want to get a deal doneIf we compare having a structured process where you are put in front of a number of buyers to deal facilitation, where one buyer is already identified, what are the merits of running the process?Let’s start with the enterprise value of a deal – how does that change between a process and a facilitation?What about timing for a transaction? Which one will run faster? Are there parts of the process that will run the same (e.g. DD, legal drafting)How does competition between buyers impact the process?If you’re doing just deal facilitation, will a buyer really know the maximum potential of their firm?How easy is it to convert from a deal facilitation to a full process?Why would someone not want to run a full process? RELATED EPISODES: Episode 179: How to Evaluate Multiple Offers for your Tech Services Business. Listen now >>Episode 165: What is Deal Facilitation? Listen now >>Episode 125: Value of an Industry Specific M&A Advisor. Listen now >>Episode 110: Identifying the Ideal Suitor. Listen now >>
Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
More episodes of the podcast Shoot the Moon with Revenue Rocket
Grow, Buy, or Sell to Grow
14/10/2025
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