Selling Your Small Business Course

Service Description

SBO Transition Intensive – Course Overview This six-week course is for successful SBOs considering a major business transition or transaction, such as entering a new joint venture, acquiring a new business, or exiting their current business. It covers strategies for joint ventures, acquisitions, and business exits, focusing on maximizing value and ensuring smooth transitions. The course includes 6 weekly online group sessions of 2 hours each, with an additional 1 to 3 hours of individual coursework and preparation for each session. Session 1: Strategic Assessment and Transition Planning • Evaluating business readiness for major transitions • Identifying strategic opportunities (JVs, acquisitions, exits) • Conducting a SWOT analysis for different scenarios • Developing a transition roadmap and timeline Session 2: Business Valuation and Financial Structuring • Understanding different valuation methods • Preparing financial statements for transactions • Tax implications of various transition options • Structuring deals for maximum financial benefit Session 3: Due Diligence and Risk Assessment • Comprehensive due diligence processes • Identifying and mitigating risks in transactions • Legal considerations in business transitions • Intellectual property and asset evaluation Session 4: Negotiation Strategies and Deal Structuring • Key negotiation techniques for high-stakes deals • Understanding different deal structures • Crafting letters of intent and term sheets • Managing complex multi-party negotiations Session 5: Integration and Transition Management • Post-acquisition integration strategies • Managing cultural integration in mergers/JVs • Developing transition plans for business exits • Change management techniques for major transitions Session 6: Post-Transaction Strategy and Future Planning • Evaluating success of transitions/transactions • Strategies for growth post-acquisition/JV • Personal and financial planning post-exit • Long-term legacy and succession planning