How to Prepare a Construction Company to Sell and the M&A Process - American Institute of CPAs
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The session is designed to provide a comprehensive overview of how to prepare a contractor for sale. The presentation will start with a discussion of the pre-transaction process of getting a contractor ready for a transaction including associated readiness considerations. We will provide a detailed overview of the mergers and acquisitions process and the role of the investment banker. This overview will encompass a framework of the sales process and time line from marketing the contractor, receiving and negotiating a letter of intent and the due diligence process to ultimate closing.
Learning Objectives:
Analyze conditions leading to sale and the steps in developing a successful plan to sell a contractor
Identify the financial & non-financial transaction readiness considerations
Determine the various advisors that should assist a business owner in the sale process and their respective roles
Identify the substantive process steps and the associated timing to accomplish these steps for the sale of a private company
Identify the key items that a private company seller should focus on during the sale process in order to ensure an optimal outcome is achieved