Webinar overview
Selling Your Company: Practical M&A Steps That Maximize Value
A tactical session for founders and finance leaders covering deal prep, valuation drivers, diligence checklists, and negotiating the LOI through close. Includes real lower-mid market examples and live Q&A.
Agenda (60 min)
- Preparing your data room & financials
- Quality of Earnings: what buyers really test
- Valuation levers & earnout structures
- Negotiating reps, warranties & indemnities
- Live Q&A
Speakers
Morgan Lee (M&A Advisor) • Priya Shah (CFO, ex-seller) • Daniel Ortiz (Corp Dev)
Key takeaways
- What must be in your data room before outreach
- Defending adjustments & normalizing earnings
- Offer structures that raise total consideration
- Risk allocation: caps, baskets, survival & RWI
Resources
- Due Diligence Checklist (xlsx)
- Data Room Index (docx)
- Seller Q&A Prep (pdf)
- Sample LOI & Term Summary (pdf)
Selling Your Company: Practical M&A Steps That Maximize Value
A live, tactical webinar for founders and finance leaders covering deal prep, valuation drivers, diligence checklists, and negotiating the LOI through close. Real examples from recent lower-mid market exits.
Agenda (60 min)
- Preparing your data room & financials
- Quality of Earnings: what buyers really test
- Valuation levers & earnout structures
- Negotiating reps, warranties & indemnities
- Live Q&A
Speakers
Morgan Lee (M&A Advisor), Priya Shah (CFO, ex-seller), Daniel Ortiz (Corp Dev)
Key takeaways
- What absolutely must be in your data room before outreach
- How to defend your adjustments and normalize earnings
- Offer structure patterns that raise total consideration
- Risk allocation: caps, baskets, survival, & RWI