Part I: M&A Advisor, Business Owner & Transition Plan

Adding Value Throughout the M&A Process 

Part I: M&A Advisor, Business Owner & Transition Plan

The Big Picture

• The M&A Advisor Opportunity
• An Evolving World
• The Evolutionary Self

The M&A Advisor

• Using the “Whole Brain”
• M&A Process and Advisor Roles
• Business Sizes in the Marketplace
• Knowing Your “Lane”

The Business Owner

• Building Rapport: “What’s Going Right?”
• Business Ownership Life Cycle

The Transition Plan

• Business Ownership Transfer Options
• Transition Planning “Playing Field”
• Uncovering Business Owner’s Needs
• What’s the Business Worth?
• Six Transfer Options

Adding Value Throughout the M&A Process

Part II: “Top Ten Strategies” When Selling a Business

Part I Review

• Glossary of Acoronyms
• The “13 Step” M&A Process
• The M&A Advisor: Being the “Intermediary”

The Law of “Cause and Effect” and 

 The Value Creation Formula

“Top Ten Strategies”

• Above the Surface (Head)
  • The Strategy
  • “Catch Phrase”
  • Brief Discussion/Resources
• Below the Surface (Heart)
  • Vibrational Energy Words
  • Feeling  the Energy with Gratitude
• Activating the Inner Negotiator

Knowing Your “Why”