This video is a recording of our most recent delivery of the second of three modules of our Pass The Guidon program.
Learning objectives:
Understand what is due diligence
Common tasks that occur during due diligence
Factors that impact valuation/what drives valuation/purchase price
Modeling a post-purchase financial statement/forecast (carveouts, add-backs)
What is Quality of Earnings (QOE)
Legal and tax considerations
What is Seller’s Discretionary Earnings (SDE)
Developing and securing a funding strategy
What banks look for
Seller financing – what is it; advantages for buyers and sellers; influence of the broker; bank loan considerations
Adjusting the final, binding offer/price – drafting the Purchase and Sale Agreement.
Discover best practices for this phase
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