YoungUpstarts

MAY 17, 2019

They manage all the customer relationships. The opportunity: Use this as a negotiating point when bargaining for the deal. If the business IS the business owner, then that person needs to be part of the deal. Structure the buy-out to include an employment contract or consulting agreement, as well as an earn-out.

Due Diligence 163

Due Diligence Forecast Deal Structure Valuation 163

YoungUpstarts

MAY 14, 2018

Marks, founder and managing partner of High Rock Partners and author of “ Middle Market M & A: Handbook for Investment Banking and Business Consulting “ Conventional wisdom says that a company grows by reaching new customers, increasing its workforce, expanding marketing or launching new products or services.

Acquisition 109

Acquisition Finance Raleigh Mezzanine 109

YoungUpstarts

NOVEMBER 13, 2012

They had a phenomenal obsession with customer service and offered free shipping and returns. Negotiating a different deal structure could have prevented the price from dropping. Each one can provide valuable lessons to the entrepreneur. This 10-year-old company offers shoes and other apparel on-line at competitive prices.

IPO 162

IPO Exit Strategy San Francisco Startup 162

YoungUpstarts

MAY 9, 2019

The CIM is a document that outlines the company being sold, its history, products and services, customers, financial performance, management team, and growth strategies. Out of thirty lookers, perhaps ten will submit an indication of interest (IOI). Like attorneys, you don’t want to skimp on tax advice either!

Private Equity 104

Private Equity Equity Investment Bankers Government 104