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コンテンツは Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
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Selling Your Business to Private Equity: The Crucial Steps Before Selling Your Business

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Manage episode 455143981 series 3613980
コンテンツは Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

In this episode of PEX, the hosts explore the private equity selling process, comparing it to a dating game to illustrate the stages from initial teasers to detailed due diligence. They cover critical concepts like Confidential Information Memorandums (CIMs), virtual data rooms, and essential legal mechanisms such as drag and tag rights. Additionally, the discussion highlights the challenges founders face when adapting to new roles post-sale and offers practical insights into managing these transitions. Overall, the episode provides valuable guidance for navigating the intersection of entrepreneurship and private equity.
00:34 Host Banter

01:17 Reasons Founders Consider Selling

05:23 Understanding Drag and Tag Rights

12:47 Evaluating Private Equity Partnerships

17:52 Understanding the SIM Process

19:12 The Role of the CEO in Initial Meetings

20:10 Virtual Data Room and CFO Involvement

23:02 Navigating Private Equity Relationships

26:24 Challenges for Founders Post-Sale

Who We Are

If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.

Connect with Ed

Connect with Emily

Connect with Rory

  continue reading

1. Selling Your Business to Private Equity: The Crucial Steps Before Selling Your Business (00:00:00)

2. Host Banter (00:00:34)

3. Reasons Founders Consider Selling (00:01:17)

4. Understanding Drag and Tag Rights (00:05:23)

5. Evaluating Private Equity Partnerships (00:12:47)

6. Understanding the SIM Process (00:17:52)

7. The Role of the CEO in Initial Meetings (00:19:12)

8. Virtual Data Room and CFO Involvement (00:20:10)

9. Navigating Private Equity Relationships (00:23:02)

10. Challenges for Founders Post-Sale (00:26:24)

11 つのエピソード

Artwork
iconシェア
 
Manage episode 455143981 series 3613980
コンテンツは Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ed Barton, Rory Liebhart, and Emily Sander, Ed Barton, Rory Liebhart, and Emily Sander またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

In this episode of PEX, the hosts explore the private equity selling process, comparing it to a dating game to illustrate the stages from initial teasers to detailed due diligence. They cover critical concepts like Confidential Information Memorandums (CIMs), virtual data rooms, and essential legal mechanisms such as drag and tag rights. Additionally, the discussion highlights the challenges founders face when adapting to new roles post-sale and offers practical insights into managing these transitions. Overall, the episode provides valuable guidance for navigating the intersection of entrepreneurship and private equity.
00:34 Host Banter

01:17 Reasons Founders Consider Selling

05:23 Understanding Drag and Tag Rights

12:47 Evaluating Private Equity Partnerships

17:52 Understanding the SIM Process

19:12 The Role of the CEO in Initial Meetings

20:10 Virtual Data Room and CFO Involvement

23:02 Navigating Private Equity Relationships

26:24 Challenges for Founders Post-Sale

Who We Are

If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.

Connect with Ed

Connect with Emily

Connect with Rory

  continue reading

1. Selling Your Business to Private Equity: The Crucial Steps Before Selling Your Business (00:00:00)

2. Host Banter (00:00:34)

3. Reasons Founders Consider Selling (00:01:17)

4. Understanding Drag and Tag Rights (00:05:23)

5. Evaluating Private Equity Partnerships (00:12:47)

6. Understanding the SIM Process (00:17:52)

7. The Role of the CEO in Initial Meetings (00:19:12)

8. Virtual Data Room and CFO Involvement (00:20:10)

9. Navigating Private Equity Relationships (00:23:02)

10. Challenges for Founders Post-Sale (00:26:24)

11 つのエピソード

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