This 1-day, in-house, training course covers all aspects of an acquisition process from initial strategies for expansion through to planning, due diligence, negotiation, execution and the preparations for a successful integration.
The major risks and problems likely to be encountered by professional advisers, principals and entrepreneurs are highlighted with guidance for their avoidance or mitigation. Process and commercial failures are examined and the necessity for a sound acquisition plan is emphasised.
Course Notes, Slides and Exercises
Participants will receive a booklet containing copies of 13 slides and 68 pages of very comprehensive notes. Each slide will cover a number of related topics and the accompanying notes will support the content of the course to be delivered by the trainer.
During the course of the day, participants will undertake one or two exercises (problems) in groups of two or three (depending on the size of the class) which will involve considering what advice should be given to a client in particular circumstances. Participants will discuss the exercise with each other and then with the trainer and will receive a written answer to the problem.
You consider the financing sources open to a fast growing chain of coffee shops. The owner does not wish to float the company as too much equity would be given away at this early stage of its development. Consequently, he asks you to consider other methods to raise the required finance.
You are instructed to find a buyer for a prosperous third generation family owned furniture manufacturing company. Before commencing a formal search, you are asked to value the company on the basis of its: (i) assets; (ii) anticipated cash flows; and (iii) earnings.