Tools & Guides

We recently asked 1,000 private equity firms, strategic acquirers, and family offices to name the banks and advisory firms they trust and respect most when transacting in the middle market. Which firms made the list?

We’ll take a look at the two types of acquisitions – platform and add-on – so you’ll understand how your company’s value can differ based on the views and goals of deal participants. Then, we’ll discuss the need for both qualitative and quantitative valuation methods and dive into the most common quantitative models. Finally, we’ll give you the tools you need to prepare for valuation discussions and effectively articulate the value of your own company.

Building a DCF model is both exceptionally complicated and very time consuming. Use this free downloadable DCF Excel Template to value your company today.

In this ebook, you will learn:

• How to write great teasers that attract interest from the right buyer
• Marketing materials needed to sell your company
• Three key items to negotiate in the NDA
• How to review the indication of interest (IOI), letter of intent (LOI), and purchase agreement (PA) documents