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How to sell your business

Learn How to Sell your Business with our Presentation Series

If you are considering selling your business in the future, this three part series will help you prepare for a sale and optimize your ultimate outcome.

Presentation #1

The Insider’s Guide for a Successful Sale

  • Selling your company – often the most important decision a business owner will ever make
  • Business owners should not only be reflecting on the timing and pros/cons of this decision, they should also be preparing for this decision
  • The goal of this presentation is to provide high-level insights into the business sale decision, as well as help business owners prepare their companies for a sale

Presentation #1: What You Can Do to Prepare for a Sale

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Presentation #2

Transaction Process for Selling Your Company

  • This presentation describes the process of selling your company through a competitive auction
  • A sale process will inevitably take significant cycles from the C-Suite, however, executives cannot “take their eye off the ball” and allow the process to disrupt sales and operations
  • It is the Investment Banker’s job to streamline and manage a tight process that allows management to run the company – and only be pulled in for high value presentations and deliverables

Presentation #2: Transaction Process for Selling Your Company

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Presentation #3

Post-Transaction Integration and Other Considerations

  • This presentation covers post-integration financing options, including Rollover Equity, Seller Notes and Earn-outs
  • Other key issues covered include Employment Agreements and Cultural Synergies/Challenges

Presentation #3: Post-Transaction Integration and Other Considerations

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Selling BrightStores was a once in a lifetime event and the culmination of my life's work. The process was difficult, challenging, ridiculously complex and emotional. Peakview made it look easy to navigate through the madness and talk me off a ledge. I am not sure that I would have gotten it done without Peakview and for that I will be forever grateful.
Dan Halama, Founder & CEO of BrightStores
Peakview helped us successfully navigate one of the biggest events of our history. Their deep experience, thoughtful representation and creative thinking were key to us finding a great partner and getting to the closing table in the right way.
Sam Eidson, Co-Founder of 90octane
Peakview did an incredible job navigating the successful sale of our company to an international acquiror. Peakview conducted a comprehensive marketing process that left no stone unturned, and ultimately found a fantastic strategic fit with Opteon / Apex. Given my name is on the door, this transaction was the culmination of a lifetime of work for me, my team members, employees and appraisers. Peakview intuitively understood the importance of that legacy and worked incredibly hard in all phases to ensure that our transaction objectives were met. Doing a deal during COVID with an international buyer was not easy, but Peakview’s expertise and professionalism carried the day. I couldn’t be happier with the result Peakview helped attain for us.
William Fall, CEO, The William Fall Group
We are excited about the opportunity represented by a partnership with Atlas. Peakview Partners was instrumental at every step of the process. Their extensive transaction experience, strong organizational skills and frequent communication with our team allowed us to navigate, negotiate and favorably close the deal. We would recommend Peakview for even the most complicated transaction!
Eric West, Founder of WesTest
Warren and his team brought experience and perspective to the process that we never would have had otherwise. He and his team kept the process moving smoothly and provided valuable information along the way.
Bruce Kelley, CEO of Colorado Container
Tim Dailey’s expertise and experience in negotiation and getting to the finish line is second to none. In the end it was an absolute win-win for the seller and the buyer.
Bruce Byrd, CEO & Co-Founder of Rocky Mountain Mechanical Systems
The Peakview team was great to work with, providing crucial advice throughout the negotiations. I could not have gotten this transaction closed without their guidance and support, and I would recommend them to any owners interested in engaging a sell-side advisor.
Paul Trunzo, Owner & President, Tru-Flow
Peakview Partners performed AAC’s market outreach and buyer negotiations with professionalism and tenacity that resulted in multiple offers. We are very excited by the outcome, having found an acquirer that will be an ideal steward of our clients and employees going forward. It was a pleasure working with the Peakview team and we would gladly recommend them to anyone looking to sell a middle market company.
Alan Downey, Founder & CEO, Affiliated Acceptance Corporation