4.47 (1499 reviews)
☑ Approach the sale of their company with greater confidence
☑ Better understand the role of Advisers and how to manage them
☑ Gain valuable insights into the Sales Process to avoid making expensive mistakes
☑ Better understand Corporate Valuation
☑ Gain an introduction to Negotiation and Term Sheets
☑ Find out what is important to both sides in a Management Buyout (MBO)
Welcome to my World... of Corporate Finance, Mergers and Acquisitions and Selling Companies
This is my Corporate Finance Course - for you
If you are an Entrepreneur, a Senior Manager or a Business School Student - this is going to help you!
Are you struggling to master M&A? Then lets join forces as I have nearly 30 years experience in this field!
Let me explain:
Tactics and Tips
And much more!
In M&A the difference between right and catastrophic can cost you a fortune, some times literally millions of dollars.
As an adviser, I have been there many, many times in the last 29 years. I have seen good, sometimes even great. And I have seen downright awful! (Of course, that was good news if I was on the other side at the time).
So this course is for you...
These are my real insights from my experience, pulled together to help you understand some of the pitfalls of the sales process which will hopefully prepare you for your company's sale.
You don't have to follow my advice here, but you have nothing to lose by checking it out and then using what works for you!
This is my Corporate Finance Centre of Excellence and all my Corporate Finance content will be updating in this course - I will no longer create more and more related courses, so join me today and tell me what you want me to add to improve the course!
Above all, I want your company's sale to be a success. Hopefully, this will help. And if it does, even a little bit, the value multiplier for you could still be worth thousands of dollars.
Come, join me today, enroll in the Course and discover how you can discover what Corporate Finance, M&A and Selling Companies is all about!
Introduction to the Course
Welcome to The Course! What We Are Going To Cover!
My Personal Perspective on Mergers and Acquisitions based on 30 Years Experience
What does the term Mergers and Acquisitions Mean?
What Do We Mean By Mergers and Acquisitions?
What is the Difference between a Merger and an Acquisition
Why Do Companies Merge?
Why do Companies Make Acquisitions
What do we mean by Synergies?
Who are the Advisory Players in the Mergers and Acquisitions Market?
Financing an Acquisition
How are Companies Valued in the Mergers and Acquisitions Market?
The Mergers and Acquisitions Process
Mergers and Acquisitions Deal Game Plan
Corporate Finance Crash Course: How to Value a Business
Corporate Finance Crash Course: Introduction to Company Valuation
Selling a Business - Valuation
Corporate Finance Crash Course: Balance Sheet and P&L Methods
Corporate Finance Crash Course: Company Valuation Cash Flow Methods
Corporate Finance Crash Course: Calculating the Weighted Average Cost of Capital
Corporate Finance Crash Course: Weighted Average Cost of Capital Calculation
Corporate Finance Crash Course: Common Errors in Company Valuation
Introduction How to Maximise Value when Selling your Business
Understanding the Sale Process
Selling a Business - Transaction Timing
Selling a Business - Planning for the Sale
Selling a Business - Sale Objectives
Pre Sale Preparation
Selling a Business - Pre Sale Preparation Introduction
Selling a Business - Legal and Admin Issues
Selling a Business - Operational Preparation
Selling a Business - Asset Review
Preparing the Sale Process
Selling a Business - Preparing the Information Memorandum
Selling a Business - Identifying the Best Buyers
Selling a Business - Buyer Segmentation
Selling a Business - Preparing for Due Diligence
Marketing the Business
Key to a Successful Deal
Selling a Business - The Deal Process
What Does a Sale Process to Private Equity Buyers look like?
Introduction to Selling your Company in a Buyout
The Sale Process
What is an MBO or Management Buyout?
Business Valuation in a MBO
How does Private Equity value a Business?
Maximising Exit Value
What is EBIT and EBITDA?
Debt Free - Cash Free - What does it mean?
What is Normalised Working Capital?
The Working Capital Cycle
Negotiating Normalised Working Capital
Introduction to Venture Capital Term Sheets
What is a Term Sheet Part 1
What is a Term Sheet Part 2
Key Concepts in Term Sheets
What is a Term Sheet Trying to Achieve
Letters of Intent in M&A Transactions
LOIs and MOUs Introduction
LOIs and MOUs in M&A Transactions
LOIs Binding or Non Binding?
The Pros and Cons of LOIs
The Key Components of LOIs Part 1
The Key Components of LOIs Part 2
Example of a UK Style LOI
Example of a US Style LOI
Section Summary and Additional Resources
The Due Diligence Process
What is Due Diligence and Why is It Important?
Make the Most of Virtual Data Rooms
Managing the Process - People
Due Diligence Process Key Learning Points
Activity – Virtual Data Room
An Introduction to Negotiation
What is Negotiation?
Principles of Negotiation
Principles of Exchange
Negotiation and Transaction Process Management
Thinking Fast and Slow
Transaction Process Management
Negotiation and Transaction Process Management Key Learning Points
Activity - Deal Timetable
The Sale and Purchase Agreement
Sale and Purchase Agreement
What are the Key Issues you need to Negotiate?
Complexities and Issues Arising
Sale and Purchase Agreement Key Learning Points
Activity - Deal Review and Deal Breakers Checklist
Mergers and Acquisitions - Deal Closing Getting Started
Mergers and Acquisitions - Deal Closing Getting Started
Its not just about the Price
Actions speak louder than Words
Everything is always negotiable (even after you have signed)
Deal Closing - Key Learning Points from this Section
Activity - Convene a Negotiation Strategy Meeting
Keep the Principals Involved
Closing Deal Points
Deal Closing – Timing
Closing - Complexities
In Person or Virtual Closing?
Deal Closing Key Learning Points
Activity - Deal Closing Checklist
Summary and Wrap Up
Downloadable PDF Summary Maximising Your Sale
Summary and Wrap UP
This overview program was well planned, organized and coordinated. Your disclosure of the skills sets at every juncture of the process was clean and broad in scope. This has been a very enlightening experience, even with my background and a limited exposure to this field of study. Thank you.
Great insight, clear explanation. The facilitator seems very experienced and he definitely has the ability to share his experience with an unexperienced audience! Very excited about this course!
Good Course , Great Content, Experienced Speaker, The Flow of the course indeed makes much sense . Thanks for such a wonderful Course.
There should have been more financial models and valuation exercises for LBOs and other deals. A section can be dedicated to calculating post-money and pre-money valuation etc
Very badly presented. I respect the fact that the presenter is a highly experienced person but the content and way of teaching is below par. I will not recommend this course to the people who want to learn mathematical part of M&A. But who is here just for the theoretical part of knowledge, I think this might can help you.
This course improved my understanding of mergers and acquisitions, which benefits me a lot in daily work.
Currently, I need the M&A knowledge due to in the near future I will involve in M&A in sell side position.
The teaching is good however, I wanted to see the transaction in figures for the merger and acquisition, the calculation
Hi John, An amazing course, I would say. Quite a practical course than most I see out there, merely theoretical. Thank you.
It is early in the course and so far the content meets my expectations. I am learning a lot of terminology that will help me better understand company reports when M&A activity occurs.
I'm busy training on a merger and the information correlates to what the client/partners have given me.
First session could be broken down into shorter bite sized chunks. Full of information but could do with some actual examples to back up the content
Definitely a great course from an experienced M&A adviser, a lot of details and explanations. The course format is a little bit boring, this is the course for those with real M&A drive and motivation.
While I understand there are confidentiality issues, it would have been great to see some real examples included in the course.
Excellent, as a thorough and comprehensive overview with comprehensive breadth and adequate depth. I found John Colley's content and delivery to be excellent, unto itself, and clearly well-above other courses on the subject matter I have experienced on the Udemy platform. Good supporting materials and production value as well. Mr. Colley sets a pretty high bar for his fellow Udemy instructors, IMO! Although the subject is relatively complex, the course is sufficiently comprehensive in breadth without getting to deep and detailed or "bogged down" in any particular topical area. Having recently completed a year-long consulting-CFO engagement involving financing and fund-raising and an eventual liquidity event, I found myself quite often smiling and nodding in agreement as John's lesson points triggered one recollection after the other from my recent experience which served to support the course content and commentary and further underscore Mr. Colley's depth and breadth of experience on the subject matter. Well done, Mr. Colley! To add icing to this tasty cake, when information is readily available and accessible to the author/public, Mr. Colley might consider adding more specific, real-life examples from actual and notable M&A deals and/or founder/shareholder experiences to sprinkle and additional dose of reality and further reinforce lecture points. Additionally, it would serve to direct motivated students to specific cases and examples for their own additional research and/or deeper dive on a topical matter. And, lastly, while I don't think this is the fault of any Udemy instructor, I wish Udemy would clean up the absolutely horrendous written transcription on these Udemy courses. Transcription is needed but the inaccuracy is unfortunately both distracting and detracting, in my opinion. Maybe consider Crowdsourcing editing services in exchange for Udemy credit? Summary: Bang up job, Mr. Colley. Well done and highly recommended! I look forward to taking more of your courses.