Step 3: Face-to-Face Meeting(s)
Detail business plan discussions with you and your representatives are interactive sessions aimed at getting a clearer picture of your business. These will be in-depth discussions about your plans and how our investment will be mutually beneficial.
“High level” deal terms may be negotiated in these meetings with the goal being high-level agreement on the ultimate structure of a formal Letter of Intent to Purchase.
Business Plan/Detail Discussion
- Executive Overview
- The Company
- Management Team
- Market Overview
- Target Market Opportunity
- Discuss key customers and vendors
- Product/Service – Proprietary, Sustainable Advantage
- Competitive Analysis – Key competitors today, Barriers to Entry, Operating Plan and Competitive Advantage
- “Go to Market” (Sales) Strategy
- Detailed Revenue Projections w/ Key Assumptions
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- Monthly statements year 1
- Quarterly year 2 & 3
- Milestones
- Exit Strategy / Transition Plans of current owners post acquisition
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