COR2133. How to Prepare a Construction Company to Sell and the M&A Process

The session is designed to provide a comprehensive overview of how to prepare a contractor for sale. The presentation will start with a discussion of the pre-transaction process of getting a contractor ready for a transaction including associated readiness considerations. We will provide a detailed overview of the mergers and acquisitions process and the role of the investment banker. This overview will encompass a framework of the sales process and time line from marketing the contractor, receiving and negotiating a letter of intent and the due diligence process to ultimate closing.

Learning Objectives:

• Analyze conditions leading to sale and the steps in developing a successful plan to sell a contractor
• Identify the financial & non-financial transaction readiness considerations
• Determine the various advisors that should assist a business owner in the sale process and their respective roles
• Identify the substantive process steps and the associated timing to accomplish these steps for the sale of a private company
• Identify the key items that a private company seller should focus on during the sale process in order to ensure an optimal outcome is achieved