M&A deals start and end with financials…
but most IT business owners are not accountants.
With this course, you don’t have to be.
In this digital course, we will guide you through every step of preparing your financials for a sale so you can sell your company for its maximum value.
And the sooner you start, the more successful you’ll be.
This digital course is for you if you:
- Plan to sell your company sometime in the next 3 years (even if you currently have an offer)
- Are NOT an accountant by trade and are new to preparing financials for an M&A transaction
- Want to learn and prepare at your own pace and on your own schedule
- Plan to use OR not use an advisor
- Want to get every penny that your company is worth
- Prefer a low-stress, efficient transaction
- Want to attract high-quality buyers and be able to speak intelligently with them
Your financials tell the story of your company to a buyer.
If yours aren’t easy to read or lack important elements, you’ll struggle to find the right buyer and get the full value of your company.
What you will gain from the course:
Through 10 in-depth recorded lessons and exclusive resources, you will:
- Prepare Financials That Sell
- Present your P&L and balance sheet like a pro
- Create Projections
- Skip the struggle – confidently create believable and achievable projections
- Find Hidden Value
- Discover EBITDA adjustments that increase your sale price
- Track Metrics That Matter
- Understand the key numbers you should be tracking now
- Understand the QofE
- Prepare for the lesser-known (but hugely important) quality of earnings report
- Estimate Your Take-Home
- Calculate how much money you will take home after all transaction expenses
- Close the Deal
- Learn how to manage last-minute accruals, expenses, and taxes
…and more!
Consider this course your one-stop resource for preparing your financials for an M&A transaction – my most comprehensive collection of financial guidance gained from years as an IT M&A advisor.
Join our waitlist to be the first to hear about the next release of the course.
About Your Instructor: Linda Rose
I probably started out just like you…creating a business from scratch.Making one hiring decision after another until I realized I was actually pretty good, servicing my clients, and creating a fulfilling and enjoyable place to work for my employees.
But after many years as an owner, there comes a time when you start thinking of selling.
Ultimately, I’m an example of what’s possible for you. I have personally sold three of my own companies, one for 100% cash while being able to exit 45 days after my sale.
As a CEO, I learned the hard way and made many mistakes selling my companies; now, I make sure my clients and students don’t make those same mistakes.
After selling my companies, I transitioned to a sell-side M&A advisor, where I have helped companies from $1M to $80M successfully navigate the challenges of putting their company on the market without letting their employees, customers, vendors and, most importantly, competitors know that they are entertaining multiple offers.
As an M&A advisor, I provide advanced support to my clients in the preparation of documents, data rooms, and detailed financials. I work side-by-side with them through the lengthy process of vetting and ultimately finding the perfect buyer. In short, I know what it means to sell a company successfully!
Now, I have leveraged my experience as a CEO of multiple technology services companies, CPA, author of Get Acquired for Millions, creator of the Ready…Set…SELL (Your Company) course, and successful M&A advisor to offer you this course: Getting Your Financials Ready for a Sale!
Join me on this journey, so I can help you GET ACQUIRED FOR MILLIONS too!