208. Mastering M&A: Preparing for a Business Sale with Jeremy Earnshaw

CFO 4.0 - The Future of Finance

Send us your thoughts

In this episode of CFO 4.0, host Hannah Munro welcomes back Jeremy Earnshaw, Founding Director of Clarendon, for the second instalment of the Mastering M&A series. Jeremy, a seasoned CFO coach and mentor, shares invaluable insights into structuring deals and preparing for a successful merger or acquisition.

Join us as we explore:

• The key steps in structuring a deal, including understanding objectives, optimal exit strategies, and assessing readiness.
• The critical role of the CFO in managing the M&A process, from internal due diligence to project management.
• How to evaluate business value and address tax implications for potential buyers.
• Strategies to navigate due diligence, protect sensitive information, and negotiate effectively.
• The importance of preparing the organisation, including staff retention, contract management, and intellectual property.
• Top tips for CFOs to assess their readiness to sell and ensure a smooth transaction process.

Links mentioned:

• Jeremy's Linkedin
• Learn more about Clarendon Executive Coaching and Mentoring

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

Luvut

1. Navigating Mergers and Acquisitions as CFO (00:00:00)

2. Preparing for a Successful Business Exit (00:10:28)

3. Negotiating Valuation in Business Sales (00:18:22)

4. Effective Due Diligence Practices for CFOs (00:25:58)

5. Assessing Business Sale Readiness (00:40:31)