Case Study: Unbundling the chaos of my first Business transaction.

Matt coached me through the M&A process and demystified it in a very easy to understand format. Being able to talk openly about the 1 - 5 year exit goals with my future business partners using Matt's framework, to see if we were properly aligned as business partners and what we needed to discuss/agree on before moving forward, was invaluable.

Benefits:

• I engaged Matt to support me navigate a potential sale scenario of my business. By the end of our first session, I was much more comfortable with the terminology, what to expect, and, most importantly, how to best prepare for lots of potential scenarios (good, bad and ugly!).

• I went into the deal much more confident/prepared knowing Matt was in my corner and had my best interests in mind, ensuring my company was prepped as much as possible for the merger, i.e. accounting/financial statements, process documentation, data room preparation, negotiation strategies, deal structure ideas etc.

  
  

End result:

• The eventual merger between my company and my business partners' enabled me to retain equity in the combined company and take on a role as an executive director in a C-level position.

• 6 months post-merger, we were approached by private investors who ended up acquiring our entire company, along with all its brands.

• I was able to exit my company in 6 months with the last tranche payment occurring 12 months after the deal was signed, with no earn out.