Do’s and Don’ts during a Management Presentation in M&A

Here’s a quick guide to crafting a killer presentation for potential buyers.

✅ Dos:

  1. 𝗦𝘁𝗮𝘆 𝘁𝗿𝘂𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳. Your vision, values, and achievements brought you here. Allow them to permeate your story. Authenticity is invaluable; let your narrative lucidly express what your company embodies and its future plans. That’s your trump card.
  2. 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝘁𝗲𝗮𝗺. Highlight their skills, commitment, and validate why they’re top-tier.
  3. 𝗕𝗲 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁 about your offerings and how synergy can yield exponential results. Sketch a foreseeable future of growth, mutual objectives, and the impressive results you can achieve together.

❌ Don’ts:

  1. 𝗔𝘃𝗼𝗶𝗱 𝗼𝘃𝗲𝗿𝘄𝗵𝗲𝗹𝗺𝗶𝗻𝗴 them with minute details – maintain focus on the big picture. Remember, bluffing rarely pays off, be it in Vegas or in business sales. Stick to your schedule and ensure you cover your entire story within the given time, without laboring too much on specific areas. You won’t get a second bite at the cherry.
  2. 𝗗𝗼𝗻’𝘁 𝗻𝗲𝗴𝗹𝗲𝗰𝘁 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 behind the business – investors are investing in you, not just your profit margins. Highlight the skills and enthusiasm of your team.
  3. Lastly, 𝗳𝗹𝘆 𝘆𝗼𝘂𝗿 𝘂𝗻𝗶𝗾𝘂𝗲 𝗳𝗹𝗮𝗴 𝗵𝗶𝗴𝗵 – your distinctive edge is your most significant selling point.

Remember, your narrative can be the deal breaker or deal maker – 𝗺𝗮𝗸𝗲 𝗶𝘁 𝗰𝗼𝘂𝗻𝘁! Authenticity, open communication, and tactical alignment are the stepping stones toward a fruitful sale.

PS – Don’t forget to check out our next post about mock presentations in M&A and video of what our clients had to say!!

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