TPA Miami Slides 2022

M&A best practices: Sellers

• Articulate why you are interested in being acquired. Be ready to explain your motivation during the first call. • Audited financial statements and clean books will translate to higher value - period. • You are worth what the market believes you are worth. No formal valuation will tell you that number. Get the most potential buyers to the table and hear them out on their deal structures! • Focus on transitioning client relationships and mentoring the next tier below the ownership group.

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THE PRINCIPALS ACADEMY 2022

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