Synopsis
Businesses - Buying them, Selling them and everything in between. This webinar will look to cover some of the things to have on your checklist when either buying or selling a company. We will look at some of the initial considerations when acquiring another company right through to how to manage the sales process on the other side. Finally, we will offer some input on ways to help your clients who may be going through this journey themselves.
Learning Objectives:
- Considerations when buying a business
- The process of selling a company and how to prepare it for sale
- Ideas to help your clients who may have sold their business
Speaker bios:
John Bailye co-founded and assembled the team that grew a start-up to a billion-dollars in market cap (formerly on Nasdaq: DRTE) with nearly 3,000 employees. He sponsored and co-founded the New Jersey Technology Council, now with 1,500 entrepreneurs as members, which is aimed at creating an exchange for entrepreneurs’ experiences and ideas.
Alicia Taylor is responsible for Portfolio Development at the SidebySide Partnership and is deeply involved in the early analysis and review of prospective companies. Alicia previously worked within the Specialist Finance and UHNW Discretionary Portfolio Management divisions at Barclays Wealth & Investments, as part of the Graduate Scheme. Alicia is the initial point of contact for all Investee Companies and helps them through the review and investment process at the SidebySide Partnership.
James D’Mello has over a decades’ financial services experience from a range of specialisms
including Banking, Pensions & Investments. Working for companies such as Santander, MetLife and more recently, Kuber, he has a unique insight into the venture capital world. His role at SidebySide is to head up distribution & manage our relationships with wealth management firms, advice networks & other strategic partners.