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

CFO 4.0

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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!

Capitole

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)