Chapter 7

Creating and Reviewing an Offering Document

IN THIS CHAPTER

Bullet Understanding the purpose of the offering document

Bullet Recognizing the components used to describe a company for sale

Bullet Utilizing accountant-prepared financial statements

Bullet Appreciating the importance of a Quality of Earnings report

Bullet Explaining the company’s go-to-market strategy

Bullet Expecting when and how sensitive details should be revealed

Bullet Distinguishing what should and should not be added back to earnings

Bullet Planning for a smooth transaction

As I mention in Chapter 8, performing a valuation is, when you come right down to it, merely an academic exercise. Don’t get me wrong: Researching comparable transactions and studying stock ...

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