We are trusted advisors to CEOs and owners who are thinking of making acquisitions or selling their business.

 

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Buying and Selling Businesses

Leaders and owners of midsized companies turn to CEO to CEO for expert advice and coaching on how best to incorporate M&A into their overall business strategy and objectives.  Unlike traditional M&A advisors and investment bankers who are incentivized to get deals done as quickly as possible (which may not be in your best interest), CEO to CEO consultants are former CEOs of midsized firms who led their firms to identify and deploy the right M&A strategy, bringing the greatest value to shareholders and owners of their firms.

When it comes to M&A, the stakes are too high to go at it alone. What better way to hedge your bets than to retain the advice of a former CEO who has successfully bought and sold businesses?

Sell-side advice:

If you’re thinking about selling your business, we know from experience, it will take several years of preparation to properly position your firm to optimize its market value before you put the business to the market for a sale.  Here are a few important questions you should be thinking about that we will help you navigate through:

  • What parameters are most important in our industry to maximize firm value and which ones should we focus on?
  • When is the right time to sell the company?
  • What do I want to do after the company is sold?
  • Do I have the right leadership team in place to execute a sale?
  • What investments or operational changes need to be made?
  • What internal and external resources do I need?
  • And many others…

Buy-side advice:

Many midsized firms institute a formal acquisitions program as part of their strategic growth planning.  CEO to CEO consultants are former CEOs who successfully deployed such programs to grow their own companies, and we can guide you through the good, the bad and the ugly.  If you are thinking of growing through acquisition, here are some things you should be thinking about:

  • Why do acquisitions make sense for the business I run?
  • What has been our experience with acquisitions?
  • Who, what and where are the right targets?
  • Who on my team has the “bandwidth” to execute an acquisitions program?
  • How will we finance our acquisitions and what can we afford?
  • How will we integrate our acquisitions and who will do it?
  • What systems, technology, people investments do I need to make before making acquisitions?
  • And many others…

The CEO to CEO team will bring a world of trusted experience to your M&A considerations. We’ll coach and advise you on what we believe is best for your firm.


Assessment Tool

Risk is such a critical issue in M&A. To reduce it, we’ve created an online assessment tool that business owners can use to determine just how risky a deal might be. Try the assessment on a past acquisition (as a test) or an upcoming one.

Take Assessment

What We Do

We help CEOs optimize the strategy and execution of buying and selling companies. We do this by developing or optimizing existing M&A strategies and processes by leveraging our real-life CEO experiences, knowledge and resources. Our coaching and advise will reduce your M&A risk and increase the likelihood of transaction successes. We will get to know your business, and help you prepare for acquisitions or sales.

If you’re a seller, we coach and advise you on preparing and positioning your company for a sale, including optimizing your team, systems, processes, resources and financing so you are best positioned for a terrific result.

If you’re a buyer, we will help you develop a world class acquisitions program, including: market research, target sourcing and development, valuation, offers, negotiations, and integration.

How We Do It

While we can start at any point in the buying or selling process, we prefer to start early, one to three years before you begin your M&A activity. We’ll start with a review of your strategic plan and business objectives. This will help you determine how best to include a sale or acquisition in your business planning. After that, if you are a seller, we’ll work with you to develop a playbook for the sale of your company. If you are a buyer, we’ll develop a playbook that will guide you to make the right acquisitions. As the deal activity accelerates, we may be the coach and advisor that works with you in the background, or we can be at the negotiating table right next to you, whatever we agree will work best for you.

In some cases, we may act on your behalf in deal-making conversations, collecting information and intelligence, enabling you to make better decisions and not be put on the spot. We do not act as an investment banker — either on the sell side or the buy side — nor do we act as legal counsel or tax advisors. Instead, we help you coordinate all of the support teams that make deals work well, just like we did when we were CEOs that were buying and selling companies.

CEO THINK: blog

Read the latest from author and Forbes.com contributor Robert Sher.

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About Robert Sher

Robert Sher, Author and CEO AdvisorRobert Sher is founding principal of CEO to CEO, a consulting firm of former chief executives that improves the leadership infrastructure of midsized companies seeking to accelerate their performance. He was chief executive of Bentley Publishing Group from 1984 to 2006 and steered the firm to become a leading player in its industry (decorative art publishing).
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Forbes.com columnist, author and CEO coach Robert Sher delivers keynotes and workshops, including combining content with facilitation of peer discussions on business topics.

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