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

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. 
Also covered in this session:
  • 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.
  • What is the change that we’re seeing in finance teams and what does that have to do with value?
  • How do we define value?
  • How value goes beyond economic impact
  • What are the components of economic value identification?
  • Examples of the value identification conversation
  • What this means for the skills in finance
Links referenced in this episode
    Receive weekly email alerts to new podcast episodes straight to your inbox!

    Listen on your favourite platform

    Graphic
    Listen on Spotify
    Graphic

    Listen on Apple Podcasts

    Graphic
    Listen on Overcast
    Graphic
    Listen on YouTube

    Don't miss the next episode!

    Register for free and receive an email alert when a new podcast has been released, just sign up below.

    Want to be a guest on the CFO 4.0 Podcast?

    Whether you're looking to be a guest yourself, or requesting on behalf of someone you think would be a great fit for our podcast, use the form below to fill out your details. The more information you can give about yourself (or the person you're nominating) the better. Feel free to include topic suggestions too!