WHAT WILL YOU LEARN?

  • PREPARE

    Preparing your exit strategy before you need to execute on it is key. Don't wait for a downturn or acquisition offer to prepare relevant documents. In this section, we'll walk through everything you need for the process.

  • PROCESS

    The acquisition process can be emotionally and financially draining. Make sure you know what's coming at you so you can respond accordingly. In this section, we'll discuss step-by-step instructions for creating an effective road show.

  • LEGAL

    It's critical that you understand all of the legal implications to selling your company. Having all of your legal documentation in place prior to acquisition will save you time and money. In this section, we'll walk through all the legal pitfalls that sneak up on founders.

MODULES

    1. PULL UP A SEAT

    1. HOW TO PREPARE FOR AN ACQUISITION

    2. WORKSHEET: TARGET LIST

    3. WORKSHEET: DUE DILIGENCE CHECKLIST

    4. WORKSHEET: PRESENTATION

    1. HOW TO MANAGE THE ACQUISITION PROCESS

    2. WORKSHEET: VALUATION

    1. LEGAL IMPLICATIONS OF AN ACQUISITION

    1. CONGRATS! YOU HIT THE FINISH LINE.

    1. HOW TO GET ACQUIRED

    2. HOW TO KNOW WHEN TO PIVOT (OR SELL)

    3. HOW TO GET ACQUIRED BY AMAZON

About this course

  • Free
  • 12 lessons
  • 0.5 hours of video content

PRICE

Gain lifetime access to videos, worksheets, and unlimited email support

GET ONE-ON-ONE MENTORING FROM EXPERIENCED ADVISORS

Lili Balfour

Lili Balfour is a CFO and advisor to founders building companies that move the world.

She works side-by-side with founders who want to master company building skills.

She helps founders understand their numbers, control their processes, and win the game.

A fractional CFO for over 20 years, Lili serves as a mentor for 500 Startups, Plug and Play, and Loyal VC.

Past clients include: Visual IQ (acquired by Nielsen), Derivix (acquired by FlexTrade), ClerkDogs (acquired by Netflix), Decorist (acquired by Bed, Bath, and Beyond), Practice Fusion (acquired by Allscripts), Alpha Theory, Bag, Borrow, or Steal, Erin Fetherston, Organic Mixology, and Peeled Snacks.

She is the author of Master the Finance Game, a Wall Street Journal Guest Mentor, a contributor at Entrepreneur Magazine, Fox Business News, a blogger for The Huffington Post, a guest contributor for HuffPost Live, and a guest lecturer at UC Berkeley.

FINANCE FOR ENTREPRENEURS

OVER 10,000 ENTREPRENEURS AROUND THE GLOBE