After the Sale – Planning a Smooth Integration with the Buyer

About the Episode

Listen as we discuss the relationship between change management and integration, the role of the M&A Playbook, what you can do to prepare your business for sale, and how to assess a company’s culture before an acquisition. We discuss change management, ensuring a smooth transition and integration after acquisition, and how the process differs depending on the size and type of business. Learn what an M&A Playbook is and the importance of aligning M&A strategy with corporate strategy. We wrap up by discussing how to assess a company’s culture and ensure the transition goes as smoothly as possible.

Listen on Apple Podcasts | Listen on Spotify | Listen on Deezer | Listen on Stitcher | Listen on Google Podcasts | Listen on TuneIn

In this Episode

4:45 What are the major differences between management consulting and M&A?
6:45 What is change management, and how is it relevant to M&A?
8:55 How are change management and integration related? What factors should be considered when integrating two companies after an acquisition?
9:25 Which culture ends up becoming the dominant culture after an acquisition?
10:25 What integration is required for businesses that continue to be operated independently of the parent company post-acquisition?
13:45 How do you define the middle market in terms of annual revenue?
14:45 What are the differences between private and public companies?
15:25 What is an M&A Playbook?
17:40 How often is the seller privy to the buyer’s true reason for the acquisition?
18:10 Why does the buyer keep their reason for the acquisition a secret?
18:55 What are the most important things a seller can do to prepare their business for sale?
21:25 What do sellers need to understand about the buyer’s position during negotiations?
25:05 What are the most common reasons buyers acquire companies?
27:15 What does a sourcing strategy look like for finding acquisitions?
35:55 What drives due diligence on the buy side?
36:55 How does due diligence relate to integration?
38:15 How do you perform people or cultural due diligence
38:45 How can you assess the culture based on an organization chart?
41:25 Is there a framework for assessing the culture?
44:55 Is there a right and a wrong strategy?
45:55 What’s it like going through a divestiture?

Learn More About This Episode

Meet Our Guest

Jonathan Wilson

Jonathan Wilson

Founder of Dubb Value Creation | Los Angeles, California

Jonathan Wilson is a dynamic Value Creation professional focused on organic and inorganic value creation for start-ups, fintech, and more traditional organizations. With an MBA concentration in general management and international strategy, he has spent the majority of his career focused on working directly for Fortune 500 companies and partnering with division-level and corporate-level client executives within trailblazing organizations. In 2017, Jonathan founded Dubb Value Creation, a boutique consulting firm of three people based in West Hollywood, CA, where he serves as the President & Chief Value Creator. For almost 20 years, Jonathan worked exclusively with Fortune 500 companies developing and executing both inorganic growth initiatives (M&A – acquisitions and divestitures) and organic growth initiatives to enhance profitability through increased revenue and realized cost savings. Over the past few years, Jonathan has pivoted to partnering with organizations where annual revenues are below $1 billion as well as select projects for Fortune 500 corporations.

Selling Your Business?

Work with an industry leader that gets you results.

We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.

View Our Process Now

Any questions about selling your business?