In today’s environment, mergers and acquisitions (M&A) are a regular part of doing business. Taking the time to do some informed planning now can make the difference between a successful deal and a startup nightmare! It’s never too early to get your house in order to optimize future deal value and outcomes for your startup. There are steps you can take now, no matter what stage you are at, to prepare yourself for future deals.

At our most recent StartupSac Office Hours we welcomed Witan Law attorney Douglas Bosley to the virtual stage to provide an overview of what startups can do now to prepare for funding, mergers, or acquisition down the road. The presentation provided valuable information that will positively impact the success of any startup.

Topics covered include:

  • Current state of M&A and private equity markets
  • Deal process and timing
  • Understanding valuation drivers
  • Avoiding deal breakers and value killers
  • Preparing for the transaction process

Watch the recording of the presentation below.

 

Download the slide deck.

 

StartupSac Office Hours is a monthly meetup that features a presentation from a subject-matter expert that focuses on helping entrepreneurs advance their business. View recordings of previous Office Hours meetups.

 

About Our Presenter

 Being Deal Ready: Preparing Your Startup for Funding, Merger or Acquisition image

Douglas Bosley, Attorney & Founding Partner, Witan Law

Douglas Bosley is a founding partner of Witan Law Group and a member of the firm’s Corporate Transactional and Securities practice. Practicing out of the Sacramento and Orange County offices, Mr. Bosley represents businesses and entrepreneurs at all stages of growth from inception to exit. Having grown up in a small family-owned business, he keenly appreciates the passion that clients have for their businesses.

Mr. Bosley’s practice focuses on three general areas of financing transactions, mergers and acquisitions and general corporate matters. Mr. Bosley’s financing experience includes representing venture capital firms and venture-backed companies, mezzanine debt transactions, and a wide range of other types of financing and securities transactions. He also represents buyers and sellers in mergers and acquisition transactions through the middle market, but possesses the experience to efficiently bring his expertise and drive value in much smaller transactions. General corporate matters include: formation and startups; equity compensation; contracts such as licensing, joint ventures, representative agreements, and development and service level agreements; and corporate governance matters.

About Witan Law

Witan Law provides full business life cycle representation, from startup to exit, on all matters relating to formation and governance, transactions and securities, litigation and dispute management, and restructuring. They represent clients of all sizes, at all stages of growth, and in all private sector industries, including finance, energy, technology, restaurants, alcohol, manufacturing, politics, and more.