Closing the Acquisition

About this course

The final mile of a business purchase. Review the asset purchase agreement, coordinate lenders and attorneys, prepare a funds flow memo and plan the first day of ownership.

What you will learn

• Review key terms in the purchase agreement
• Coordinate the closing checklist
• Prepare a funds flow memo
• Plan day-one communication with employees and customers

1. Module 1

   Introduction

   2 lessons
   • Welcome to Closing the AcquisitionVideo · 8 min · Free preview
   • Course Roadmap and Completion RequirementsWritten lesson · 5 min · Free preview

2. Module 2

   Core Principles

   2 lessons
   • Why Buy an Existing BusinessVideo · 8 min
   • SDE vs EBITDAWritten lesson · 5 min

3. Module 3

   Deal Structure

   2 lessons
   • Asset Purchase vs Stock PurchaseVideo · 8 min
   • SBA 7(a) Financing BasicsWritten lesson · 5 min

4. Module 4

   Financial Analysis

   2 lessons
   • Recasting Financial StatementsVideo · 8 min
   • Valuation MultiplesWritten lesson · 5 min

5. Module 5

   Risk Management

   2 lessons
   • Customer ConcentrationVideo · 8 min
   • Owner DependencyWritten lesson · 5 min

6. Module 6

   Real-World Examples

   1 lessons
   • Example: Valuing a Landscaping CompanyVideo · 8 min

7. Module 7

   Case Study

   1 lessons
   • Case Study: HVAC Services AcquisitionCase study · 9 min

8. Module 8

   Final Assessment

   2 lessons
   • Final AssessmentQuiz · 3 min
   • Applied AssignmentAssignment · 7 min