John Sloan, who has more than three decades of C-level experience in investment banking, private equity and venture capital joins Enterprise Radio.
Listen to host Eric Dye & guest John Sloan discuss the following:
- Tell us more about the role of an investment banker and why a company would look to hire one.
- So if a CEO may be looking at succession planning and is considering selling the company, when is the right time to sell?
- It seems almost counter-intuitive to sell a business when business is good; so why is that important?
- Is there anything that can be done if you miss that ideal window to sell your company?
- What do you advise to help business owners increase the value of their company for a possible sale?
TIP: Sellers need to retain a recognized CPA or financial services firm to perform a Sell-Side Quality of Earnings Report prior to going to market. The advantages follow:
- It most likely will identify an issue which the buyer may uncover in their due diligence, which could be a problem for completing the sale. This issue is likely unknown to the seller. This will allow the seller to address and hopefully solve the problem prior to marketing.
- In the absence of identifying a problem, it will build confidence in the buyer that they can rely on the seller’s information.
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John R. Sloan is President/CEO of Sloan Capital LLC, a boutique M&A focused investment banking firm based in Dallas, TX, USA. The firm was founded in 2020 and specializes in selling, buying and financing privately held companies, typically family-owned businesses. These transactions involve special considerations to achieve the goals of all family members. Sector specialization includes companies engaged in oil field service, recreational boating, retailing, consumer products and transportation among others.
Mr. Sloan has more than three decades of C-level experience in investment banking, private equity and venture capital. He has been directly involved in transactions with an aggregate value of over $7 Billion USD and has played major roles in complex and high-profile financial transactions, both in the United States and internationally. Significant accomplishments include advising the founding family in the $5.5 Billion leveraged buyout of the 7-Eleven convenience stores, NYSE, and being the recipient of “Energy Deal of the Year” from three national M&A industry organizations. He was also selected as one of the “Top 50 Dealmakers of the Year” by International M&A Network.
He has also completed numerous financings with major international banks, public and private debt funds, private equity investors, high-net-worth individuals and family offices. Relationships developed domestically and international over many years of successful transactions provide a broad universe of investors suited for the most demanding financial requirements.
Mr. Sloan also serves as Board Member and Past President of Globalscope Partners, an international member organization of entrepreneurial corporate finance and business advisors with deep local market roots and world-class sector expertise.
Website: https://sloancapitalllc.com
Linkedin: https://www.linkedin.com/company/sloan-capital-llc
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