Dig the Well before you need a Drink

 
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By Paul Millett
On 6th August 2010

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How do you maximise the value of your business? One of our principals Gary McLoughlin spoke to business owners in Auckland.

Gary is the Principal heading the CFFAS team (Corporate Finance and Forensic Accounting Services) and has years of experience conducting business and share valuations, including unlisted equities.

The seminar was focused on business owners looking to exit over the next 3-5 years. Interestingly, accordingly to the latest ANZ Privately Owned Business barometer, 62% of Zealand business owners are over 50, 45% want to sell and only 11% have a plan.

"When you sell your business" said Gary, "you naturally want to get the best possible price for it, especially after spending so many years building it up with blood, sweat and tears".

But with a tidal wave of businesses that will be changing hands in the next 3 to 5 years, it is essential to be ready.

If you want to sell your business and get a good price, you have to plan well in advance. As Gary said "You have to dig the well before you need a drink."

When owners are selling, there are a number of ways to do it but they fall into two key areas; voluntary for retirement, raising capital, mergers, acquisitions etc. and involuntary, at times of sickness, death or dispute.

Any valuation of a business typically falls into one of three methodologies. 

  • Earning Approach,
  • Market Transfer and
  • Net Asset Approach

The best by far is Earnings Approach because this is where the maximum value of your business is realised. The least attractive methodology is the Net Asset method, which merely looks at the cash value of your assets and attaches no value on brand, earnings, clients etc.

"Basically" Gary points out, "when buying a business, you are making payment today for the right of access to cash tomorrow based on the business history, future forecast and the state of the business. When selling, you have to justify the price and any questions that add risk or uncover surprises will erode the value."

So how do you maximise the value of your business? Gary says that every business owner knows where the magic lays within their business. "Owners know why their business is special and where that magic is. They know what makes them stand out from other companies.

"They also know where they are vulnerable and what keeps them up at night." He continued, "Owners need to work on the magic and remove the vulnerability."

There are five key areas Gary highlighted to get right when looking to maximise the value of a business.

  1. A Good Management Team: If a business relies too much on its owner it is difficult to value and sell. A well trained team that can perform without the owner is very important.
  2. Management Reporting Systems: Everything should be ship-shape. Ensure that the financial accounts are clean and audited if possible. This means it's a lot easier during the due diligence process, there are less surprises and you get a better price.
  3. Profit and Cash flow: It goes without saying, but that means removing other liabilities, a clean balance sheet and removing items such as the boat and anything that clutters the view.
  4. Good People: Below your management team you need good people. You need to ensure they stay around after the sale. Give them reason to want to stay.
  5. Register IP: Too many NZ businesses undervalue their IP and processes etc. Get your intellectual property registered. It has value.

"Nothing sells a business better than good growth prospects and good product development", says Gary "but if there is one thing I would like you to take away is this. PLAN FOR THE SALE - And contact me to discuss your plans."

For further information on how to maximise the value of your business, visit our website www.whk.co.nz or email gary.mcloughlin@whk.co.nz

 

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1 Comment

Very good reading. Full of valuable info.

Sheik Sahib

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