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Feb. 2, 2024

JV Mistakes, Due Dilligence, M & A

JV Mistakes, Due Dilligence, M & A

Adam Lawrence joins me in this episode to discuss Joint Ventures and the mistakes people make as well as due diligence and some info on M&A in SME property businesses.


We will go into much more detail at our live workshop in London on 24th April. More info here https://bit.ly/propertybusinessworkshop2


Points we cover in this episode are;


Joint Ventures

What do you want from a business partner. Where do you need to be aligned and where does it help to be different.

What happens in the event of a dispute. What are typical traps business partners fall into.

How can shares and what is included in Articles of Association mitigate issues.

The difference between Articles of Association and a Shareholders agreement and why you may use one over the other.

Why do people tend to fall into these traps when going into a business together.

Some examples of what can go wrong and what to include in an agreement to mitigate the chances of that.

Ensuring everyone knows where they stand in the event a dispute takes place and the mechanism that will be used to come to a decision.

Key person issues.

What to do if you are already in business and do not have these things in place.

Utilising Trigger Events.


Due Diligence on partners.

How to work out if a person or company will be a good custodian of your capital.

Return of Investment before Return on Investment.

Evidencing what people say.

Why accounts matter.

Ways of dissolving companies.

Online and offline due diligence.

Secured and unsecured debt and how to look at both and the real leverage someone or a company is really under pressure from.

Subordination and order of priorities.

How do you underwrite a deal as well as a person/organisation.

How to manage expectations when lending.


Mergers & Acquisitions on SME property Businesses.

Benefits of buying a company holding assets rather than the just the properties... It is not just Stamp duty.

Negotiation points from both the buyer and seller.


We will be going into far more detail on these topics at a live workshop event on 24th April in London. You can get more details for the event as well as buy tickets https://bit.ly/propertybusinessworkshop2







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