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MWA Stacked

Present

Transitioning Your Business Post-Sale

Part 2 of a 2 part series

View Part 1 - Preparing  Your Business for a Sale

The deal is signed. But what comes next can shape your company’s future just as much as the sale itself. Whether you're staying on or stepping back, understanding what truly changes after the transaction is essential for a smooth transition and sustained success.

In this follow-up session, Mike and Dave look at how to plan and perform in the months after a sale. From governance to growth strategies, they’ll outline the key differences between strategic buyers and private equity and what they mean for your leadership role, company culture and bottom line.

Areas they’ll cover include:

  • Strategic vs. private equity buyers: how each impacts operations, incentives and reporting
  • What to expect in the first 100 days, including changes in cash flow, systems and staff
  • Your evolving role as owner and what influence you'll retain
  • How governance cadence, KPIs and decision-making shift post-sale
  • Common pitfalls and how to avoid them with proactive planning

Meet Your Hosts

Mike Sibley 600 x 8000 (1)

Mike Sibley

CPA, LSS Black Belt, Partner

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Mike Sibley, CPA, is a partner and board member at James Moore with more than 25 years of experience helping businesses strengthen their financial performance and operational efficiency. As the leader of the firm’s Manufacturing Services Team, Mike works closely with owners and executives to deliver the strategic guidance they need to grow and adapt in a competitive marketplace. He specializes in providing fractional CFO services and trusted financial leadership for companies looking for deep expertise in developing strategic financial plans that drive long-term value.

His background as a Lean Six Sigma Black Belt allows Mike to bring a unique blend of financial expertise and operational excellence to every engagement, helping companies streamline processes, identify cost savings, and align their operations with their growth goals.

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Dave Sheppard

Co-Founder & Managing Director

MWA Horizontal

Dave Sheppard has been a leader in the medical device industry for more than 30 years. His experience includes positions such as GM and VP, as well as high impact sales and marketing leadership roles at major Fortune 500 corporations (Medtronic/Covidien, BD/Bard, Cooper and Ciba). His achievements also involve work at startup organizations (including working pre-IPO on a successful IPO company). As a Managing Director at MedWorld Advisors, Sheppard is focused on exit strategies for the MedDevice, BioTech, DentalTech, DigitalHealthTech, OEM Medtech, and anything Healthcare companies. Having completed international/cross-border deals, an important component to MedWorld’s success is its global reach and ability to cross boundaries to successfully facilitate transactions. In addition to M&A achievements at MedWorld Advisors, his MedTech career worldwide results include completing distribution and licensing deals with international businesses, comprising of major Fortune 500 companies (e.g., GE, Philips, Stryker, NK, Mindray, etc.) as well as smaller entities. These experiences have led to a global network of contacts with channel partners both large and small.

How James Moore Can Help:

  • Tax Planning & Compliance
  • Assurance
  • QuickBooks & Accounting Support
  • Business Advisory
  • Transition Planning
  • HR Solutions
  • Technology Solutions
  • Wealth Management Solutions

How MedWorld Advisors Can Help

We are a boutique mergers and acquisitions firm that specializes in helping small to medium size Medical Device, MedTech, BioTech, BioMed, Dental, Life Sciences, Digital health and anything Healthcare companies to reach their goals.  Our M&A consulting experts create stakeholder value for our Mid-Market customers and help them take their businesses through a successful exit. 

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