Management Presentation Coaching

The management presentation is one of the most important junctures of a sale process. It is the critical first opportunity for a management team to tell their story, bring the company to life and show their passion for seizing the opportunities that lie ahead. Craftsbury takes a differentiated, experience driven approach to helping teams excel in management presentation.

We work alongside owners, investment bankers and managers to develop a management presentation that enables the team to shine in a way that conveys passion for the business and excitement for the future. With the use of clear and direct feedback, we help each presenter find their authentic voice, so they can present with confidence.

Craftsbury combines an in-depth knowledge of the exit process with proven presentation coaching expertise to create a bespoke experience that adds value to any process.

Potential additions to the engagement include:

Confidential information presentation, including feedback and editing assistance with the CIP/CIM
Fireside chat preparation – working with the investment bankers and participating team members to refine the slide deck and coach the team on delivery
Exit facilitation – guidance and oversight on the full exit process

“Caroline’s approach is truly unique. Her ability to leverage her past experience on the buy-side, coupled with her success on the exit preparation front, really transformed our team ahead of discussions with potential buyers, and the transformation was undeniable. She not only prepared our team to deliver a home run outcome, but also anticipated key areas of focus that allowed us to go on the offensive during management presentations. Despite working with Harris Williams in the past, this was my first experience with Caroline, and based on what she delivered, I look forward to working with her many times over in the future.”

“Caroline did an outstanding job preparing our team for management presentations. Caroline quickly picked up on the key themes and was able to help the team home in on the important messaging. Despite being the first time in a sale process, the team hit the ground running, connecting with buyers and articulating the story with passion and enthusiasm.”

Your management team’s presentation is the key to winning buyer confidence and driving value. We provide expert coaching to refine your message, boost team confidence and deliver a compelling narrative that resonates with buyers.

Craftsbury Consulting empowers businesses and professionals to navigate transitions, maximize value and achieve lasting success through tailored exit strategies and career development guidance.