Business Sale and Exit Planning
Most business owners don’t think of the complexities involved in selling their businesses until it is too late. Properly preparing for an exit can take several years. Only by thoroughly planning and executing a strategy geared towards an eventual sale can the maximum value of a life’s work be realized for the business owner.
Our process ensures that you will be ready to sale your business when the time comes. We handle everything you will need and get all of your ducks in a line to finally cash in on your hard work, energy, and investment.
Business Sale and Exit Planning Expertise:
Conduct a sample due diligence process to identify gaps in information
Thorough analysis and clean-up of financial records
Set up and documentation of all business processes and procedures
Inventory of all physical assets of the company
Review of all legal, employee, customer, and vendor contacts
Review all insurance policies
Develop and test a disaster recovery plan
Draft and execute key employee contracts
Oversee business valuation process
Planning and coaching for the post-sale future
Start by taking our Value Builder Assessment that will rank your business in eight different functional categories.