Our focus on pre- and post-sale planning
You’re selling within the year
You’re selling within the year
- Finalize your trust and estate strategies
- Work with us to interview and select the investment banker that works best for you
- Finalize your exit plan and focus on getting the best deal for the sale
- Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
- As needed, prepare employees and managers for the transition
- Think about what’s next for you and your future, after the sale
You’re 3 years away from exiting
You’re 3 years away from exiting
- Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
- Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
- Build the right pre-sale advisory team, including an investment banker, attorney and CPA
- Explore gift and estate strategies to help maximize net proceeds from a sale
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You’re considering an exit in 5 years
You’re considering an exit in 5 years
- Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
- Fine-tune your business model to be most appealing to a buyer
- Make sure business documentation and financial statements are in order
- Put together a team to prepare the business and optimize value
- Strengthen your management team
