Sell Your Business Without Losing Your Shirt
Prepare to Sell Your Business on Great Terms with Less Stress

CPAs, investment advisors and attorneys are essential members of the advisory team assisting owners prepare for and sell their privately held business.

Our firm respects your professional relationship with your client, and we encourage your involvement in exit planning and the sale transaction. In all but unusual circumstances we encourage buyers to retain professionals after the sale because of the continuity you provide to the business.

Often, however, this does not happen because the owner makes you aware they intend to sell their business well into the process. We consult our clients and prospective clients about the importance of preparing, and the role advisors should have.

Early consultations with you can be very important in some situations. Recently, we advised a prospective client to consult a financial advisor to determine his financial requirements given an estimate of net proceeds if he sold the business, which included his primary residence on the property. The advisor determined the owner would not have adequate funds to replace his income and residence for several years and recommended, with our encouragement, waiting a few years to sell.

If you have experience with business worth valuation, exit planning and other steps in the selling process, please contact us.

If your client has informed you he would like to sell the business, please call or contact us by email asking what we can do for your client.

Many advisors are reluctant to refer their client to a business broker because their experience in the past has not been favorable. I am confident if you review the material on this website, call or meet with us to discuss an opportunity, you will learn we are highly experienced, innovative and professional in all aspects of our service.