Sell Your Business Without Losing Your Shirt
Prepare to Sell Your Business on Great Terms with Less Stress
In his forthcoming book, Rex Cattanach shares a time-tested process for selling your privately-owned business on great terms. This book will reveal: Why Many Businesses are Undervalued, Surprising Ways You Can Increase Value Before You Sell, The Heart of Great Deals, How to Negotiate a Sale on Great Terms, Working with Advisors and Brokers
For CPA's, Financial Advisors
and Attorneys
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. 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, often too late to build a relationship with the buyer. 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. The financial advisor earned a new client.
If you have experience with business worth valuation, exit planning, contracting 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. We are highly proficient at positioning a business for sale on better terms with less risk to the seller.
Many advisors are reluctant to refer their client to a business intermediary because their experience with brokers 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.
Please Contact Rexford Cattanach, President
651-773-8400 or rcattanach@keatsgroup.com
INBUSINESS® is a bi-weekly publication written for small business owners and their advisors.
It features expert advice for valuing, selling or buying a privately-owned business or professional practice, and for positioning your business to sell on great terms with less risk.
INBUSINESS® is written in an easy-to-read style and presents some of the most forward-thinking ideas in business by successful entrepreneurs.
Our goal is to be among the most recognized, respected sources for continuous learning in small and lower middle-market business sales.
