Who This Is For
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Owners thinking about selling in the next few years
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Owners approached by a buyer or private equity firm
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Owners who want to know what buyers will see in their business
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Owners who have already sold and need a plan for the proceeds
Before the Sale
How early should I start planning to sell my business?
Ideally three to five years out. That gives you time to clean up your financials, strengthen what buyers value, and plan your taxes.
How will buyers value my business?
We help you understand how buyers look at your business, including earnings measures like SDE and EBITDA, and what drives your value up or down.
Getting ready for due diligence
Buyers dig into your financial records before they close. We help you get your records ready for that review, to reduce surprises that could delay the deal.
Planning the Sale
Taxes on the sale of a business
How your deal is structured affects how much you keep. We help you understand the tax impact before you sign.
Does my business entity affect how I sell?
Yes. Your entity type can change how a sale is structured and taxed. We review it early, while there's still time to adjust.
After the Sale
How do I choose a financial advisor after selling my company?
Look for an advisor who understands both the sale and your life after it. We help you plan your investments, income, and taxes after the sale.
Frequently Asked Questions
What is exit planning?
Exit planning is preparing your business, your finances, and your taxes for a future sale or transition, ideally years before it happens.
Do you work with business brokers and attorneys?
Yes. We coordinate with your broker, attorney, and other advisors so your financial plan and deal plan line up.
Do you help with selling to private equity?
Yes. We help owners understand how private equity buyers evaluate a business and what to prepare before those conversations.