Finding The Exit®

Do you want to be in the 1-2 in 10 who will successfully sell their business and be happy with the deal after it’s done?

It will take a team, all working together and well, very well, managed, if you want to get it done right, that will only include:

  • M&A Firm/Investment Banker
  • Tax Specialists
  • Wealth Managers
  • Appraiser
  • Banker
  • Auditors
  • IT Specialists
  • Key Employees
  • Insurance Advisor
  • Attorney

Do you have all of those arrows in your quiver?

Many SMB owners have the bulk of their net worth “in their company”. Is that something you’re willing to put at risk? Do you think you could manage all that and still manage your company effectively during the exit process? I could tell you war stories of owners who thought they could that just might curl your hair. Few owners and none that I know got a second chance to get it right.

If you intend to get it right, particularly in this buyers market, you will need an airtight plan. Give me a call if you’d like to discuss further.

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