Most business owners have never sold a business. Unlike selling your home, it is much more detailed and fraught with land mines. Over 70% of owners who have sold end up dissatisfied wishing they understood, and were able to navigate the pitfalls beforehand versus learning the hard (and expensive) way.
Leveraging a Certified Exit Planning Advisor (CEPA) provides clarity and peace of mind. We understand the multiple dimensions of a potential sale that goes beyond the obvious areas of impact.
In our methodology, we focus on building up the value of your business in preparing it for sale, while developing the external areas of your life that will be impacted; legal, estate, financial, personal, and family. An overview of our process is below.