Planning Ahead for a Sale

As you start thinking about selling your business, it is important to engage with someone who can coach you. There’s a lot of value you can create over the final years before you sell.

Start asking questions like, “How can I position my business for sale? What are the levers I can start to pull over the next 1 to 2 years to really make my business attractive?”

We often meet with clients months and even years ahead. This is a form of exit planning with a transfer in mind down the road.

Business Transition Academy is a good online resource developed by Jane Johnson who offers both a web based and personal program.

Some realize they need assistance with management and growth challenges. One place to seek help is David Clough of MPower Advisors who helps owners build their teams, organization and strategy.

Surveys have found, however, that many owners don’t plan their exit and as a result may not achieve the full potential value for their life’s work.

What our clients are saying...

“It is a privilege to write a letter of recommendation on behalf of Business Transition Strategies. …As with any family business, negotiations need to be handled delicately and, as with any sale, both parties need to be satisfied with the end result. Quite frankly, without their help, this could not have been achieved. John Howe and Ken Schaefer skillfully analyzed the books and were able to bridge the gap between the sellers’ belief of what the company was worth and its actual worth. Their style is objective, straightforward, thorough and kind in the delivery of their assessment. After the sale was achieved to both parties’ satisfaction, John and Ken were hired to help with the adjustment of the acquisition and the financial health of the company moving forward. I can highly recommend this talented group of experienced business advisors to any company in need of clear and thoughtful company planning and adjustments.”

- Jane Longden

Decora