View Your Business from a Buyer’s Perspective

The more your business revolves around you, the more risk buyers see.

“If you can’t take a vacation without either checking in once or twice a day or your business gets derailed,” says Dave Clough of mPower Advisors, “then your business is not ready for an ownership transition.” The less the owner has to be involved in the daily operations the more attractive the busines is to a buyer.

Work yourself out of the business by developing an experienced, empowered management team, and repeatable processes that depend less on key individuals. The less the business is dependent on you and your knowledge or relationships, the less risk buyers face in a transition. And less risk translates to increased salability and potentially a higher sale price.

If you put yourself in the buyer’s shoes, how would you want the company to operate. You would probably want the owner to introduce you to key people saying for example, “This is Janet, and she is our financial guru. She needs very little of my help and provides me with weekly data that shows a snapshot of our financial health. You’ll need just 2 hours to understand her full job function.” That would help confirm your purchase decision. On the other hand, if as the prospective buyer you find that the owner puts in 60-80 hours a week and has to continually oversee all activities or fix lower level issues that arise, you would be less inclined to even make an offer. As with buying a house, a fixer-upper does not attract premium offers

Here are some red flags for a buyer:

  • The owner is the best salesperson or manages the key customer relationships.
  • The owner is the primary producer, floor supervisor, project manager, or installer.
  • The owner is in QuickBooks daily to manage the finances.

A prospective buyer has less risk if the current owner is the visionary and chief strategist, managing the company via a dashboard of metrics.

Assuming that you want a premium price, yet you are deeply in the operations of the business, what do you do?

  1. Across the organization, push activities to the lowest level of competence, and tap into everyone’s highest/best capability.
    • The owner, GM, or manager should not be doing deliveries, or picking up supplies.
    • This may require hiring lower level people to pick up these tasks.
  2. Owner delegates activities that can be done by others.
    • After pushing tasks down, others should have more time to pick up responsibilities
  3. Hire key people if you can’t groom existing people to do the needed job
  4. Create processes so that people don’t have to remember to communicate important information.  Automate if possible.

Taking these steps will improve your current situation and make your business more attractive to a buyer.

What our clients are saying...

“New Image Coatings, owners of Seal-Once, retained Business Transition Strategies in April of 2015 to locate a strategic buyer for the company. This was successfully completed during April of 2016 when we were acquired by UC Coatings of Buffalo, New York. Working at our side throughout this process were John Howe director, and Ken Schaefer, deputy director, of Business Transition Strategies. From the start of the project, where the information memorandum was developed, to helping us create the management presentation to acquirers, through negotiating the letter of intent and then the definitive agreement, they were there with me and our professional team every step of the way. It took nearly one year to the day to complete the project, but they never lost focus on my best interests and helped me keep my eye on business. This sale was very complex. It included transfer of trade secrets from the product developer, …as well as the transfer of a manufacturing and licensing agreement we had with the core compound producer… John and Ken marketed the company to a range of strategic acquirers, including a number of private equity groups and their platform companies, which ultimately resulted in an agreement with United Coatings… BTS’s level of expertise in the process and close attention to detail enabled us to successfully navigate the deal. I would recommend John Howe and Ken Schaefer to any company owner considering selling.”

- Hank Croteau

New Image Coatings