The Definitive Guide to Selling a Main Street Business
Maximize Your Value, Attract Buyers, and Ensure a Smooth Transition
Your Successful Exit Starts Today.
For many entrepreneurs, selling a business is the most significant financial event of their lives. Whether you're planning to retire, pursue new ventures, or simply cash in on years of hard work, the stakes couldn't be higher. This guide provides the clear roadmap you need to achieve a successful exit on your terms.
Chapter 1: Defining Your Exit Goals
The First Step is Introspective.
Before you ever look at a valuation, a successful exit starts with a single, crucial question: Why? Understanding your motivations will guide every decision that follows. Are you seeking financial freedom, looking to retire, or ready for your next entrepreneurial challenge? Each path requires a different strategy, timeline, and approach to maximize both value and personal satisfaction.
Chapter 2: Assembling Your A-Team
We're Your Quarterback.
You don't need to assemble this entire team yourself—your first call should be to us. We'll help you build the right team, at the right time, to ensure a smooth and successful sale. When professionals are brought on at the wrong time, they often slow negotiations or add unnecessary complexities. Since we don't get paid unless you do, our interests are always aligned with yours.
Business Broker (That's Us!)
Your quarterback who orchestrates the entire process: valuing your business, creating marketing materials, confidentially finding and vetting buyers, and leading negotiations. We coordinate with your other advisors to get you the best possible price and terms.
CPA / Accountant
We work directly with your accountant to prepare your financials for buyer scrutiny, creating a clear and defensible calculation of your true profitability. We coordinate with them to analyze the tax implications of different deal structures.
M&A Attorney
As deals move toward the finish line, legal documents become critical. We work closely with your chosen attorney to ensure the legal aspects align with the business terms we've negotiated for you. We can help guide you on what's needed at the appropriate time.
Financial Planner
This advisor focuses on you personally, helping you answer "How does this sale fit into my life goals?" We collaborate with your financial planner to ensure the deal structure we negotiate aligns with your long-term financial plan.
The Exit Clarity Worksheet
This isn't just a plan; it's a tool for defining the single most important transaction of your life. Be honest and thorough—your answers become the guiding principles for your entire exit strategy.
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