The best time to prepare for a sale is a year or more before you start one. Planning gives you more options — and more leverage.
Timing, the proceeds you need, your role after a sale, and what you want for employees and family.
Third-party sale, private equity recapitalization, sale to management or employees, or transfer to family — with the trade-offs of each.
Where value stands today and the gap to your target.
Prioritized actions: documenting processes, building a second layer of management, diversifying customers, formalizing contracts, and cleaning up financial reporting.
Optional progress reviews to keep the plan on track and update the valuation.
Estate planning, tax strategy, and wealth management are handled by your attorney, CPA, and financial advisor. We coordinate with them so the business plan and the personal plan line up.