Services
Selling a business is one of the most important financial decisions an owner can make. I help small to midsize owners get the most from the sale, with white glove service and deep experience in our local markets. By working with me on a customized plan to prepare for sale, you’ll be ideally positioned to get the maximum value for your business.
Exit planning | Selling your Business | Business Valuation | Buying a Business
Selling your Business
Exit on your Own Terms
Intended for
Business Owners looking to sell
within 0 - 24 months
Ready to Sell? Many business owners are surprised to discover the sales process can take, on average 9-12 months. So let's connect and get you started.
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9-Point Business Valuation
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Consultation on the net amount you'll receive from the sale
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Polished, professional marketing materials to confidentially market your business
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Identifying the right Buyer--activity includes marketing to our proprietary database of over 2,000 active buyers
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Negotiation to maximize the value and champion your preferred deal terms
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Meticulous tracking and management of the entire process - with an eye towards a successful closing and smooth management transition.
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The first step in the process is discussing your individual situation and sharing more about this process. Reach out for a confidential, non-salesy conversation.
Exit Planning
Business Optimization Program
Intended for
Business Owners looking to sell
within 24 mo - 5 yrs
​The top question I am asked from business owners is 'what is my business worth?' Though often, business owners are asking this too late - when they are tired, revenue and profit are waning, and they have decreased their valuation because of it.
So what should a savvy business owner do? Have a Plan. Know the business's worth. Have the energy and strategy to enhance the value of your business until the day it's sold. This program helps enhance your business value and plan a successful exit.
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Program Includes:
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9-point Business Valuation to understand what your business is worth today
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Customized multi-year roadmap to increase or maintain value
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Benchmarking analysis to uncover areas for improvement
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8-Point analysis for increasing the value of your business
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Annual valuation refresh and Roadmap Reassessment to optimize the plan
Business Valuation
Know your Business's Worth
Intended for
Business Owners with an undetermined or unknown timeline
Valuation are an art and science - so often owners are disappointed when I won't give them a thumbnail value on the spot.
We use between 9 methods when performing your 'Broker's Opinion of Value' plus we ensure you understand the 'Net to You' at the end of your transaction.
Knowing if your business will finance your retirement (or other plans) helps set the timing of taking your business to market.
Pricing Available Upon Request
Buying a Business
Join our List of Active Buyers
Intended for
Buyers looking to purchase a business within 0-24 months
Looking for a business to acquire? Join our mailing list to be the first to know when a new company hits the market.
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Sign up here
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Current Listings can be viewed at my team's brokerage website, www.exitequity.com
Buy-Side Advisory
Find and Acquire a Business
Intended for
Buyers looking to purchase a business within 0-24 months
On occasion, we will support a Buy-Side search. We provide the same exceptional service that we do for our Sell-side engagements.
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Reach out to see if we may be a good fit to help find your next opportunity.