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Selling Your Business is a Big Undertaking

Approximately 80% of business owners are unsatisfied after they sell their businesses. We’re changing that.

We are here to partner with you every step of the way during the sale of your business determining your business’s value to how you can properly invest the proceeds.

Whether you're looking to sell your small or privately owned business in 2022 or beyond, our professionals have the experience, solutions, resources to ensure you're getting the most from your hard work.

Videos

In this video series, our professionals cover those elements of the business sale transaction that are often overlooked. These can include understanding the magic number you’re looking for, other aspects that will make or break a sale, and issues that can make the transaction challenging, such as determining the role of leadership: before, during and after the sale. Hear recommendations from business owners who’ve completed transactions and get actionable ideas for making your transaction successful.

Podcasts

The Bottom Line podcast examines the everyday business and finance issues faced by closely held and private businesses in a jargon-free atmosphere. In this five-part special series, our professionals discuss what private business owners and operators need to know—every step of the way—when selling their businesses.

Articles

Four Tax Considerations Before Selling a Business

The current tax regime may have owners of middle-market companies thinking of selling their business. 2020 promises a testy election season; a change in the political balance could mean significant tax changes. This article features a review of the main tax impacts based on entity and transaction type.

Four Tax Considerations Before Selling a Business
men in yellow vests standing in a room with white circular objects

Preparing for Sale – Financial Due Diligence

Proper and timely planning and preparation for the “sell-side” process is critical to consummating a successful, timely, and fairly-priced transaction.

Preparing for Sale – Financial Due Diligence

Ten Things to Consider When Selling Your Business

From the sale structure to tax savings strategies, learn 10 things to consider when selling a closely held business.

Ten Things to Consider When Selling Your Business

Your Business Prospectus - An Overview

Regardless of whether you want to pass the business down to the next generation of family members or sell to an inside or outside buyer, we recommend the same activity: Develop your own company prospectus.

Your Business Prospectus - An Overview

Business Owner's Guide - Lessons Learned

Download the key takeaways from our Annual M&A Conference

Business Owners Guide - Lessons Learned

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