I’m planning to sell

Three priorities

Keep the first conversation focused.

• Assess readiness from both sides of the transaction.
• Compare feasible paths and payment terms.
• Coordinate tax, estate and personal decisions early.

1. 01

   Exit readiness: prepare before the decision

   Exit readiness means being able to make a considered choice about your future. It brings the business's ability to transfer together with your personal need for income, your preferred timing and the role you want afterward. Beginning years ahead can create time to address gaps; it does not guarantee a buyer, a price or a tax outcome.

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2. 02

   Business valuation: know what the number means

   A business valuation is an informed opinion of value for a particular ownership interest, purpose and date. It helps turn an uncertain number on your personal balance sheet into a question you can examine. A useful valuation explains the reasoning and assumptions behind the result. It is not a promise that a buyer will pay that amount.

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3. 03

   Compare your exit and succession paths

   The best exit path depends on what you need the transition to achieve. A family transfer, a sale to employees and an outside sale can produce very different outcomes for control, cash, timing and the people involved. Compare those outcomes before narrowing the discussion to price or a favored buyer.

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4. 04

   Before a sale: coordinate the decisions

   A potential sale creates decisions that reach beyond the purchase agreement. Taxes, family gifts, charitable goals, account ownership and the cash needed after closing should be considered together. Early coordination gives your professionals a chance to identify deadlines and dependencies before the transaction timetable starts making choices for you.

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5. 05

   After the sale: give the next chapter a plan

   Selling a business changes how your wealth works. A company that once supplied income and daily purpose may become cash, investments and future payments. The first task is to understand what you actually own and owe, then build a measured plan for spending, investing and the life you want next.

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