The decision to sell your business doesn't often come about easily. Planning for the transition and getting your priorities in order are the keys to realizing an ideal exit that meets your vision for your retirement and for the future of the business you're passing on.
The Plan for Sellers Checklist is designed to help you get your ducks in a row and address the nuts and bolts of selling your business. It guides you through important preparation steps and considerations, including:
As a complement to the checklist, the Plan for Sellers Workbook encourages you to consider the intangibles of your business and the selling journey itself. It examines emotional connections and looks ahead to what comes next – two things that can blindside advisors too late in the process.
This guided workbook helps you to look at your business from many angles while being completely honest with yourself about the priorities and goals you have for the deal and the future of the business by asking questions like:
Together the Plan for Sellers Checklist and Workbook create a solid foundation for the start of any financial advisor's selling journey.
Fill out the form to download both of these valuable resources.