Sell a Business

Your business is failing you as a wealth creation vehicle if you don’t have a clear cut exit plan that rewards you for your risk.
-  T. Harv Eker                               

By some standards, a business should be built with the eventual sale in mind.  However, selling or exiting a business is an afterthought for most owners.  Planning for this day can sometimes be difficult as owners can become emotionally attached and not see the big picture clearly.


Using a certified business advisor to guide you with your exit strategy can save you from the pitfalls of navigating a sale on your own.


Evaluating your business, finding qualified buyers, confidentiality, marketing, negotiating on your behalf and closing the sale are just the tip of the iceberg.  As a business owner, your time is best spent on your business.  Let us worry about the sale process.

Two people sitting at a table looking at papers.


Contact us and speak with our Business Specialists to learn more about selling your business.

A person handing over a key to another person.

We take pride in understanding both the seller’s and the buyer’s needs – from planning and evaluation to closing and follow up. Often times it can be more difficult planning the sale of a business than it is to start a business. Our professional advisors walk you through the process giving you the expertise and advice you need for peace of mind.


Call us and find out why our clients continue to work with us year after year.

What to consider when preparing for the sale of your business.

  • Understand why you’re selling your business. Buyers will want to know.
  • Don’t get attached to a specific price. Allow the market to give you the best idea on what your business is worth.
  • Prepare 2 – 3 years of accurate financials.
  • Don’t be in a hurry. Selling a business takes time. Finding the right buyer and the timing of the market all come into play.
  • Think like a buyer. Understanding who your ideal buyer is and knowing what they want is key.

A person in a suit and tie at a desk.