Meeting Preference: In Person, Phone, Video
Languages: English
Considering an exit strategy?
Selling and retiring is just one of many options.
As a CFO and business owner who has bought and sold several small businesses, we can walk through your options, help create a plan, and define specific steps to achieve your goal.
I have specific suggestions on how to structure your business to make it attractive to a qualified buyer. The process may take time so best to start planning way ahead of making the decision to sell. Selling a business is time consuming and fraught with risks and issues.
If you are on the fence about your future, let’s discuss your situation. You have more options than you think. Do you have a family member who is interested in joining the business? Should you sell to a non-family member? What are the pros and cons of listing the business with a broker? What if we could change the business that suits your lifestyle going forward; might that be a better option?
Available to talk to anyone by phone or Zoom anywhere in the US.
Areas of Expertise
- Accounting & Finance
- Management & Operations
Industry Experience
- Manufacturing
- Professional Services
- Real Estate
