Prepare before the opportunity
Know what a buyer will question. Work on it now.
A business can provide a good living and still be hard to transfer. Preparing for a buyer starts with evidence that the business can keep working after you leave.
Request a Fit CallWhat would make your business easier to take over?
01
Make the earnings clear
Organize financial statements and explain unusual expenses, owner compensation and changes in results. Any adjustments need support.
02
Reduce dependence on you
Document key processes, develop leaders and review which customer relationships rely on you personally.
03
Look for concentrated risk
Review reliance on a few customers, suppliers or staff. Check contracts, leases and ownership records with the right professionals.
04
Understand what value means
An asking price, an indicative market range and a formal business valuation serve different purposes. Confirm which you need and who is qualified to provide it.
The path to work through
The exact scope and responsible professionals depend on your situation and the engagement agreed.
- 01
Understand the business
- 02
Review evidence and risks
- 03
Set preparation priorities
- 04
Assign owners to the work
- 05
Revisit readiness before a transaction
A useful first conversation starts with
- Your main products, services and sources of revenue
- How involved you are in daily operations
- Any known financial, contract or ownership gaps
No documents needed in the first message.
Questions you may have
Is this a formal business valuation?
A readiness discussion is not a valuation report. If you need a formal valuation, agree on its purpose and engage an appropriately qualified valuation professional.
Will improving readiness guarantee a higher price?
No. Value depends on the business, evidence, buyer interest, market conditions and the final terms. No sale price or result can be promised.
Clear roles. A coordinated process.
Your M&A team
M&A lead
Glacier Financial
Your first point of contact for buying, selling and exit planning. Glacier leads the process and coordinates the business decision with your personal plan.
Accounting partner
Multitax Services
Accounting and tax work for your business transition, within the scope agreed with their team.
Visit their websiteLegal partner · VS Law Professional Corporation
Vikas Sharma
Legal advice and transaction documents under a separate legal engagement.
Visit their websiteEach professional is responsible for their own services. Scope, fees and any referral arrangements are explained before you engage them. Your information is shared with another firm only with your permission.
Your next step
Start with a conversation.
Tell us what you are considering and where you are in the process. We can discuss the fit, the people needed and the next step.
Keep your first message general. Please leave out financial statements, client names and deal documents. A secure document process and any needed confidentiality agreement should come first.
A first conversation is not an engagement to buy or sell a company. The provider, role, scope and fees must be agreed in writing before work begins.
Explore the rest of your next chapter
Business transactions, retirement planning and investment services can involve different providers and engagements. Confirm who is responsible for each service before proceeding. Legal, tax, valuation and financing work belongs with the appropriate professionals. No transaction outcome, sale price, financing or investment result is guaranteed.