Sell with a plan
You built the business. Make the next chapter count.
An offer is only part of the decision. What matters is what you keep, when you receive it, what risk stays with you and what happens to the people who helped you build it.
Request a Fit CallWhat would a successful sale look like for you?
01
Start with your number
Work out what life after the business needs to cost before you judge an offer. Sale price and spendable wealth are different numbers.
02
Get ready for a buyer
Review financial records, owner dependence, customer concentration and key contracts. Resolve gaps before they become reasons to change the price.
03
Plan the approach to market
Agree on the buyer profile, confidentiality steps and who can see which information before any outreach begins.
04
Look beyond the headline price
Compare cash at closing, debt, working capital, holdbacks, earnouts and any role you would keep. Ask what happens if payments are delayed.
The path to work through
The exact scope and responsible professionals depend on your situation and the engagement agreed.
- 01
Set goals and prepare
- 02
Assess value and readiness
- 03
Approach suitable buyers
- 04
Compare offers and complete diligence
- 05
Close and plan the transition
A useful first conversation starts with
- Your target timing and reason for selling
- An outline of ownership and business activities
- Your role in the business and plans after a sale
No documents needed in the first message.
Questions you may have
Do I need to be ready to sell now?
No. Starting before you are ready to leave gives you time to understand the options and address issues that could limit a future sale.
Will the highest offer always be the best offer?
Not necessarily. Payment timing, conditions, buyer funding, your remaining obligations and tax treatment can change what an offer means for you.
Business opportunities
Buy a business. Sell a business.
Plan what comes next.
Explore seller-approved public listings, register your buying criteria or speak with Glacier about a confidential sale.
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.